{"id":19514,"date":"2023-05-16T05:00:08","date_gmt":"2023-05-16T09:00:08","guid":{"rendered":"https:\/\/www.wellnessliving.com\/blog\/?p=19514"},"modified":"2025-10-20T05:58:16","modified_gmt":"2025-10-20T09:58:16","slug":"release-notes-may-2023-version-23-57","status":"publish","type":"post","link":"https:\/\/www.wellnessliving.com\/blog\/release-notes-may-2023-version-23-57\/","title":{"rendered":"Release Notes May 2023 Version 23.57"},"content":{"rendered":"<p>Spring is in full swing, and we\u2019re ready to help your business bloom with an exciting new update from WellnessLiving.<\/p>\n<p>This release is full of new features and improvements to help bring your business to the next level, like a brand-new integration with Zapier, which gives you the power to automate even more of your everyday tasks through WellnessLiving. We\u2019ve also added a Microsoft Outlook integration to give you the ability to synchronize your WellnessLiving schedule with the calendar you use most. We\u2019ve overhauled the appearance and functionality of gift cards in WellnessLiving to make redemption and balance tracking easier than ever.<\/p>\n<p><span class=\"TextRun SCXW40924572 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40924572 BCX0\">Google and Facebook analytics tracking<\/span><\/span><span class=\"TextRun SCXW40924572 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW40924572 BCX0\"> is now available for y<\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">our Achieve Client App, Client Web App, and <\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">website <\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">widgets<\/span><\/span><span class=\"TextRun SCXW40924572 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40924572 BCX0\">. <\/span><\/span><span class=\"TextRun SCXW40924572 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW40924572 BCX0\">Appointment booking f<\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">rom the Client Web App <\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">has been vastly improved. <\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">Plus, <\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">we\u2019ve<\/span><span class=\"NormalTextRun SCXW40924572 BCX0\"> added Message Center to the Elevate Staff App for more client commu<\/span><span class=\"NormalTextRun SCXW40924572 BCX0\">nication options while your staff<\/span><span class=\"NormalTextRun SCXW40924572 BCX0\"> members<\/span> <span class=\"NormalTextRun SCXW40924572 BCX0\">are<\/span><span class=\"NormalTextRun SCXW40924572 BCX0\"> on<\/span> <span class=\"NormalTextRun SCXW40924572 BCX0\">the<\/span> <span class=\"NormalTextRun SCXW40924572 BCX0\">go.\u00a0<\/span><\/span><span class=\"EOP SCXW40924572 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>Keep reading to learn more about all the powerful features we have for you in this release.<\/p>\n<p><iframe loading=\"lazy\" title=\"WellnessLiving May 2023 Release\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/mgkRgeT4m6A?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2>Announcements<\/h2>\n<ul>\n<li><a href=\"#1\">Introducing in-app guides<\/a><\/li>\n<li><a href=\"#2\">Introducing the Developer Portal<\/a><\/li>\n<li><a href=\"#3\">New regulatory requirement for US businesses that use WellnessLiving\u2019s SMS services<\/a><\/li>\n<li><a href=\"#4\">Direct Mail temporarily deactivated<\/a><\/li>\n<\/ul>\n<h2>New Features<\/h2>\n<ul>\n<li><a href=\"#5\">Introducing Zapier Integration<\/a><\/li>\n<li><a href=\"#6\">New Microsoft Outlook integration<\/a><\/li>\n<li><a href=\"#7\">Set Do Not Disturb hours for automated notifications<\/a><\/li>\n<li><a href=\"#8\">Generate multiple client IDs at once<\/a><\/li>\n<\/ul>\n<h2>Improvements<\/h2>\n<ul>\n<li><a href=\"#9\">Add analytics tracking to web applications<\/a><\/li>\n<li><a href=\"#10\">Appointment booking flow redesign on the Client Web App<\/a><\/li>\n<li><a href=\"#11\">Add cancellation fees to your memberships<\/a><\/li>\n<li><a href=\"#12\">Retain remaining balance on gift card after use<\/a><\/li>\n<li><a href=\"#13\">Ability to redeem gift cards cross-locationally and new enterprise Gift Cards by Location Report<\/a><\/li>\n<li><a href=\"#14\">Redesigned gift cards<\/a><\/li>\n<li><a href=\"#15\">Introducing split commissions<\/a><\/li>\n<li><a href=\"#16\">New staff permissions for forms<\/a><\/li>\n<li><a href=\"#17\">Improvements to the client search in the staff member booking flow for appointments<\/a><\/li>\n<li><a href=\"#18\">Improved automatic payment reattempt behavior<\/a><\/li>\n<li><a href=\"#19\">Improved Belts ranking promotion<\/a><\/li>\n<li><a href=\"#20\">Buy Now button added to the Client Web App<\/a><\/li>\n<li><a href=\"#21\">Widget improvements<\/a>\n<ul>\n<li><a href=\"#22\">Wait list tag added to non-block event sessions on the Client Web App and widgets<\/a><\/li>\n<li><a href=\"#23\">Improved Review Widget<\/a><\/li>\n<li><a href=\"#24\">Staff member name display now applies to widgets<\/a><\/li>\n<li><a href=\"#25\">Visual improvements to the service details popup