What's New in STX �2 ©STX So�Ware, LLC 2010 - 2016 Table of Contents by Subject

User Guide

What’s New in STX Summary of Improvements Versions 225 - 294 OVERVIEW: Important Information – Please Read

This document summarizes the changes (upgrades) made to STX Desktop soware that are sll available for downloading and installaon. These changes encompass the following versions:

• STX 2.6 v225 (Required: Mac OS X 10.4 or later) • STX 2.8.2 v245 (Required: Mac OS X 10.5 or later) • STX 2.9 v250 (Required: Mac OS X 10.5.8 or later) • STX 2.9 v259 (Required: Mac OS X 10.5.8 or later) • STX 2.9 v262 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v283 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v284 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v290 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v294 (Required: Mac OS X 10.9.5 or later)

WARNING: These STX updates will ONLY run on the Mac OS X systems indicated, or later versions. All computers running STX MUST be upgraded to the OS X minimum requirements indicated, or later version, before installing an STX upgrade.

To ﬁnd out which OS X soware version your Mac is running, go to the upper le-hand corner of your screen, click on the Apple, then choose About This Mac — a screen will open and informaon about your computer, including the OS X version number, will be displayed.

IMPORTANT: Always log in as OWNER and review exisng employee password security sengs aer new features or reports are installed. Employees will not have access to any new features and/or reports unl you make the necessary changes to the employee password security opons.

PLEASE NOTE: Under-the-hood stability and performance improvements are included in each new release of STX. This document covers only the features that aﬀect your hands-on interacon with the soware. Upgrades described in this document are listed by subject and within each subject, chronologically by version. Each descripon shows the version number in which the upgrade appears, is tled in caps, and highlighted in the colors you see above, like this: TYPE OF UPGRADE (vXXX). All subsequent (or newer) versions of STX will include the described upgrade, unless another upgrade replaces it. Some of the new features included in this document are for use with Credit Card Processing, Online Services, and STX for iOS. You must be subscribing to Online Services and have the STX for iOS opon enabled on your STX License Key in order to use the new features.

INSTALLATION: For step-by-step instrucon on how to download and install STX upgrades on your server computer, workstaon computers, and mul-locaon computers, please see the installaon instrucons beginning on page 80 of this document.

What's New in STX 2 ©STX Soware, LLC 2010 - 2016 Table of Contents by Subject

OVERVIEW - Important Informaon - PLEASE READ 2 Applicaon ( basic funconality/setup/preferences/etc.) 9 DISK SPACE ALERT (v225) iDEVICE POLE DISPLAY SETUP (v250) 9 IMAGE RESIZING (v259) 10 Appointments 12 APPOINTMENT BOOK (v225) REQUESTED EMPLOYEE (V245) 12 BOOKING CALENDAR – VALUE (v245) 15 APPOINTMENT BUILDER (v245) 16 SMS TEXT MESSAGING – APPOINTMENT REMINDER (v245) 20 STANDING APPOINTMENTS (v259) 16 APPOINTMENT STATUS (v259) APPOINTMENTS: CONFIRMATION EMAIL (v283) 21 Clients 22 CLIENT CARD – PICTURES (v225) CLIENT CARD – SERVICE AND RETAIL LOGS (v225) 22 CLIENT MARKETING (v225) CLIENT MAILING STATISTICS (v245) 22 CLIENT MARKETING – FILTERS (v259) 23 CLIENT MARKETING FORMAT CHANGE (v262) CLIENT NOTIFICATIONS (v262) 24 CLIENT – MAILING STATISTICS NEW PIE CHART (v283) 27 CLIENT MARKETING – NEW ONLINE MAILING TEMPLATES (v283) 28 Database Backups & Restores 31 BACKUPS – CREATING AND SAVING A BACKUP (v245) 31 BACKUPS – EMPLOYEE SECURITY (v245) DATA RESTORE (v245) 32 NEW SERVER DATA RESTORE (v245) 34 Employees 36 EMPLOYEE LIST (v225) EMPLOYEE GOALS (v225) EMPLOYEE SECURITY (v225) 36 TRANSACTION – CLIENT VISIT (v245) 36 EMPLOYEE SECURITY – REPORTING: TRANSACTION REPORTS (v259) 37 EMPLOYEE SECURITY – REPORTING: BILLBOARD & DASHBOARD (v259) 37 EMPLOYEE SECURITY – APPOINTMENTS (v283) 37

What's New in STX 3 ©STX Soware, LLC 2010 - 2016 Table of Contents by Subject (Continued) iOS (STX on your iPhone, iPad, iPod touch) 38 iOS – APPLICATION ENHANCEMENTS (v225) iOS – PAIR/UNPAIR (v245) 38 iOS – TRANSACTIONS (v245) 39 iOS – CLIENT INFORMATION (v245) iOS – APPOINTMENTS (v245) 42 iOS – LOGGING OUT OF STX iOS (v250) iOS – INVENTORY MANAGEMENT (v250) 43 iOS – TICKETS (v250) 45 iOS – REMOTE RECEIPT (v250) iOS – INVENTORY MANAGEMENT (v259) 46 iOS – LOGIN (v259) iOS – TICKETS (v259) iOS – APPOINTMENT BOOK (v262) 47 iOS – TICKETS (v262) 48 Online Services (OLS) 56 ONLINE SERVICES (OLS) – UPDATE PROFILE (v245) 56 Payroll 57 PAYROLL: PROCESS PAYROLL (v245) 57 Purchase Orders 58 PURCHASE ORDERS – NEW BADGE ICON (v283) 58 Receipts 59 PREFERENCES: RECEIPTS (v245) 59 EMAIL RECEIPTS (v245) 60 Reports 62 REPORTING FUNCTIONALITY CHANGES (v225) TRANSACTIONS: EMPLOYEE SALES (v245) 62 TRANSACTIONS: PAYMENT LIST (v245) 63 TRANSACTIONS: TOTAL SHEET (v245) 64 BILLBOARD (v250) 65 CLIENT RETENTION BY EMPLOYEE (v250) 66 TRANSACTIONS – DELETED TICKETS (v250) CLIENT RETENTION BY EMPLOYEE (v259) 67 CLIENT ANALYSIS BY EMPLOYEE (v259) TRANSACTIONS – EMPLOYEE SALES PERFORMANCE (v259) 68 BILLBOARD (v259) 69 DASHBOARD (v259) 70

What's New in STX 4 ©STX Soware, LLC 2010 - 2016 Table of Contents by Subject (Continued)

Reports (connued) DASHBOARD: GIZMO LIBRARY: APPOINTMENTS (v283) 72 TRANSACTIONS: MONTHLY BUSINESS RECORD (v283) 75 CLIENT RETENTION BY EMPLOYEE (v283) 76 Setup 77 SETUP – FINANCE (v225) SETUP – GENERAL: ONLINE (v262) 77 SETUP – GENERAL: SMS REMINDERS (v283) 78 SETUP – PRODUCTS: IMPORT PRODUCTS (v284) 79 Installing Upgrades 80 Upgrade STX: Server Computer 81 Upgrade STX: Workstaon Computer(s) 85 Upgrade STX: Mulple Site Locaons 86 STX Login 87

What's New in STX 5 ©STX Soware, LLC 2010 - 2016 Table of Contents by Upgrade Version

