{"id":15838,"date":"2020-11-03T09:00:58","date_gmt":"2020-11-03T14:00:58","guid":{"rendered":"https:\/\/www.wellnessliving.com\/blog\/?p=15838"},"modified":"2025-08-06T07:38:38","modified_gmt":"2025-08-06T11:38:38","slug":"how-manage-clients-like-never-before","status":"publish","type":"post","link":"https:\/\/www.wellnessliving.com\/blog\/how-manage-clients-like-never-before\/","title":{"rendered":"How to Manage Clients Like Never Before"},"content":{"rendered":"<p>Is client management keeping you up at night? Your customers are the heart of your business and taking care of them means better relationships, less risk, and more sales! When you don\u2019t have a handle on managing clients, anything can happen!<\/p>\n<p>Have you had a situation where a client fails to pay? Has a client pulled a fast one, using your intro offer more than once with multiple profiles?<\/p>\n<p>Safeguard your business with a system to get to know your clients, manage their accounts, and stay on top of their actions. WellnessLiving can show you how! Our all-in-one software makes it easy to streamline and <a href=\"https:\/\/www.wellnessliving.com\/features\/manage-clients\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">simplify the client management experience<\/a>, and here\u2019s how:<\/p>\n<h2>Get to know clients with unique profiles<\/h2>\n<p>WellnessLiving\u2019s <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/8976288-client-profile\" target=\"_blank\" rel=\"noopener noreferrer\">unique client profiles<\/a> mean you\u2019re always in the know, with a one-stop shop for all the info you need. Here are some of the ways client profiles come in handy:<\/p>\n<ul>\n<li>View your clients\u2019 basic info at a glance and book them into classes, events, or appointments.<\/li>\n<li>View important data like contact details, medical history, past purchases, memberships, attendance records, cancelations, and more.<\/li>\n<li>Organize clients based on purchase or membership type to maximize your marketing.<\/li>\n<li>Get to know them better with access to client relationships, adding new relationships as needed.<\/li>\n<li>Send and track emails, texts or push notifications directly from their profile for an easy way to connect.<\/li>\n<li>View and update the client\u2019s transformation log to monitor goals and progress, keeping them motivated and on track.<\/li>\n<li>Store visit notes and preferences so you remember the things that matter most to your clients.<\/li>\n<\/ul>\n<h2>Organize duplicate profiles<\/h2>\n<p>Have you had clients who created more than one profile? It\u2019s likely happened at your business, but not with WellnessLiving! Our system is designed so that no two profiles can use the same email, notifying staff and clients if someone tries to register an email that already exists in the system. How does this benefit your business?<\/p>\n<ul>\n<li>Client records are clean and accurate by <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9279136-merging-client-profiles\" target=\"_blank\" rel=\"noopener noreferrer\">combining duplicate profiles<\/a> into one account, so the info is all in one place.<\/li>\n<li><a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/knowledge-base\/merging-two-client-profiles\/\" target=\"_blank\" rel=\"noopener noreferrer\">For clients that become staff members<\/a>, their profiles can be merged into one so everything\u2019s organized.<\/li>\n<li>Verify accuracy by <a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/?post_type=ht_kb&amp;p=11305\" target=\"_blank\" rel=\"noopener noreferrer\">generating a report<\/a> to filter your client profile list, searching for duplicates based on specific criteria. Sort by first and last names, or have the first four characters of either field match so you don\u2019t miss anyone.<\/li>\n<\/ul>\n<h2>Make booking easy for them<\/h2>\n<p>Managing your clients means controlling capacity, too. Avoid crowding at your front desk and keep people safe with <a href=\"https:\/\/www.wellnessliving.com\/features\/online-booking\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">simple remote booking<\/a>. Here are some of the ways WellnessLiving takes the work out of booking classes, events, appointments, and more:<\/p>\n<ul>\n<li>Use your custom <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9020120-schedule-widget\" target=\"_blank\" rel=\"noopener noreferrer\">website schedule widgets<\/a> for quick and easy online booking.<\/li>\n<li>Grow your community with <a href=\"https:\/\/www.wellnessliving.com\/features\/reserve-with-google\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">Reserve with Google<\/a> so prospective clients can find you and book services directly from web searches or Google Maps.<\/li>\n<li>Allow clients to book from anywhere, anytime with the easy-to-use <a href=\"https:\/\/www.wellnessliving.com\/features\/achieve\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">Achieve Client App<\/a>.<\/li>\n<li>With <a href=\"https:\/\/www.wellnessliving.com\/features\/book-a-spot\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">BOOK-A-SPOT\u2122<\/a>, clients pick their faves! They can choose their own spin bike, equipment, or their exact spot at your studio. This lets clients pick what works best for them, keeping them a safe distance and apart from each other.