Elevate Sports Performance & Healthcare Streamlines Business with WellnessLiving’s Client and Staff Management Tools

Kathleen Scharf is the co-owner and business development director of Elevate Sports Performance & Healthcare—a multidisciplinary wellness center with two locations in Las Vegas and Henderson, Nevada.

After selling her telecommunications company, Kathleen followed her passion for fitness and now her goal is to provide everything a person needs to stay healthy. Elevate Sports Performance & Healthcare offers many health coaches and trainers under one roof.

Kathleen says she can’t imagine managing such a large group of staff members and clients without the help of WellnessLiving.

In the latest episode of the CEO Tour, WellnessLiving CEO and Co-Founder, Len Fridman, met with Kathleen to learn her story and how she streamlines her business and keeps track of payroll, memberships, appointments, and more.

LP Fitness at a Glance

📍Location: 2 Locations—Las Vegas and Henderson, Nevada

📍Business Name: Elevate Sports Performance & Healthcare

📍Business Owner: Kathleen Scharf, co-owner and business development director

📍Website: https://elevatesph.com/

📍Business Size: Very Large

📍Joined WellnessLiving Date: Sept. 20, 2021

📍Switched From: Pike13; business also previously used Mindbody and Zen Planner

📍Active Subscriptions: Professional Plan; Message Center

Meet Kathleen Scharf, Co-Owner and Business Development Director

After selling her telecommunications company, Kathleen followed her passion for fitness and became part of the ownership group that purchased Elevate Sports Performance & Healthcare. The first location in Las Vegas opened in 2017, while the second facility launched right before the pandemic in January of 2020.

Whether it’s a weekend warrior or aspiring athlete, the goal of Elevate Sports Performance & Healthcare is to provide everything a person needs to stay to improve their health under one roof. Who is part of the team?

• Licensed massage therapists
• Personal trainers
• Physical therapists
• Chiropractors
• Strength and conditioning coaches
• Nutritionists

“When you first come in, you might start with a chiropractor, and then move into the training side or get involved with a nutritionist. Or you get injured and end up seeing one of our doctors,” says Kathleen. “Every client begins with an assessment so we can develop a program that’ll be most effective for you. The best part is that our system feeds each service. Our team works together and communicates with one another, so we can help clients achieve physical freedom and reach their goals faster!”

Why did you switch to WellnessLiving?

Elevate Sports Performance & Healthcare had been using Pike13, but there hadn’t been too many updates in five years.

Kathleen wanted a software provider who made regular updates and was constantly improving the software based on customer feedback.

In her search for a new software provider, Kathleen found WellnessLiving. Not only are all the tools built into the software, but there’s a community where Kathleen could ask questions, find answers, report issues, and recommend/upvote features she’d like to see built.

Kathleen says that switching from Pike13 to WellnessLiving was also a very simple process. “The data was imported very quickly from our previous software. Then I had a check-in meeting to ensure everything was transferred correctly, and we were ready to rock and roll!”

Onboarding and 24/7 Customer Support

Elevate Sports Performance & Healthcare combines services in their packages, so during onboarding Kathleen needed help to manage her unique business needs.

“We had a lot of questions, and the Onboarding/Customer Support teams were always up for the challenge,” says Kathleen. “Since we have packages that mix appointments and classes, they were very determined to help me figure out the best solution for my business.”

What else does Elevate Sports Performance & Healthcare love about WellnessLiving?

Why else did Kathleen make the switch? WellnessLiving provided so many more features and tools than Pike13. Here are some of her favorites.

Franchise Capabilities

Kathleen loves how she can manage both her locations in one place, and says, “Our telephones ring into both locations, so whoever answers the phone can easily book the appointment for our clients.”

Staff Management Tools

Kathleen and the staff at Elevate Sports Performance & Healthcare can book clients into class or appointments right from the client profile. Plus, it’s easy to cancel, change, or book reoccurring appointments, all at once.

Elevate™ Staff App

In addition, WellnessLiving’s Client Web App and Elevate™ Staff App make it easy for Elevate Sports Performance & Healthcare to view the schedule, book clients, or reschedule appointments. WellnessLiving recently upgraded to version 2 of the Elevate™ Staff App, giving staff an even better experience.

“The Elevate™ Staff App works 100% better than our previous software providers ever did,” says Kathleen. “What I like most about the staff app is it looks just like the web app, which makes it easy to use for our staff.”

Forms

At Elevate Sports Performance & Healthcare, 95% of new clients are referrals and they book a discovery session to learn more. When clients sign up for services, a specific form is automatically sent to collect their information using WellnessLiving’s drag-and-drop digital form builder—Forms. In addition, Kathleen uses Forms to create intake forms and obtain client responses for massage clients.

Once clients fill out the form, all the data is automatically saved and stored to the client’s profile—a hub that collects and tracks client data. If clients forget to fill out a form, Kathleen can easily send an email or text to remind clients to complete it.

Advanced Reporting

Perhaps Kathleen’s favorite tool is advanced reporting. She uses the customizable dashboards which contain any WellnessLiving report and key metrics about her business.

• Appointment Analysis Report: If Kathleen needs to cancel a class, she can run this report and send a message to let clients know.
• Class Analysis Report: Whenever they need to check class performance, this report compares attendance history for various classes.
• Check-Ins Report: This report lets Kathleen know which days and times clients came into their class or appointment.
• Balance Due Report: If a client’s payment failed or hasn’t paid yet, this report indicates who owes money.
• Payroll Summary Report: Kathleen says, “the payroll reporting is the best part of WellnessLiving. Once I got it set up, it’s easy to keep track of staff pay and services provided by staff members. It turns a job that used to take all day into an hour or two.”

Communication Tools and Email Marketing

With WellnessLiving’s automated marketing suite and customized SMS and email campaigns, Kathleen can streamline client communication.

“Personally, I believe talking to clients on the phone creates a more personal touch, but since technology is very prevalent in today’s society, a lot of our younger athlete clients are more comfortable with texting or email,” says Kathleen.

Elevate Sports Performance & Healthcare uses the automated marketing tool by:

• Welcoming new clients.
• Wishing clients a happy birthday.
• Confirming cancelled appointments.

Rewards Program

Elevate Sports Performance & Healthcare utilizes WellnessLiving’s built-in rewards program, letting clients earn prizes after reaching a milestone. Kathleen will also post their picture to social media.

“So when clients hit a certain number of workouts, they earn a prize like a branded t-shirt or free massage,” says Kathleen. “This increases our reach on Instagram since we tag our clients, and their friends will hear about their milestone, too.”

Are you ready to take your business to the next level?

Kathleen would not be able to manage such a large group of staff or clients at Elevate Sports Performance & Healthcare without the right software to track payroll, memberships, appointments, clients, and more. Kathleen discovered WellnessLiving and now saves time with advanced reporting, customized forms, and staff management tools and apps.

“I 100% recommend WellnessLiving,” says Kathleen. “Whether you’re upgrading, switching, or selecting your first software, WellnessLiving provides the right solution to manage and grow your business. I couldn’t imagine using anything else!”

Want to know how WellnessLiving can take your business to the next level? Book a free, no-commitment demo today!