STX 2.6 v225 (Required: Mac OS X 10.4 or later) DISK SPACE ALERT (v225) 9 APPOINTMENT BOOK (v225) 12 CLIENT CARD – PICTURES (v225) CLIENT CARD – SERVICE AND RETAIL LOGS (v225) 22 CLIENT MARKETING (v225) 22 EMPLOYEE LIST (v225) EMPLOYEE GOALS (v225) EMPLOYEE SECURITY (v225) 36 iOS – APPLICATION ENHANCEMENTS (v225) 38 REPORTING FUNCTIONALITY CHANGES (v225) 62 SETUP – FINANCE (v225) 77 STX 2.8.2 v245 (Required: Mac OS X 10.5 or later) REQUESTED EMPLOYEE (V245) 12 BOOKING CALENDAR – VALUE (v245) 15 APPOINTMENT BUILDER (v245) 16 SMS TEXT MESSAGING – APPOINTMENT REMINDER (v245) 20 CLIENT MAILING STATISTICS (v245) 22 BACKUPS – CREATING AND SAVING A BACKUP (v245) 31 BACKUPS – EMPLOYEE SECURITY (v245) DATA RESTORE (v245) 32 NEW SERVER DATA RESTORE (v245) 34 TRANSACTION – CLIENT VISIT (v245) 36 iOS – PAIR/UNPAIR (v245) 38 iOS – TRANSACTIONS (v245) 39 iOS – CLIENT INFORMATION (v245) iOS – APPOINTMENTS (v245) 42 ONLINE SERVICES (OLS) – UPDATE PROFILE (v245) 56 PAYROLL: PROCESS PAYROLL (v245) 57 PREFERENCES: RECEIPTS (v245) 59 EMAIL RECEIPTS (v245) 60

What's New in STX 6 ©STX Soware, LLC 2010 - 2016 Table of Contents by Upgrade Version (continued)

STX 2.8.2 v245 (Required: Mac OS X 10.5 or later) CONTINUED TRANSACTIONS: EMPLOYEE SALES (v245) 62 TRANSACTIONS: PAYMENT LIST (v245) 63 TRANSACTIONS: TOTAL SHEET (v245) 64 STX 2.9 v250 (Required: Mac OS X 10.5.8 or later) iDEVICE POLE DISPLAY SETUP (v250) 9 iOS – LOGGING OUT OF STX iOS (v250) iOS – INVENTORY MANAGEMENT (v250) 43 iOS – TICKETS (v250) 45 iOS – REMOTE RECEIPT (v250) 46 BILLBOARD (v250) 65 CLIENT RETENTION BY EMPLOYEE (v250) 66 TRANSACTIONS – DELETED TICKETS (v250) 67 STX 2.9 v259 (Required: Mac OS X 10.5.8 or later) IMAGE RESIZING (v259) 10 STANDING APPOINTMENTS (v259) 16 APPOINTMENT STATUS (v259) 21 CLIENT MARKETING – FILTERS (v259) 23 EMPLOYEE SECURITY – REPORTING: TRANSACTION REPORTS (v259) 37 EMPLOYEE SECURITY – REPORTING: BILLBOARD & DASHBOARD (v259) 37 iOS – INVENTORY MANAGEMENT (v259) 46 iOS – LOGIN (v259) iOS – TICKETS (v259) 47 CLIENT RETENTION BY EMPLOYEE (v259) 67 CLIENT ANALYSIS BY EMPLOYEE (v259) TRANSACTIONS – EMPLOYEE SALES PERFORMANCE (v259) 68 BILLBOARD (v259) 69 DASHBOARD (v259) 70

What's New in STX 7 ©STX Soware, LLC 2010 - 2016 Table of Contents by Upgrade Version (continued)

STX 2.9 v262 (Required: Mac OS X 10.8.5 or later) CLIENT MARKETING FORMAT CHANGE (v262) CLIENT NOTIFICATIONS (v262) 24 iOS – APPOINTMENT BOOK (v262) 47 iOS – TICKETS (v262) 48 SETUP – GENERAL: ONLINE (v262) 77 STX 3.1 v283 (Required: Mac OS X 10.8.5 or later) APPOINTMENTS: CONFIRMATION EMAIL (v283) 21 CLIENT – MAILING STATISTICS NEW PIE CHART (v283) 27 CLIENT MARKETING – NEW ONLINE MAILING TEMPLATES (v283) 28 EMPLOYEE SECURITY – APPOINTMENTS (v283) 37 PURCHASE ORDERS – NEW BADGE ICON (v283) 58 DASHBOARD: GIZMO LIBRARY: APPOINTMENTS (v283) 72 TRANSACTIONS: MONTHLY BUSINESS RECORD (v283) 75 CLIENT RETENTION BY EMPLOYEE (v283) 76 SETUP – GENERAL: SMS REMINDERS (v283) 78 STX 3.1 v284 (Required: Mac OS X 10.8.5 or later) SETUP – PRODUCTS: IMPORT PRODUCTS (v284) 79 STX 3.1 v290 (Required: Mac OS X 10.8.5 or later) Under-the-hood improvements only – no items in this manual STX 3.1 v294 (Required: Mac OS X 10.8.5 or later) Under-the-hood improvements only – no items in this manual

What's New in STX 8 ©STX Soware, LLC 2010 - 2016 Application

DISK SPACE ALERT (v225): Upon login, STX will check the disk space on the server to make sure there is enough room remaining to provide good performance – displays an alert if disk space is low.

STX PREFERENCES (v250): New keyboard shortcut: Command-, (Command Comma) makes accessing the STX Preferences window easier. iDEVICE POLE DISPLAY SETUP (v250): An iPod touch, iPhone, or iPad can be used as a Pole Display or Remote Receipt. Simply pair your device with STX and mark the Receipt? checkbox next to the connected device, showing in the Setup: Devices secon of STX. Each device marked as a receipt device will ONLY funcon as a receipt device. Your guests can view the cket receipt on the device each me a cket is changed, whether adding services, retail, gis, performing a refund, or adding payments. This is especially helpful to California locaons, which are required to display prices as items are added to a cket, and before payment is requested. Just like a receipt printer, each computer running STX can set a preference to point to a diﬀerent device.

Simply open the Preferences window and choose the Receipts tab to set your Receipt Device for each computer. Press the Show/Hide Receipt buon on a cket, and it will display the receipt on both your computer screen, as well as on the screen of your Receipt Device.

Or, check the Default Client Visit to Show Receipt box, and the receipt will automacally be displayed with the cket, without having to click the Show/Hide Receipt buon on the cket. When between ckets, the device will automacally begin to display a slideshow of images or movies that you have placed in an album entled STX. You must create the STX album in iPhoto, add the desired ﬁles and sync to the iDevice through iTunes. This is a great way to market to your guests.

What's New in STX 9 ©STX Soware, LLC 2010 - 2016 IMAGE RESIZING (v259): Image resizing behavior has been modiﬁed throughout STX. When an image larger than 2MB in size is being added, a warning will appear. You will need to resize your image and try again.

Click OK to select another image. This warning appears in the following areas:

Setup: General: Company, to add a logo

Setup: General: Gi Templates, to add a custom gi template

What's New in STX 10 ©STX Soware, LLC 2010 - 2016 When an image larger than 2MB in size is being added, a warning will appear. STX will aempt to reduce the image for you. Click Cancel to select another image.

Click Add Large Version (2MB) to add the image at the 2MB size. Click Reduce & Add (100KB) to add a reduced version of the image. In most instances, a 100KB image will be suﬃcient for screen display. This warning appears in the following areas:

Client: Client Cards: Pictures, to add a new client picture stored on your computer.

Setup: Employees: Pictures, to add a new employee picture stored on your computer.

What's New in STX 11 ©STX Soware, LLC 2010 - 2016 Appointments

APPOINTMENT BOOK (v225): Displays a numeric badge at the top of each column indicang the number of appointments on the waing list for each staﬀ member.

REQUESTED EMPLOYEE (V245): A new Requested Employee checkbox allows you to determine if an employee was requested to perform a speciﬁc service or not. By checking this box, the employee will be marked as having been requested. This new feature does not consider what Visit Type is selected when booking an appointment.

The appointment detail screen shows which employees were requested and which were not. Open the appointment detail screen to manually check or uncheck each employee as being requested by the client to perform the service(s). Appointments booked using the Basic Booking method will not have the Requested Employee box automacally checked when the appointment is scheduled. Appointments booked using the Appointment Builder will have the Requested Employee box automacally checked if a single employee is selected from the employee popup menu.

The same holds true for appointments booked online. If the client requests a speciﬁc employee per service(s) being booked, the Requested Employee checkbox will automacally be checked. The Requested Employee checkbox will remain unchecked when searching for Any employee. This informaon is also available on the Service Log tab of the Client Card as shown below.

What's New in STX 12 ©STX Soware, LLC 2010 - 2016 Employees who were requested appear in GREEN text. The Requested Employee informaon is also available on the Services tab of the Client Visit as shown below.