<\/li>\n<li>Add convenience in person, too! If they sign up and pay at your front desk, offer options to simplify and quicken the process like a credit card swiper, a credit card mobile reader, a signature pad, and more.<\/li>\n<\/ul>\n<p>With WellnessLiving\u2019s electronic forms, booking is quick and easy! With clients filling out waivers online or on the <a href=\"https:\/\/www.wellnessliving.com\/blog\/reasons-your-business-needs-achieve-client-app\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\">Achieve Client App<\/a>, it takes just a moment to have it signed, and everything is stored on their client profile.<\/p>\n<figure id=\"attachment_15853\" aria-describedby=\"caption-attachment-15853\" style=\"width: 630px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-15853\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-1.jpg\" alt=\"manage clients, successful young handsome businessman using phone\" width=\"630\" height=\"420\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-1.jpg 630w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-1-300x200.jpg 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-1-600x400.jpg 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-1-320x213.jpg 320w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><figcaption id=\"caption-attachment-15853\" class=\"wp-caption-text\">Managing your clients means controlling capacity, too. Avoid crowding at your front desk and keep people safe with simple remote booking. This includes allowing clients to book from anywhere, anytime with the easy-to-use Achieve Client App.<\/figcaption><\/figure>\n<h2>Let them check in from anywhere<\/h2>\n<p>You\u2019ve made booking easy, now it\u2019s time to take the same approach to check-ins! After they\u2019ve booked online, clients can seamlessly check in to a class\u2014whether it\u2019s in-studio or virtual.<\/p>\n<p>Here are some of the ways your clients can safely\u2014and conveniently\u2014check in to a class:<\/p>\n<ul>\n<li>The <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/8976747-client-web-app\" target=\"_blank\" rel=\"noopener noreferrer\">Client Web App<\/a> lets clients check in with a few simple steps using any web browser, from wherever they are.<\/li>\n<li>Check in from anywhere, using any device through the Achieve Client App.<\/li>\n<li>For in-studio check-ins, save time and avoid lineups by scanning ID tags to sign in to a class, check in for their appointment, confirm attendance at an event, and more!<\/li>\n<\/ul>\n<h2>Analyze client activity at your business<\/h2>\n<p>Get to know your business inside and out! With WellnessLiving, you can use data to make smart choices as you track and store every action your clients take. <a href=\"https:\/\/www.wellnessliving.com\/features\/advanced-reporting\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">Access and customize your reporting<\/a> so you can analyze details like:<\/p>\n<ul>\n<li>Track which clients are new, so you can focus your marketing attention on them.<\/li>\n<li>Keep your revenues steady when you know whose payment is owed or whose membership is expiring.<\/li>\n<li>Monitor which clients haven\u2019t visited your business lately so you can launch a <a href=\"https:\/\/help.wellnessliving.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">win-back campaign<\/a> to get them back.<\/li>\n<li>Know which clients have reviewed your business so you can reward their loyalty, address any issues, or encourage them to continue to promote your business.<\/li>\n<li>Get to know milestones like your clients\u2019 birthdays to continue building those great relationships.<\/li>\n<\/ul>\n<h2>Manage client reviews<\/h2>\n<p>When clients sing your praises, make sure everyone knows! Expertly manage client reviews with WellnessLiving\u2019s <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9020112-review-widget\" target=\"_blank\" rel=\"noopener noreferrer\">review widget<\/a>, displaying reviews through your WellnessLiving directory listing, the Achieve Client App, and on your website. Here are a few of the <a href=\"https:\/\/www.wellnessliving.com\/features\/customer-reviews\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">ways we can help you manage reviews<\/a>:<\/p>\n<ul>\n<li>Stay on top of feedback by flagging reviews and easily responding.<\/li>\n<li>Get attention for your business publicly! Whenever you post a response, it appears with that review on your WellnessLiving directory list, and wherever the review widget is embedded (like your website or Facebook page) clients can see that your business is engaged.<\/li>\n<li>Flag inappropriate reviews! These reviews will still be visible to others wherever they were posted but avoid any nasty surprises, seize an opportunity, or respond publicly to defend your business.