Quick tips for setting up your STX Cloud program.
Learn how to setup your company’s info, hours and payment types.
Learn how to setup client fields, visit types, client flags, occupations and mobile carriers.
Learn how to setup booking, notifications, reminders, online booking, gifts and refer-a-friend.
Learn how to setup service groups, resources and services.
Learn how to setup suppliers, inventory groups, products, product lines and memberships.
Learn how to setup permissions, compensation scales and methods, goals, worker details and profiles, and services.
Learn how to setup point-of-sale (POS), POS devices and favorites.
Learn how to add a new worker in STX Cloud, including their hours, services, permissions and more.
View all STX Cloud setup documents in this single guide.
Learn how to navigate the ins and out, symbols and actions of the appointment book.
Learn how to navigate the quick links in appointment book to assist workers in their daily activities.
Learn how to create an express booking appointment for a new or existing client.
Learn how to use the “Find Appointment” feature in STX Cloud to find the best fit to optimize your schedule.
Learn how to schedule a regularly recurring service with a specific worker, for a new or existing client
Learn how to schedule time not associated with a service or client for an individual worker.
Learn how to add a new client while you are booking an appointment, checking out, or from the clients icon in the menu.
Learn how to keep notes in STX Cloud regarding clients, appointments and services.
Learn how to utilize the waiting list to keep your list of clients organized and find their next appointment with ease.
Learn how to fully or partially process a refund for any service, product or electronic payment.
Learn how to check an appointment in and out, and create a new ticket. Plus other helpful check out shortcuts.
Learn how to view a list of open tickets to be checked out, create a new ticket, or navigate to refunds, cash-in and cash-out, and cash counting.
Learn how to open and close the cash drawer.
Learn how to sell, redeem, search for, or check the balance of a gift certificate.
Learn how to view, edit and sell memberships, and how to check members in.
Learn how to schedule, sell, view, and use packages.
Learn how to make small ticket changes like editing ratings and details, and printing and emailing receipts.
Learn how to use memberships to offer automated monthly billing and verify a client’s good standing.
Learn how to setup workers’ clock in and out functions, and workers’ hours adjustment.
Learn how to run the Process Compensation report and the Worker Tips reports.
Learn how to track what inventory is sold and used, and how to produce simple reports on sales, ordering and adjustments.
Learn how to create business discounts for services and products to apply during checkout.
Learn how to establish rewards and redemption rules, and edit, redeem and check the balance of rewards.
Learn how to create an email template, recipient list and a campaign to combine the your template with the targeted recipients.
Learn how to create “set and forget” email campaigns to automatically send out to your recipients.
Get ready for the new year with these essential year-end reports, including Manage Inventory, Inventory Adjustment, Quantity-on-hand, and Total Sheet.