Employees who were requested will be checked. Manually check for uncheck the Req checkbox for each employee.

What's New in STX 13 ©STX Soware, LLC 2010 - 2016 A new Payroll Method opon has been added for when a service is ﬂagged with a Requested Employee. To add this opon to a payroll method, go to Setup: Finance: Payroll Methods. Please note, the Requested Employee box on the Client Visit cket transacon MUST be checked before the amount will be calculated in payroll.

In this example, there is an extra commission of 10% given for services ﬂagged with a requested employee. For instance, the Gross Service – Employee Requested comes to $300 paying a 10% commission, where the overall Gross Service amount is $405 paying a 30% commission. When the 2 are added together, the employee receives a 10% bonus where any services are ﬂagged with Requested Employee.

What's New in STX 14 ©STX Soware, LLC 2010 - 2016 BOOKING CALENDAR – VALUE (v245):

When checking the new Value checkbox, the appointment Booking Calendar will show the value of booked appointments at the boom of the screen. Note: Employee security must be given permission to access this new feature. To set employee security permission to view the Value of booked appointments on the Booking Calendar, go to Setup: Employee: Security.

The Can View Booked Value is located under Appointments: Booking Calendar Window. When le unchecked, the employee will not be able to view the value of any of the booked appointments.

What's New in STX 15 ©STX Soware, LLC 2010 - 2016 The Value of the booked appointments is determined by the appointments being displayed on the booking calendar for the following views:

One Day All Employees

One Day One Employee

One Week One Employee

One Weekday One Employee

One Day Mulple Employees

APPOINTMENT BUILDER (v245):

The Appointment Builder now shows the base Price of each service in the search results. The base Price may vary depending on the employee chosen to perform the selected service(s).

What's New in STX 16 ©STX Soware, LLC 2010 - 2016 SMS TEXT MESSAGING – APPOINTMENT REMINDER (v245): The new SMS text messaging feature allows you to send appointment reminders to clients who wish to receive a reminder via text messaging and have a valid 10- digit phone number on ﬁle.

In addion to the client receiving a reminder email of their upcoming appointment, SMS reminders are sent two hours in advance of an appointment. NOTE: You must be acvely subscribing to Online Services in order to send SMS reminders. To enable the sending of SMS reminders, go to the Online tab in the General Setup window.

Check the box labeled Send SMS reminders to enable the feature. NOTE: SMS appointment reminders will only be sent if there are SMS credits remaining. Click Buy Credits to purchase SMS credits. The following screen will appear.

What's New in STX 17 ©STX Soware, LLC 2010 - 2016 Select the desired number of credits and enter the Payment Informaon.

Click Purchase Online, and a receipt will be emailed.

Aer purchasing SMS credits, go to the Client Card for each client wishing to receive an SMS appointment reminder.

Only clients with the SMS checkbox checked will receive the SMS appointment reminder. The box is only enabled for valid 10-digit phone numbers listed in the Cellular ﬁeld.

Clients can opt-in for SMS appointment reminders when logging into the Online Booking site, which will automacally update the client card in STX. Aer logging into the Online Booking site, the client will click Edit Proﬁle. The SMS opon will appear at the boom of the Proﬁle screen.

What's New in STX 18 ©STX Soware, LLC 2010 - 2016 Check the box for SMS reminders and click Update Proﬁle.

A new report has been added to show a summary of all SMS acvity. The SMS Acvity report is found in Reporng: Reports: Appointments.

Set the desired Start Date and End Date. Click Print.

What's New in STX 19 ©STX Soware, LLC 2010 - 2016 Each me a new SMS appointment reminder is sent, the SMS Acvity report will show the date and how many reminders were sent at once. With each SMS appointment reminder, the Balance will reﬂect how many credits are remaining.

Start – The starng balance for the number of SMS credits available for the date(s) of the report. Credits – The number of SMS credits purchased for the date(s) of the report. Debits – The number of SMS credits used during the date(s) of the report. End – The ending balance for the number of SMS credits available for the date(s) of the report. Date – The date where each SMS acvity occurred. Descripon – Describes what kind of SMS acvity occurred, whether sending a reminder or purchasing SMS credits. Credit – Shows how many SMS credits were purchased. Debit – Shows how many SMS credits were used. Balance – A running balance of SMS credits available.

STANDING APPOINTMENTS (v259): Now you can create standing appointments using the modiﬁed appointment duraon of the base appointment. Previously, when creang a standing appointment from an appointment whose duraon was manually changed, either stretched or shrunk, the standing appointments created would have a duraon of their original length.

What's New in STX 20 ©STX Soware, LLC 2010 - 2016 APPOINTMENT STATUS (v259): A new appointment Status has been added for use with Online Services. Appointment reminders sent out via Online Services now set the appointment status to Email Sent, instead of Called.

This feature provides diﬀerenaon from actual phone reminders versus email reminders. This status cannot be set on the book, but it can be set on the Appointment Detail window if desired.

The Email Sent status color is a muted orange.

APPOINTMENTS: CONFIRMATION EMAIL (v283): Adds ability to send a Conﬁrmaon Email when an appointment is booked ‘in-house’.

Double-click an appointment to open the Appointment Detail window. At the boom of the window, click Email: Conﬁrmaon to have a conﬁrmaon email sent directly to the client.

What's New in STX 21 ©STX Soware, LLC 2010 - 2016 Clients

CLIENT CARD – PICTURES (v225): Adds the ability to set a default image for the client. This image will be displayed on the Appointment Book and in the iPhone applicaon.

CLIENT CARD – SERVICE AND RETAIL LOGS (v225): Displays “Yes” in the “Pk” column for packages and series. Displays a dash (-) for items within a series or a package. Displays stock numbers on product packages.

CLIENT MARKETING (v225): Fixed the “Client of Mailing” ﬁlter that prevented it from working properly in some circumstances.

CLIENT MAILING STATISTICS (v245): A new Retry toolbar item has been added for any failed mailings, and 2 new detail secons have been added for Booked and Ticketed.

If Internet connecvity has been an issue so that the mailing was not able to send, it will be listed in RED. Once Internet connecon is regained, highlight a failed mailing and click Retry. The failed mailing will aempt to resend.

The 2 new detail secons are as follows: Booked – Shows the number and value of all appointments booked within 36 hours of the mailing date by people who have READ the email. Ticketed – Shows the number and value of all Client Visit cket transacons associated with the appointments booked by people who have READ the email. Double-click a client name from any of the detail secons to go to the clientʼs card.

What's New in STX 22 ©STX Soware, LLC 2010 - 2016 CLIENT MARKETING – FILTERS (v259):

The Spending on Product Lines ﬁlter previously ignored the amount entered into the Amounts ﬁeld.

This ﬁlter now pays aenon to the value entered.

The Spending on Manufacturers ﬁlter previously ignored the amount entered into the Amounts ﬁled.

This ﬁlter now pays aenon to the value entered.

What's New in STX 23 ©STX Soware, LLC 2010 - 2016 CLIENT MARKETING FORMAT CHANGE (v262): New tabs have been added to the Client Markeng & Noﬁcaon window.

The image drawer (tray) has been removed, and the ‘bubbles’ for names and email address are now located in the boom center of the window. Images can be managed outside of STX. If you’ve discarded a previously used image, simply go to Client: Mailing Stascs, and select a previous mailing. Drag the desired image from the Mailing Stascs window to your desktop, then drag the image from the desktop into the new mailing. It is recommended a folder be created to contain each image, header, and footer being used in online mailing campaigns.

CLIENT NOTIFICATIONS (v262): STX now supports sending automated noﬁcaons between midnight and 1am, or within an hour of the server connecng to the Internet, to all qualifying guests with a valid email address for the most common guest communicaons. The content of the noﬁcaon can be changed just like an online mailing campaign, and are sent at most once per day.

New Guest Welcome - Sent to guests the day aer they complete their first transacon, whether it be a service or retail only transacon. To automate the New Guest Welcome email, check the Automate box. Select a template and complete the Subject line. Edit the content of the email as desired. Click Choose Template... to select a different template. This noficaon will ignore the Do Not Mail flag since it is transaconal in nature.

