March 2015 Release

Our march release is here! This was a substantial update with lots of exciting new features. If you’ve been with us for a while you will see lots of changes.

Some of the biggest changes include:

The dashboard

The dashboard has been updated to include more essential details and to allow more powerful interactions for business users.

Daily Tracker

The daily tracker is now more powerful than ever: Tracking appointments and enrollments, and giving you more contextual controls to get things done. See your day at a glance, and make changes instantaneously without losing track. For more information, see the daily tracker widget.

Appointment requests

A new appointment requests widget has been added as a default widget. View all of your requested appointments and approve, deny, or reschedule directly from the dashboard. For more information, see the appointment requests widget.

Staff can now also be clients

Staff can switch between client and staff views within their user menu. This allows staff to take part in services, and also allows them to review their changes through the eyes of a client.

Automated emails? What are those?

We’ve expanded the old automated emails into three distinct categories that can be found on the Setup menu. Find exactly what you are looking for, fast and efficiently.

• Client notifications – all notifications that are going to clients, such as purchase receipts and appointment confirmations. For more information see automated notifications.
• Staff notifications – all notifications that are going to members of staff, such as appointment booking notifications and cancellations. For more information see automated notifications.
• Automated marketing – all of your marketing emails designed to reach your customers and keep them engaged. Entice prospects, or https://www.wellnessliving.com/knowledge-sharing/knowledge-base/automated-emails/win back past customers that have stopped coming to your business! For more information, see automated marketing.

Merge client profiles

If you have two client profiles for the same client, you no longer have to merge their details manually. Automatically merge their profiles and associated services, and the merge profile will disappear automatically. For more information, see merging client profiles.

Staff timeout

Concerns about security? Do some staff members accidentally use the accounts of others who have left themselves logged in? By default, WellnessLiving automatically times staff member’s out after a period of 60 minutes of inactivity. Set this to however long suits your business needs. For more information, see setting staff timeout.

And much more…

A large number of small improvements have been made site wide.

If you have any specific feature requests, please email support. We can’t promise to implement your feature, but we are constantly looking to improve and we value your feedback.