<\/li>\n<\/ul>\n<figure id=\"attachment_15854\" aria-describedby=\"caption-attachment-15854\" style=\"width: 630px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-15854\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2.jpg\" alt=\"manage clients, beautiful young woman smiling and looking at laptop screen\" width=\"630\" height=\"441\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2.jpg 630w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2-300x210.jpg 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2-600x420.jpg 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2-320x224.jpg 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2-370x260.jpg 370w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2-110x77.jpg 110w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2020\/11\/manage-clients-image-2-270x189.jpg 270w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><figcaption id=\"caption-attachment-15854\" class=\"wp-caption-text\">When clients sing your praises, make sure everyone knows! Expertly manage client reviews with WellnessLiving\u2019s review widget, displaying reviews through your WellnessLiving directory listing, the Achieve Client App, and on your website.<\/figcaption><\/figure>\n<h2>Organize how you reward clients<\/h2>\n<p>Give your clients the royal treatment with the <a href=\"https:\/\/www.wellnessliving.com\/features\/rewards\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">loyalty rewards program<\/a> from WellnessLiving. With our simple system, clients earn points and redeem them for prizes! Here are some of our features that make it easy to encourage loyalty for your business:<\/p>\n<ul>\n<li>You decide how clients earn points, like referring a friend, attending a class, making a purchase, promoting you on social media, leaving a review about your business, and more!<\/li>\n<li>You determine the prizes clients can earn. These could include discounts, free services, merch, and other custom prizes you can use to motivate clients to invest in your business!<\/li>\n<li><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/11056366-manage-a-leaderboard\" target=\"_blank\" rel=\"noopener noreferrer\">Use the leaderboard<\/a> to rank how many points clients have earned. Create excitement with a custom contest where you track client reward points over a certain time period and analyze patterns to help improve your future efforts at the same time!<\/li>\n<\/ul>\n<h2>Get your client management to expert status<\/h2>\n<p>In summary, WellnessLiving\u2019s all-in-one software makes it easier than ever to manage your clients. Remember:<\/p>\n<ul>\n<li>Enhance the client experience with simple and remote booking and check-ins!<\/li>\n<li>Develop accurate client profiles and analyze behavior so you learn more about your clients!<\/li>\n<li>Manage client reviews, control your brand, and encourage prospective clients to give you a try!<\/li>\n<li>Create a <a href=\"https:\/\/www.wellnessliving.com\/blog\/need-loyalty-rewards-program-your-business\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\">pro rewards program<\/a> to show your clients you value their loyalty!<\/li>\n<li>Save you and your team time by managing it all from one convenient location on the WellnessLiving web app or <a href=\"https:\/\/www.wellnessliving.com\/features\/elevate-page\/?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">Elevate Staff App<\/a>!<\/li>\n<\/ul>\n<p>Using these practices\u2014along with other expert tools from WellnessLiving\u2014is how you\u2019ll build your business! What else does WellnessLiving offer? Learn more about how we can help manage your business by booking a no-commitment <a href=\"http:\/\/discover.wellnessliving.com\/blog?utm_source=blog&amp;utm_medium=click&amp;utm_campaign=all-manage-clients-like-never-before\" target=\"_blank\" rel=\"noopener noreferrer\">demo<\/a> with\u202fWellnessLiving today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Is client management keeping you up at night? Your customers are the heart of your business and taking care of them means better relationships, less risk, and more sales! When you don\u2019t have a handle on managing clients, anything can happen! Have you had a situation where a client fails [&hellip;]<\/p>\n","protected":false},"author":861,"featured_media":15852,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"disable_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[466],"tags":[2275,628,2310,2277,609,2384,2311,499,2274,2276],"class_list":["post-15838","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-management","tag-branding","tag-business-management","tag-client-retention","tag-expert-advice","tag-marketing","tag-merchandising","tag-mobile-apps","tag-rewards-program","tag-social-media","tag-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.4 (Yoast SEO v26.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Manage Clients Like Never Before - WellnessLiving<\/title>\n<meta name=\"description\" content=\"Looking to manage clients like never before? Learn how to build loyalty, better your customer experience, and gather valuable data with our expert tips.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wellnessliving.com\/blog\/how-manage-clients-like-never-before\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage Clients Like Never Before\" \/>\n<meta property=\"og:description\" content=\"Looking to manage clients like never before? 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