What's New in STX 24 ©STX Soware, LLC 2010 - 2016 Birthday Wishes - Sent to guests either on their birthday or up to seven days before. To automate the Birthday Wishes email, check the Automate box. Select a template and and complete the Subject line. Edit the content of the email as desired. Click Choose Template... to select a diﬀerent template. Use the popup menu labeled Guests receive their birthday wishes to select the desired opon.

Overdue Guest - Sent to guests between two and six weeks aer their last appointment if they have no future appointment already booked. Think of this as a ‘reminder’ to schedule another appointment before the client is considered ‘overdue’.

To automate the Overdue Guest email, check the Automate box. Select a template and and complete the Subject line. Edit the content of the email as desired. Click Choose Template... to select a diﬀerent template.

Use the popup menu labeled Guests are overdue if they have no appointment on the book to select the desired opon.

What's New in STX 25 ©STX Soware, LLC 2010 - 2016 Lost Guest - Sent to guests between two and six months aer their last appointment if they have no future appointment already booked. To automate the Lost Guest email, check the Automate box. Select a template and and complete the Subject line. Edit the content of the email as desired. Click Choose Template... to select a diﬀerent template. Use the popup menu labeled Guests are considered lost if they have no appointment on the book to select the desired opon.

Guest Referral - Sent to guests the day aer they refer someone to your locaon. To automate the Guest Referral email, check the Automate box. Select a template and and complete the Subject line. Edit the content of the email as desired. Click Choose Template... to select a different template. This noficaon will ignore the Do N o t M a i l fl a g s i n c e i t i s transaconal in nature.

What's New in STX 26 ©STX Soware, LLC 2010 - 2016 CLIENT – MAILING STATISTICS NEW PIE CHART (v283): Changed the mailing graph to be a simple pie chart.

What's New in STX 27 ©STX Soware, LLC 2010 - 2016 CLIENT MARKETING – NEW ONLINE MAILING TEMPLATES (v283): Added 14 new mailing templates.

Image size: 225 x 373 pixels (3.13 x 5.18 inches). Gray header, footer, and le/right gray bars cannot be replaced. Text in gray footer can be changed, replaced or deleted.

Le hand bar graphic: 98 x 582 pixels (1.36 x 8.08 inches). Image size: 237 x 528 pixels (3.29 x 7.33 inches). Red footer cannot be replaced. Text in red footer can be changed, replaced or deleted.

Image size: 308 x 354 pixels (4.28 x 4.92 inches). Blue plaid headers size: 676 x 42 pixels (9.39 x 0.58 inches). Blue solid footer cannot be replaced. Text in blue solid footer can be changed, replaced or deleted.

Green header size: 676 x 53 pixels (9.39 x 0.74 inches). To replace green header, delete all text ﬁrst. There will sll be a slight green bar below the custom header that cannot be replaced. Width of custom header must be exactly 676 pixels (9.39 inches). Height must be at least 53 pixels (0.74 inches). Image size: 676 x 225 pixels (9.39 x 3.13 inches). Gray footer cannot be replace. Text in gray footer can be changed, replaced, or deleted.

What's New in STX 28 ©STX Soware, LLC 2010 - 2016 Maroon header cannot be replaced. Text in maroon header can be changed, replaced or deleted. Image size: 299 x 284 pixels (4.15 x 3.94 inches) Maroon footer cannot be replaced. Text in maroon footer can be changed, replaced, or deleted.

Green leaf header size: 676 x 120 pixels (9.39 x 1.67 inches). Green leaf header can be replaced by an image width of 676 pixels (9.39 inches). There is no height requirement when replacing this header. Green solid footer cannot be replaced. Text in green solid footer can be changed, replaced or deleted.

Image size: 301 x 426 pixels (4.18 x 5.92 inches).

Image size: 304 x 397 pixels (4.22 x 5.51 inches). Brown footer cannot be replaced. Text in brown footer can be changed, replaced or deleted.

Blue header size: 676 x 96 pixels (9.39 x 1.33 inches). To replace blue header, delete all text ﬁrst. Width of custom header must be exactly 676 pixels (9.39 inches). Height must be at least 96 pixels (1.33 inches). Gray vercal bar size: 10 x 277 pixels (0.14 x 3.85 inches). Image size: 275 x 402 pixels (3.82 x 4.02 inches). Bar at footer cannot be replaced. Text in white footer can be changed, replaced, or deleted.

What's New in STX 29 ©STX Soware, LLC 2010 - 2016 Maroon bar at header cannot be replaced. Image size: 313 x 483 pixels (4.35 x 6.71 inches). Maroon bar at footer cannot be replaced. Text in white footer can be changed, replaced, or deleted.

Image size: 327 x 490 pixels (4.54 x 6.81 inches). Black background in text area cannot be changed. Yellow footer cannot be replaced. Text in yellow footer can be changed, replaced or deleted.

Herringbone border secons can be replaced with the following sized custom border secons: – Le: 17 x 470 pixels (0.24 x 6.53 inches) – Top: 676 x 11 pixels (9.39 x 0.15 inches) – Right: 17 x 470 pixels (0.24 x 6.53 inches) – Boom: 676 x 13 pixels (9.39 x 0.18 inches) Image size: 321 x 410 pixels (4.46 x 5.69 inches). Gray footer cannot be replaced. Text in gray footer can be changed, replaced, or deleted.

Image size: 339 x 461 pixels (4.71 x 6.4 inches). Gray footer cannot be replaced. Text in gray footer can be changed, replaced or deleted.

Light green header size: 676 x 42 pixels (9.39 x 0.58 inches). Green solid header size: 676 x 53 pixels (9.39 x 0.74 inches). To replace green solid header, delete all text ﬁrst. There will sll be a slight green solid bar below the custom header that cannot be replaced. Width of custom header must be exactly 676 pixels (9.39 inches). Height must be at least 53 pixels (0.74 inches). Green solid and light green footers cannot be replaced. Text in light green footer can be changed, replaced, or deleted.

What's New in STX 30 ©STX Soware, LLC 2010 - 2016 Database Backups & Restores

BACKUPS – CREATING AND SAVING A BACKUP (v245): A new Backups opon has been added to the STX Menu. The Backups opon replaces the STXAdminTool applicaon, previously used to create new database backups. NOTE: You MUST remove and throw away the STXAdminTool applicaon from the Applicaons folder.

IF YOU ARE SUBSCRIBING TO ONLINE SERVICES, YOU WILL IGNORE THIS SECTION – skip to page 36.

A new backup is automacally created on a weekly basis, as long as the STX Server computer is le on. However, a new backup can be created at any me by going to the Backups opon in the STX Menu from any computer using the STX soware. Copies of the backups can be created from the STX Server only. Only one backup ﬁle can be created at any given me.

To create a new backup, click Backup Now. The new backup will appear in the Backup list. To save a copy of an exisng backup, click Save To...

Navigate to where you would like to save the backup copy and click Save.

The copy of the backup will appear.

What's New in STX 31 ©STX Soware, LLC 2010 - 2016 BACKUPS – EMPLOYEE SECURITY (v245): Employee security opons have been added, allowing the employee to perform the backup funcons. To enable the employee security, go to Setup: Employee: Security.

The Backups security opons are found under STX Menu: Backups. Check the items you wish the employee to have access. Click Save when ﬁnished.

DATA RESTORE (v245): If you are currently an Online Services Subscriber, you MUST contact the Technical Support team for assistance with a data restore. They can be reached by calling 800.766.4778, or by emailing [email protected]. Performing a data restore without assistance may cause harm to your database. Only a Server computer with a valid license can perform a restore. Restoring will automacally roll-forward all informaon since the backup was taken, as long as you are restoring to the same computer where the backup was originally created. The STXRestore applicaon is automacally installed in the Applicaons folder. Feel free to drag the applicaon to place a shortcut in the Dock.

If you are restoring on the computer where the data backup was originally created, double-click the STXRestore applicaon to begin the data restore process.

What's New in STX 32 ©STX Soware, LLC 2010 - 2016 When opening the STXRestore applicaon to perform the data restore, the following window will appear:

Using the popup menu, select which backup ﬁle to restore, and click the Restore buon.

