WellnessLiving Helps You Digitize Your Customer Intake Process – Here’s How!
Last Updated on 6 August, 2025
Registering new clients has never been easier when you digitize your customer intake process with WellnessLiving. By eliminating the paper shuffle and by storing personal data electronically, your health and wellness business keeps client information safe and makes it much easier for you to retrieve data when you need it.
Reduce Clutter
Stacks of paper can create a messy workspace. It also makes it difficult to find exactly what you need if any documents haven’t been appropriately filed. By using WellnessLiving to digitize client registration, you give clients the control over providing their personal information, which is then stored safely in your database (or the cloud). Digitization of the intake process also makes it easier for you to pull up customer information smoothly and helps you segment them into different target audiences, which is a useful activity when you’re putting together any marketing campaigns or promotional events.
Provide Remote Access
Cloud-based forms are accessible from anywhere by anyone with an internet connection. They also work from nearly any device so that a customer can login via cell phone, tablet or computer and register via the client self-registration interface. Customers in different locations are free to sign up anytime and can provide important personal data securely, eliminating a step once they arrive at the facility.
Businesses that operate from multiple locations can share data between franchise locations, which makes it easier for customers to transfer if they move. Information is digitally routed from one place to another within seconds to eliminate wait times.
Online data registration can be completed any time of the day, so customers can login and register even when your business is closed. This increases convenience for the customer to improve customer satisfaction.
Increase Security
Storing data online eliminates the need to print or scan information, so papers won’t get lost or sit on someone’s desk. Instant electronic signatures maintain workflow, so forms are signed and sent back to you faster.
With online data registration only authorized individuals to have access to specific customer information. This gives you, as the business owner, control, and peace of mind over who’s viewing what kind of information.
Online registration information is also safe from natural disasters. Because data is stored online or in the cloud, it is still accessible after a power outage or weather event that forces the closure of the business. This results in less downtime and gets your business up and running quickly.
Save Time
When you integrate WellnessLiving with your website, you can streamline the registration process with existing databases. This syncs all information, including billing. The data is easy to edit and update as a customer moves or changes phone numbers.
For those with an existing website, you can embed WellnessLiving widgets directly onto an existing page. From the widget, customers can make payments to accounts, book an appointment, make changes to personal information, or even send an email. Widgets make it possible for customers to access an existing rewards program to see how many rewards they’ve earned and how much more they need to receive benefits.
Eliminate Clerical Errors
Human errors can throw off accounting and make it difficult for your business during tax time. It can also result in overcharging customers. WellnessLiving automatically calculates prices to reduce errors. Online forms also ensure a correct email address or phone number is entered into the right areas on any registration or payment forms.
Instant Notification
Built-in email and SMS notifications remind customers of upcoming appointments and provide confirmations of payments. Staff members never have to send out reminders or make calls again with integrated notifications, so they spend more time building a client base and taking care of customers in-house. Digitally stored information eliminates the need to look up phone numbers and addresses.
Digitizing your intake process helps you establish procedures that are secure and simple to update so you can spend more time focusing on the growth of your business.
If you would like to talk to a WellnessLiving representative about how we can help your studio grow to success, book a free demo of the platform, or call us at 1 (888) 668-7728 Today!
