WellnessLiving Release Highlights – July 2026 (Version 26.74)
Last Updated on 14 July, 2026
Release 26.74 is a big one. CAASI is fully agentic. Guest Passes for classes turn clients into referrers. Families get a simpler booking flow. Your online store is custom-branded.
- Meet the next generation of CAASI
- Grow referrals on autopilot with Guest Passes (coming soon)
- Track client journeys and save drafts in Marketing Suite
- Simplify family bookings
- Serve clients anywhere with Off-Site Locations
- Speed up front desk check-ins
- Personalize your online store
- Deliver best-in-class booking, in their pocket
- Simplify tuition management (coming soon)
- Behind the build
Meet the next generation of CAASI
CAASI is getting a major upgrade. CAASI Chat Agent doesn’t just answer questions; it completes tasks: booking appointments, adding clients to waitlists, sharing purchase links, and checking account balances right inside the chat. Train it on your own policies, FAQs, and dos and don’ts so responses reflect your brand. Businesses running CAASI Chat today are capturing 32% more leads.
CAASI Phone Agent brings the same intelligent front desk to your phone line. It answers calls, handles questions, and books clients 24/7, including the prospect calling at 7 a.m. before you open and the peak-hour calls that would otherwise hit voicemail.
Grow referrals on autopilot with Guest Passes (coming soon)
Clients can now bring friends to classes with Guest Passes. Every guest is tracked automatically, the referring client shows up on the attendance list, and Marketing Suite nurtures the new lead from there. No ad spend, just clients bringing clients.
Track client journeys and save drafts in Marketing Suite
The recipients tab now shows a current step column and a lead stage column, so you can see exactly where every client stands in their journey. Sort by step, stage, or status.
Draft Mode lets you save any automation while you’re still building it, and you can duplicate an existing automation as a draft. Nothing goes live until you say so.
Simplify family bookings
Booking on behalf of someone else just got simpler. Clients now pick who they’re booking for at the start of the flow, so appointments and class rosters stay organized by attendee.
You can also add up to five Secondary Contacts to a client account. A second parent, a grandparent, or a caregiver now gets the same account and schedule notifications as the primary contact, instead of missing payment receipts and reminders.
Serve clients anywhere with Off-Site Locations
Pop-up events, community programs, mobile services, appointments at client locations: Off-Site Locations show accurate venue info throughout the booking experience while keeping revenue, payroll, and reporting tied to your primary location.
Speed up front desk check-ins
New Quick Auto Check-In settings give staff more control at busy front desks: how long results stay on screen (with separate timing for successful and failed scans) and whether staff stay on their current view after each scan instead of bouncing back and forth.
Personalize your online store
The new Customizable Store Widget lets you create multiple branded storefronts with unique colours, fonts, and product selections, so every page of your website stays on brand. A dedicated editor with live desktop and mobile previews shows exactly what clients see before you publish.
Deliver best-in-class booking, in their pocket
Clients on the Achieve Client App also get the best-in-class booking experience powered by the latest React Schedule Widget, making it easier to book for family members, guests, and groups.
Simplify tuition management (coming soon)
Tuition Plans make long-term programs easier with flexible installment schedules, sibling and multi-booking discounts, family caps, and automatic proration for mid-semester joins. Parents see itemized receipts. Staff sees one centralized view. Ready in time for fall enrollment.
Behind the build
Every feature in this release started as a conversation with a customer.
Guest Passes are live because Kathy and Karina at Funky Buddha Yoga Hot House in Grand Rapids, Michigan pushed hard for them. Off-Site Locations shipped because Sarah at Tippy Toes in Phoenix, Arizona drove the requirement home. Thank you both, and thank you to every owner who filed feedback, upvoted a feature, or joined the community forum this quarter.
Keep it coming. Your suggestions shape the next release.
Ready to explore Release 26.74?
These are the highlights. The complete Release Notes cover every feature, setting, and detail.
Three things to do right now:
- If CAASI isn’t on your website yet, turn it on today.
- Verify your email domain in Marketing Suite and activate one automation.
- Turn on Guest Passes.
Know a business that could use WellnessLiving? Refer them and earn $1,500 when they sign on.
Not part of the WellnessLiving community yet? Book a free, no-commitment demo today.