Click Restore to proceed with the data restore. Click Cancel to leave the exisng data untouched.

Make sure the STX soware is NOT being used on any computer while restoring the data. Each computer MUST quit STX in order for the data restore to funcon properly.

Type the Administrator Name and Password for the computer.

Once the data has been restored, quit the STXRestore applicaon to begin using the STX soware.

What's New in STX 33 ©STX Soware, LLC 2010 - 2016 NEW SERVER DATA RESTORE (v245): If you are restoring the data onto a new Server computer, you will need to place a saved copy of the last backup created from the original Server computer onto the new Server computer awaing the restore. You will need to also obtain a new STX License Key before the data restore can be completed. Please contact our Technical Support team by calling 800.766.4778, or by emailing support@stxsoware.com.

Locate the saved copy of the last backup created from the original Server computer. Double-click the backup ﬁle to begin the data restore process.

Click OK to proceed with the data restore. Click Cancel to leave the exisng data untouched.

Make sure the STX soware is NOT being used on any computer while restoring the data. Each computer MUST quit STX in order for the data restore to funcon properly.

Once the backup ﬁle is veriﬁed, click Restore.

Click Restore to proceed with the data restore. Click Cancel to leave the exisng data untouched.

What's New in STX 34 ©STX Soware, LLC 2010 - 2016 Again, make sure the STX soware is NOT being used on any computer while restoring the data. Each computer MUST quit STX in order for the data restore to funcon properly.

Type the Administrator Name and Password for the computer.

Once the data has been restored, quit the STXRestore applicaon to begin using the STX soware on the new Server computer.

What's New in STX 35 ©STX Soware, LLC 2010 - 2016 Employees

EMPLOYEE LIST (v225): Adds a popup that allows you to limit the employee list by department. Employee Goals are now supported using the Goals tab.

EMPLOYEE GOALS (v225): Allows mul-select of employees for goal seng. Selecng one or more employees or goals enables the ability to set goals from history using the “Calculate Goals…” buon.

EMPLOYEE SECURITY (v225): Adds new permissions to support Goals for employees.

TRANSACTION – CLIENT VISIT (v245): The ability to manually modify the Net Price of either a service or a product is now controlled through the Employee Security sengs.

To change the Employee Security, go to Setup: Employee: Security.

The Can Modify Net Price Directly opon will allow the employee to modify the Net Price of either a service and/or a product on the cket. When le unchecked, the employee will only be able to modify the Net Price when a discount is applied.

What's New in STX 36 ©STX Soware, LLC 2010 - 2016 EMPLOYEE SECURITY – REPORTING: TRANSACTION REPORTS (v259): New security has been added for prinng the Employee Sales Performance.

EMPLOYEE SECURITY – REPORTING: BILLBOARD & DASHBOARD (v259): New security has been added for accessing the Billboard and Dashboard.

EMPLOYEE SECURITY – APPOINTMENTS (v283): Ensures that STX checks the employee security when changing the appointment status: • When right-clicking on the Booking Calendar window • When right-clicking on the Today’s Appointments Requires “Can Save” security clearance on the Appointment Detail window to delete an appointment service from a mul-service appointment.

What's New in STX 37 ©STX Soware, LLC 2010 - 2016 iOS (STX on your iPhone, iPad, iPod touch) iOS – APPLICATION ENHANCEMENTS (v225): • Add the ability to pair a device • Add the ability to show goals • Add the ability to support the nave iPad screen resoluon • Add retail history to the client card • Add retail detail and service detail to the retail and service logs within the client card

iOS – PAIR/UNPAIR (v245): NOTE: The new version of the iDevice mobile app must be downloaded and installed before these new features will work.

The Unpair buon has been removed from upper right-hand corner of the login screen, as it should never be necessary to unpair a device.

If someone wishes to Unpair the device from the STX server data, they can go to the device Sengs and remove the STX host ID.

Tap inside the Host ID ﬁeld to delete the informaon in the ﬁeld. Upon re- launch of the STX Mobile App, a new pairing string will be requested.

What's New in STX 38 ©STX Soware, LLC 2010 - 2016 iOS – TRANSACTIONS (v245): The ability to pay a transacon by manually entering a credit card has been added. NOTE: Your STX license key must have electronic payments enabled and you must have an Instore Merchant account established.

Tap the transacon where you wish to Enter the add the credit card appropriate p payment. amount.

Tap Add Tip to in Tap Save when order to add a p to ﬁnished. the transacon.

The new Included Tickets secon has been added to view which unpaid ckets have been included Tap type Choose… in the open to select which transacon. form of credit card payment will be Tap Pay Ticket to used. add a credit card payment to the open cket transacon.

What's New in STX 39 ©STX Soware, LLC 2010 - 2016 Enter the necessary credit card informaon, beginning with the credit card number.

Tap the type of credit card, and a checkmark will be placed next to the name. Enter the expiring 2-digit Tap Save when month, the finished. expiring 2-digit year, and finally the security code (CVV) of the credit card. Tap Save when finished.

Tap Done aer the client signs the signature line.

Tap Done once the signature is To accept the complete. signature, tap OK. To clear the signature so the client can sign again, tap Cancel.

What's New in STX 40 ©STX Soware, LLC 2010 - 2016 Once the cket has been paid, the iDevice Mobile App oﬀers the ability to either Email Receipt or Print Receipt.

Tapping Email Receipt will allow you to enter the clientʼs email address. If the client has an email address on file, or has a Responsible Party set, the email used by STX will appear by default. If they do not have an email address, or would like it to be emailed to a different email address than whatʼs on file, the desired email address is entered here. This email address will NOT change what is stored on the client card. NOTE: You must be acvely subscribing to Online Services in order to email receipts to clients.

Tap Save to email the receipt.

Tapping Print Receipt will allow you to print a receipt for the client using the receipt printer already being used by the STX Desktop version. The iDevice can see only those printers that are set up as receipt printers within STX, and that copy of STX must be running on the computer.

Receipts printed from within the STX desktop version will show an obscured signature on the receipt from where the client signed on the iDevice.

NOTE: It is the industry standard to print an obscured version of the signature, rather than the actual signature itself.

What's New in STX 41 ©STX Soware, LLC 2010 - 2016 iOS – CLIENT INFORMATION (v245): The ability to add/update a client’s email address has been added.

Tap the Email field to begin typing. Tap Save when Tap add email to finished. enter an email The clientʼs email address if one is not address will be currently on file. saved on the clientʼs card. Tap Done when finished.

iOS – APPOINTMENTS (v245): The new Requested Employee feature has been added when scheduling appointments using an iDevice.

A new Requested Employee slider allows you to determine if an employee was requested to perform the appointment or not.

By sliding the slider to the ON posion, the employee will be marked as having been requested. This new feature does not consider what Visit Type is selected when booking an appointment.

What's New in STX 42 ©STX Soware, LLC 2010 - 2016 iOS – LOGGING OUT OF STX iOS (v250): Logout appears in the center of the device screen. Tap Logout if you wish to connue logging out.

iOS – INVENTORY MANAGEMENT (v250): STX for iOS now allows you to create an Inventory Adjustment record in much the same way as Mass Update, found in Setup: Products.

Enter the Manage Inventory mode in the Tickets area on the device.

Tap add product.

What's New in STX 43 ©STX Soware, LLC 2010 - 2016 Search or enter a product code and enter the amount you have on hand.

Tap add product to enter the next item. Tap Save when all products have been entered.

An Inventory Adjustment entry is created as you enter products.

Tap the Inventory Adjustment to see the products adjusted.

What's New in STX 44 ©STX Soware, LLC 2010 - 2016 iOS – TICKETS (v250): STX for iOS allows you to adjust the amount being paid on a cket. This is most helpful for guests who wish to avoid paying their house charge balance during checkout.

Tap the unpaid cket.

Tap Pay Charge Due to adjust the amount due, or remove all together. When the necessary adjustments have been made, tap Save to return to the cket.

What's New in STX 45 ©STX Soware, LLC 2010 - 2016 iOS – REMOTE RECEIPT (v250): STX for iOS can now be used as a Pole Display or Remote Receipt device at your point of sale locaon. New laws, parcularly in California, may require you to display the price for items as they are added to a cket. By seng up your device within STX on the computer, you can use various iOS devices at your front desk to display this informaon to your guests.

When sing idle between ckets, STX on the iOS device will automacally begin a slideshow using any images or movies you have placed in a STX album you created in iPhoto, and synced to the device through iTunes. This is a great way to market to your guests, provide them with ps or simply keep them entertained.

When a cket is opened in STX on the computer, STX on the iOS device will interrupt the slideshow and the guest’s receipt will appear. Changes made to the cket will automacally appear on the receipt, including changes made to services, products, gis, refunds, and payments.

The receipt displayed on the iOS device is full screen, and looks exactly as it does when viewing it in STX on the computer, as well as when it is printed on the receipt printer.

iOS – INVENTORY MANAGEMENT (v259): All employees with proper permission to manage inventory can now do so on any iOS device with the STX app.

The Manage Inventory opon on iDevice requires three security provisions.

To set the appropriate security opons, go to Setup: Employees: Security.

Under Setup > Products, the following must be checked to allow the employee to manage inventory on an iOS device: Can Access Window Can Save Changes Can Access Mass Update

What's New in STX 46 ©STX Soware, LLC 2010 - 2016 iOS – LOGIN (v259): Turning off noficaons on an iOS device no longer affects one’s ability to log in. iOS – TICKETS (v259): STX for iOS now supports examining ckets with no guest name for non-service ckets. It also supports redeeming Reward program promoons, the same as redeeming any other promoonal discount on the cket. iOS – APPOINTMENT BOOK (v262): STX for iOS now supports the ability to create a new appointment anywhere on the book, including on top of exisng appointments by pressing and holding in place. This allows you to double-book or book in the middle of an exisng appointment when an employee may be available.

In our example, the 3:15 PM me slot in Barb’s column is where we chose to double- book an appointment.

The darker shading of blue between 3:15 PM and 3:30 PM. is where we pressed and held.

Aer pressing and holding in place, release and a new Appointment Detail window will appear. Connue booking the appointment as usual.

What's New in STX 47 ©STX Soware, LLC 2010 - 2016 iOS – TICKETS (v262): New ckets can now be created without having an associated appointment. The ability to create a new cket without an associated appointment makes it possible to create retail only ckets from within STX for iOS.

Tap the new cket opon in the Unpaid Tickets secon, and select a Client Visit type.

Tap add new product and select the product the client wishes to purchase. To track the item sold under a speciﬁc client name, tap the *No Client* area at the top of the screen.

What's New in STX 48 ©STX Soware, LLC 2010 - 2016 Search for the client name, or tap add client to add a new client. Tap Save, which appears in the upper right hand corner when ﬁnished.

Tap add new service and/or add new product to add items being purchased on the cket.

Tap the employee line to select the employee ‘selling’ the product/ service. Tap the product line to select the product being sold.

What's New in STX 49 ©STX Soware, LLC 2010 - 2016 Tap Save in the upper right-hand corner when you are ﬁnished.

No longer restricted to credit card payment types, Tickets can now be paid using any payment type. Please note that the CASH payment type requires selecng a cash drawer if you have cash drawers conﬁgured in Setup: General: Cash Drawers.

Tap add payment to accept payment for the purchase(s).

Tap the type line to choose a form of payment.

What's New in STX 50 ©STX Soware, LLC 2010 - 2016 Tap the type of payment, and tap Save in the upper right-hand corner when ﬁnished.

If selecng the Cash form of payment, choose which cash drawer will be responsible for the cash amount. Tap Save in the upper right- hand corner.

Adjust the Payment Amount as necessary. Tap Save in the upper right-hand corner to accept the payment.

What's New in STX 51 ©STX Soware, LLC 2010 - 2016 At the boom of each cket, STX now displays the next appointment informaon for the guest.

If no future appointment is currently booked, a new appointment can be created using an Appointment Builder style interface by tapping Book Next Appointment.

Tap any service line to select a diﬀerent employee, or tap the red circle to remove the service. Tap add new service to the appointment. Tap the visit type line to select a client visit type.

What's New in STX 52 ©STX Soware, LLC 2010 - 2016 Tap the appropriate Visit Type. Tap Save in the upper right-hand corner when you have ﬁnished.

Tap the desired number of week(s) opon in the Availabilies in secon. A lisng of the top ‘best ﬁt’ me choices will appear.

Tap the requested day/date opon to book the appointment or view lisng of other me choices.

What's New in STX 53 ©STX Soware, LLC 2010 - 2016 Tap Book or Show other mes.

Tap the requested me to book the appointment. Each appointment me is listed ﬁrst by Rank, which means the mes are not in chronological order.

Tap Book to complete the booking.

What's New in STX 54 ©STX Soware, LLC 2010 - 2016 The booked appointment informaon will appear at the boom of the cket.

What's New in STX 55 ©STX Soware, LLC 2010 - 2016 Online Services (OLS)

ONLINE SERVICES (OLS) – UPDATE PROFILE (v245): The online booking system now allows a client to update their name, address and phone number informaon, as well as opt-in for SMS appointment reminders. Aer logging into the online booking system, click Edit Proﬁle.

The Current Password is required before any changes to the proﬁle can be made. Click Update Proﬁle when the desired changes are complete.

What's New in STX 56 ©STX Soware, LLC 2010 - 2016 Payroll

PAYROLL: PROCESS PAYROLL (v245): Go to Payroll: Process Payroll and enter the parameters for the pay period.

The new Print one page per employee checkbox, located in the lower-right hand corner of the Process Payroll screen, allows for page breaks between employees when prinng the payroll report.

What's New in STX 57 ©STX Soware, LLC 2010 - 2016 Purchase Orders

PURCHASE ORDERS – NEW BADGE ICON (v283): New “!” badge is applied to the Purchase Order icon in the main toolbar when products are below minimum order quanes for any supplier.

When creang a new Purchase Order, the suppliers with items below the minimum or minimum order quanes will show in the Supplier popup menu.

The number of low items will appear next to the supplier name.

What's New in STX 58 ©STX Soware, LLC 2010 - 2016 Receipts

PREFERENCES: RECEIPTS (v245): Receipt opons have been moved from the STX Preferences window.

The remaining checkbox opon Default Client Visit to Print Receipt indicates a receipt will print once the Client Visit is closed. Uncheck the box if you do not wish to print a receipt by default each me a cket is closed. NOTE: The cket must be paid before a receipt will print.

Go to Setup: General: Merchant to ﬁnd addional Receipt Opons…

Check Discount Details and/or Discount Summary to have the informaon printed on each receipt. To include a Tip Line on all electronic payments receipts, check the Receipts Include checkbox. NOTE: Your STX license key must have electronic payments enabled and you must have an Instore Merchant account established.

What's New in STX 59 ©STX Soware, LLC 2010 - 2016 For requesng a Tip line on each individual e m p l o y e e m e r c h a n t accounts, go to Setup: Employee: Payroll.

Check the box labeled Receipts Include to include a Tip Line on all employee electronic payments receipts. NOTE: The employee must have a m e r c h a n t a c c o u n t established.

EMAIL RECEIPTS (v245): A new toolbar item has been added to the Client Visit cket allowing you to email a receipt to a client. The cket must be paid before a receipt can be emailed to the client. Emailing a receipt will automacally close the Client Visit cket window. NOTE: You must be acvely subscribing to Online Services in order to email receipts to clients.

Click the Email Receipt buon to display a sheet with an email address ﬁeld…

What's New in STX 60 ©STX Soware, LLC 2010 - 2016 If the client has an email address on file, or has a Responsible Party set, the email used by STX will appear by default. If they do not have an email address, or would like it to be emailed to a different email address than whatʼs on file, the desired email address is entered here. This email address will NOT change what is stored on the client card. Click Email and Close.

The emailed receipt shows the same details as a printed receipt.

Example of printed receipt below…

What's New in STX 61 ©STX Soware, LLC 2010 - 2016 Reports

REPORTING FUNCTIONALITY CHANGES (v225): • Daily Hours – The Daily Hours report now includes the number of days worked next to the subtotal for each employee. • Reward Acvity – Make more room for the reward program name and allow it to become smaller if necessary to display the enre name. • Goals – A new window has been added to display goals for any or all staﬀ, targets, and months.

REPORTS: TRANSACTIONS: EMPLOYEE SALES (v245): Go to Reporng: Reports: Transacons to ﬁnd the Employee Sales report.

Set the desired date or date range for the report and click Print.

The Total Net column has been added to the Employee Sales report. The Total Net amount is calculated by adding the Service Sales Net amount to the Retail Sales Net amount.

What's New in STX 62 ©STX Soware, LLC 2010 - 2016 REPORTS: TRANSACTIONS: PAYMENT LIST (v245): Go to Reporng: Reports: Transacons to ﬁnd the Payment List report.

Set the desired date or date range for the report and click Print.

A cash summary has been added to the boom of the Payment List report. This new summary will always appear, regardless of the parameters used when generang the report.

What's New in STX 63 ©STX Soware, LLC 2010 - 2016 REPORTS: TRANSACTIONS: TOTAL SHEET (v245): Go to Reporng: Reports: Transacons to ﬁnd the Total Sheet report.

Set the desired parameters for the report, and click Print.

A Prepaids summary has been added to the boom of the Total Sheet report. This new summary will always appear, regardless of the parameters used when generang the report. The Prepaids totals are the actual value of all service packages & series whether sold, redeemed or refunded.

The Prepaids summary secon is found on the last page of the Total Sheet report.

When a service package or series is 'sold', the value will appear in the Prepaids Sold amount.

When a service from within the package or series is redeemed, meaning the client has had the service performed, the value of the service(s) redeemed will appear in the Prepaids Redeemed amount.

When one or more services from within the package or series is refunded, meaning the client no longer wishes to redeem the service(s), the value of the service(s) being refunded will appear in the Prepaids Refunded amount.

What's New in STX 64 ©STX Soware, LLC 2010 - 2016 REPORTS: BILLBOARD (v250): STX now includes a liquid visual display of employee goals. Each employee must have Goals set for the current month.

Go to Setup: Finance: Calculaons to indicate which Calculaons you want displayed on Billboard.

Each Calculaon must have a badge Billboard Color.

Click the Billboard Color: color box to select the desired Badge color.

The Colors pane will appear. Select the color and close the pane window. The badge Billboard Color will be set.

Go to the STX menu and select the Preferences opon. Go to the Billboard tab. Adjust the slider for how long you wish the employee focus to display.

If you want the employee images to display, check the Display Employee Images on Billboard checkbox.

Choose the Billboard opon under Reporng to view the rotang summary of employee goal achievement. The display will go full- screen…

What's New in STX 65 ©STX Soware, LLC 2010 - 2016 You must force-quit STX to exit the Billboard.

REPORTS: CLIENT RETENTION BY EMPLOYEE (v250): The Client Retenon by Employee report allows ﬁltering of each guest’s Inial Promoon. This is a great way to see if your promoons are producing retained guests, or if your promoons are bringing in guests who fail to return.

Only guests ﬂagged with the selected promoon will be included on the report. The Inial Promoon is the promoon set on the new guest’s client card to indicate how the client came to your business. On the Contact tab of the client card, use the popup menu to set the New Client (Inial) promoon.

What's New in STX 66 ©STX Soware, LLC 2010 - 2016 REPORTS: TRANSACTIONS – DELETED TICKETS (v250): Worried about deleted ckets? Just print the new Deleted Tickets report.

Set the desired date parameters and click Print.

The Deleted Tickets report details the date and me a cket was deleted, by whom, and the date of the deleted cket.

REPORTS: CLIENT RETENTION BY EMPLOYEE (v259): Under certain circumstances, generang this report required that you select an Inial Promoon other than the default seng of Any – this is no longer the case.

What's New in STX 67 ©STX Soware, LLC 2010 - 2016 REPORTS: CLIENT ANALYSIS BY EMPLOYEE (v259): A secon tle has been changed from Revenue to Gross Sales, to indicate this report excludes refunds.

REPORTS: TRANSACTIONS – EMPLOYEE SALES PERFORMANCE (v259): This new report provides a revenue summary by employee and a breakdown of service and retail revenue.

What's New in STX 68 ©STX Soware, LLC 2010 - 2016 Revenue – indicates total revenue for each employee. Tickets – indicates the number of ckets for each employee. Avg Ticket – indicates the average cket revenue for each employee. Service: Sales – represents the revenue in services for each employee. Service: % - represents the % of total revenue for the employee. Retail: Sales – represents the revenue in retail for each employee. Retail: % - represents the % of total revenue for the employee. Avg – indicates the average retail revenue per each cket for each employee. % with Retail – indicates the % of ckets with retail for each employee.

REPORTING – BILLBOARD (v259): By default, the Billboard now launches in a new separate Window Mode.

To launch the Billboard in full screen mode, simply hold down the Opon key while selecng the Billboard. Exing full screen mode now returns you to STX. Your password will be required to exit full screen mode.

Aer typing a password, press the Return or Enter key on your keyboard.

A manager and owner’s dream, the new Dashboard feature of STX puts key business performance indicators at your ﬁngerps.

From appointment stascs like Prebooked Percent, to guest stascs like Percent of Guests with Valid Email, to online stascs like Ticketed Campaign Revenue - plus Service, Social and Transacon stascs that visually indicate how your business is performing.

What's New in STX 70 ©STX Soware, LLC 2010 - 2016 Create a Dashboard where an owner/manager can put up Gizmos with informaon that is most important to them and their business. There are currently about 25 gizmos.

Gizmos are added by clicking Add Gizmo, found in the upper le-hand corner of the Dashboard window. The Gizmo Library will appear. Find and select the Gizmo you wish to add and click the Add buon in the lower le-hand corner. The newly added Gizmo will appear on the Dashboard.

Moving a Gizmo will reﬂow the gizmos beneath where you wish to place it.

Remove a Gizmo by clicking the X located in the upper right-hand corner of each Gizmo.

All gizmos start out at 1x size, but can be changed to 2x size by clicking the 2x buon in the lower right-hand corner of each Gizmo.

What's New in STX 71 ©STX Soware, LLC 2010 - 2016 REPORTING – DASHBOARD: GIZMO LIBRARY: APPOINTMENTS (v283): New Gizmos have been added to the Dashboard feature for Appointment stascs.

Visit Type (Today)

Visit Type (30 Days)

Booked Online (Today)

Booked Online Percent

Shows ‘today’s’ percentage, with a 30-day Min and a 30-day Max.

Busy Rao (Today)

The Total value in the upper le-hand corner reﬂects scheduled # of minutes for all employees. The pie chart reﬂects the busy me for ‘today’ only.

Shows ‘today’s’ percentage, with a 30-day Min and a 30-day Max.

Reporng: Dashboard: Gizmo Library: Social

Fixed Twier Gizmo to show recent tweets.

Reporng: Dashboard: Gizmo Library: Transacons

New YTD Sales by Kind with breakdown for Service $, Retail $, and Gi $.

What's New in STX 74 ©STX Soware, LLC 2010 - 2016 REPORTING – REPORTS: TRANSACTIONS: MONTHLY BUSINESS RECORD (v283): Added new Monthly Business Record report for comparing benchmark informaon.

Select Year, Color Service Group, and Manufacturer.

Compare informaon for each month from last year, to this year, with a % of change.

Page 1: Informaon includes Total Sales, Service Sales, Product Sales, Number of Transacons, Percent of Service Guests Purchasing Product, Average Product Dollars Per Ticket (RPCT), and Percent Booked (Producvity).

Informaon includes Average Service Dollars Per Service Ticket (SPST), the selected service group Service Sales Percentage, Percent Appointment Pre-Booked, Percent Exisng Guests Returning Within 90 Days, Percent New Guests Returning Within 90 Days, Inventory On-Hand, and selected Manufacturer Purchases.

REPORTING – REPORTS: CLIENTS: CLIENT RETENTION BY EMPLOYEE (v283): Modiﬁed Client Retenon by Employee report to be easier to read.

SETUP – FINANCE (v225): Add the ability to to create Calculaons for use in Employee Goals.

SETUP – GENERAL: ONLINE (v262): You can now choose how far in advance email reminders are sent to guests. Choices include 24, 48, 72 and 96 hours or “Automac” which is currently the same as 48 hours.

Appointment reminders are sent at most 24, 48, 72 or 96 hours before each appointment and at least eight hours aer the appointment was booked. This allows for appointment changes on the day of booking. Use the Send Email reminders popup menu to make your selecon. Email reminders sent Automacally are sent approximately 48 hours before the upcoming appointment.

Reminders are skipped for appointments booked within the next 24 hours. Addionally, reminders are not sent within sixteen hours of an appointment. If an STX Server computer is asleep or not connecng to the Internet, appointments within the next 16 hours of the computer being awakened or connecng to the Internet again will not generate a reminder. It is imperave for proper operaon that an STX Server computer remain awake and connected to the Internet 24/7/365.

What's New in STX 77 ©STX Soware, LLC 2010 - 2016 SETUP – GENERAL: SMS REMINDERS (v283): Added ability to customize when SMS Reminders are sent.

The Automacally opon will send the SMS Reminders exactly 2 hours ahead of an appointment.

All SMS Reminders now include the appointment date.

What's New in STX 78 ©STX Soware, LLC 2010 - 2016 SETUP – PRODUCTS: PRODUCTS: IMPORT PRODUCTS (v284): New Import Products feature allows imporng a product list.

Currently imports CSV or TAB separated ﬁles with certain required columns.

Please contact the Support team for help with imporng a product list.

WARNING: All computers running STX MUST be upgraded to the OS X minimum requirements indicated, or later version, before installing an STX upgrade. DO NOT perform this installaon if your server is running an earlier version of Mac OS X than that indicated for your chosen upgrade. You must be logged in to Mac OS X as an Admin user to perform this installaon. • STX 2.6 v225 (Required: Mac OS X 10.4 or later) • STX 2.8.2 v245 (Required: Mac OS X 10.5 or later) • STX 2.9 v250 (Required: Mac OS X 10.5.8 or later) • STX 2.9 v259 (Required: Mac OS X 10.5.8 or later) • STX 2.9 v262 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v283 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v284 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v290 (Required: Mac OS X 10.8.5 or later) • STX 3.1 v294 (Required: Mac OS X 10.9.5 or later An upgrade may take ﬁeen minutes to complete depending on the size of your installaon. Please be paent as interrupng the upgrade process may cause harm to your database. IMPORTANT: Aer installing any STX upgrade, always log in as OWNER and review exisng employee password security sengs when new features or reports are included. Employees will not have access to any new features and/or reports unl you make the necessary changes to the employee password security opons.

VERY IMPORTANT MESSAGE ABOUT CREDIT CARD PROCESSING!! If you are now processing credit cards through STX Soware, DO NOT change your Merchant Processor setup selecon without ﬁrst reviewing the contractual obligaons you may have with your current Processor. Selecng a new Merchant Processor will permanently stop all credit card acvity through your old Processor once you click “Save”. Exisng accounts will connue to work as long as the current sengs go unchanged.

Before changing an account, or adding any new accounts, please contact your STX Account Manager for more informaon regarding merchant processor opons. In order to ulize STX to process credit card transacons, new merchant accounts being set up in versions v269 and higher MUST be set up ulizing our direct relaonship with First Data. Please be sure to contact your account manager for more informaon.

IMPORTANT: Before installing the upgrade, make sure you are not currently running STX on any computer. All running copies of STX must be shut down prior to installing the upgrade. Shut down STX by going to the STX menu and selecng Quit STX.

Double-click the downloaded STX-X.X_vXXX.dmg ﬁle.

Read, print, or save the Soware License Agreement.

Click Agree.

The following STX window will open.

Double-click the icon named STXServer.pkg in the green box labeled Server Only.

Note: Do NOT perform this step on a workstaon computer.

WARNING: Do NOT aempt to run the Uninstall...Server.app on your own. P l e a s e c o n t a c t t h e S u p p o r t department for guidance. YOUR DATA WILL BE ERASED.

Read, print, or save the Soware License Agreement.

Click Connue.

Click Agree.

Type the OS X administrator name and password.

Click Install Soware.

The Install STX Server window will open.

The message will change several mes as the diﬀerent tasks are performed.

When the upgrade is successfully installed, the following window will appear.

Click Close.

What's New in STX 83 ©STX Soware, LLC 2010 - 2016 Follow the screen direcons for dragging the STX applicaon to the Applicaons folder. Do this directly on the screen.

The following window will appear.

WARNING: Do NOT aempt to run the Uninstall...Server.app on your own. P l e a s e c o n t a c t t h e S u p p o r t department for guidance. YOUR DATA WILL BE ERASED.

Click Replace.

Conﬁrm the STX.app is being copied into the Applicaons folder.

Drag the STX disk image to Eject (trash).

It is now safe for you to launch STX on the server computer and log in. Due to changes in the Mac OS X and STX Soware, it is necessary to confirm the installaon. An alert will appear when launching STX the first me aer installing the upgrade. To confirm the developer identy, go to the Apple menu and select System Preferences. Click the Security & Privacy icon. In the lower right-hand corner, you will see the Open Anyway buon. Click Open Anyway. Close the System Preferences screen and connue with launching the STX soware. The Login screen will appear. If you are running the STX applicaon on workstaon computer(s), please follow the steps below for upgrading.

Read, print, or save the Soware License Agreement. Click Agree.

The following STX window will open.

Do NOT open the item named STXServer.pkg.

Installaon of this item is reserved for the server computer only.

WARNING: Do NOT aempt to run the Uninstall...Server.app on your own. P l e a s e c o n t a c t t h e S u p p o r t department for guidance. YOUR DATA WILL BE ERASED.

Follow the screen direcons for dragging the STX applicaon to the Applicaons folder. Do this directly on the screen. The following window will appear.

Click Replace.

Conﬁrm the STX.app is being copied into the Applicaons folder.

Drag the STX disk image to Eject (trash).

It is now safe for you to launch STX on the workstaon computer and log in. Connue upgrading all other workstaon computer(s).

Only perform the following steps if your company has mulple site locaons. If you are a single site locaon, your upgrade is ﬁnished.

Drag the STX2 icon to the Applicaons folder, just as you did with the regular STX.app icon earlier.

Do this directly on the screen.

The following window will appear.

Click Replace.

Conﬁrm the STX2.app is being copied into the Applicaons folder.

Connue upgrading each of the other sites versions as needed.

Drag the STX disk image to Eject (trash).

Perform the above steps at each of the company’s mulple site locaons on all computers unl completed.

Logging in for the ﬁrst me aer installing the STX update will require a password change. Changing the password (OWNER or employee) is required in order for the STX soware to remain PCI Compliant for electronic credit card processing.

Whether or not you are currently processing credit cards through the STX soware, the password change requirement will sll exist.

Due to credit card compliancy requirements, the process of changing the password will be repeated on a regular basis.

Aer installing the update, launch the STX soware. The Login screen will appear.

NOTE: If you are logging in using the OWNER password, be sure to remember what you are changing it to. For the protecon of your STX data, do not tell anyone else what the new OWNER password is.

Immediately aer logging in, either with OWNER or employee password, the following screen will appear.

Type the New Password and again to verify the new password.

Click Change Password.

What's New in STX 87 ©STX Soware, LLC 2010 - 2016 Passwords must be 7 or 8 characters in length and contain a mix of leers and at least 1 non-alphabec character. Note: You may not ever reuse an old password.

If you did not enter the same password twice, an alert will appear. Be sure to enter the exact same password in both ﬁelds.

Enter a valid Email Address or Mobile Phone Number to recover your OWNER password in the event you have forgoen what it is.

Click Change Password when ﬁnished.

Use the Owner Password Sengs screen to change the OWNER password at any me.

Go to Setup, and then to the Password opon.

The following screen will appear.

Enter Current Password.

Enter New Password, and again to Verify Password.

Enter a valid Email Address or Mobile Phone Number to recover your OWNER password in the event you have forgoen what it is.