in the Custom Schedule Widget<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#26\">Purchase Option improvements<\/a>\n<ul>\n<li><a href=\"#27\">Automatic payments will no longer be reattempted on deactivated Purchase Options<\/a><\/li>\n<li><a href=\"#28\">Clients can now earn reward points when a referred client\u2019s Purchase Option auto-renews<\/a><\/li>\n<li><a href=\"#29\">Automatically apply new event instances to Purchase Options<\/a><\/li>\n<li><a href=\"#30\">Memberships that remain active will deactivate if rollover visits are set to expire<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#31\">Report improvements<\/a>\n<ul>\n<li><a href=\"#32\">Automatically track email notifications in the Email Campaign Report<\/a><\/li>\n<li><a href=\"#33\">Source filter and detailed source information in the Check-Ins Report<\/a><\/li>\n<li><a href=\"#34\">New Sales Report: Sales Summary by Payment Method<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#35\">Message Center improvements<\/a>\n<ul>\n<li><a href=\"#36\">Assign staff members to conversations in Message Center<\/a><\/li>\n<li><a href=\"#37\">New staff role permissions for Message Center<\/a><\/li>\n<li><a href=\"#38\">Message Center redesign<\/a><\/li>\n<li><a href=\"#39\">Message Center now available in Australia<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#40\">Achieve Client App improvements<\/a>\n<ul>\n<li><a href=\"#41\">My Schedule and Notifications moved in the Achieve Client App<\/a><\/li>\n<li><a href=\"#42\">Display events in the White Label App without signing in<\/a><\/li>\n<li><a href=\"#43\">Achieve Client App redesign<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#44\">Elevate Staff App improvements<\/a>\n<ul>\n<li><a href=\"#45\">Message Center on the Elevate Staff App<\/a><\/li>\n<li><a href=\"#46\">The Alert Center on the Elevate Staff App<\/a><\/li>\n<li><a href=\"#47\">Add custom gift card amounts on the Elevate Staff App<\/a><\/li>\n<li><a href=\"#48\">Managing client notes on the Elevate Staff App<\/a><\/li>\n<li><a href=\"#49\">Elevate Staff App redesigns<\/a><\/li>\n<li><a href=\"#50\">Approving appointment and asset requests on the Elevate Staff App<\/a><\/li>\n<li><a href=\"#51\">Easily manage a client\u2019s billing information on the Elevate Staff App<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Minor Fixes<\/h2>\n<ul>\n<li><a href=\"#52\">Issues resolved in this sprint<\/a><\/li>\n<\/ul>\n<h2>Announcements<\/h2>\n<h3 id=\"1\">Introducing in-app guides<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19520 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/Introducing-in-app-guides-no-WL-code-830px.png\" alt=\"A screenshot of an in-app guide for split commissions.\" width=\"830\" height=\"643\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/Introducing-in-app-guides-no-WL-code-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/Introducing-in-app-guides-no-WL-code-830px-300x232.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/Introducing-in-app-guides-no-WL-code-830px-768x595.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/Introducing-in-app-guides-no-WL-code-830px-600x465.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/Introducing-in-app-guides-no-WL-code-830px-320x248.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>To provide you with the support you need throughout your user journey, we&#8217;re excited to announce that we\u2019re releasing in-app guides for our major new features and improvements. The next time you sign in to the Staff Backend, you\u2019ll notice a <strong>New<\/strong> badge next to an element on the page. Upon clicking or hovering over the badge, a guide with information about the feature is displayed. If you need more information, you can visit the Knowledge Base article linked within the guide. With the implementation of in-app guides, you can discover new features easily and get the help and assistance you need directly in the app.<\/p>\n<p><strong>Note:<\/strong> To ensure a smooth navigation experience, please make sure to whitelist <a href=\"https:\/\/www.wellnessliving.com\/\">www.wellnessliving.com<\/a> in your adblocker extension, if applicable.<\/p>\n<p>For more information about this new feature, see <a href=\"https:\/\/help.wellnessliving.com\/\">Using in-app guides<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Client Profile &amp; Relationships<br \/>\n<strong>Ticket ID: <\/strong>N\/A<\/p>\n<h3 id=\"2\">Introducing the Developer Portal<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19526\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644.png\" alt=\"A screenshot of the new Developer Portal.\" width=\"1025\" height=\"538\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644.png 1025w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644-300x157.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644-768x403.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644-920x483.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644-600x315.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66644-320x168.png 320w\" sizes=\"auto, (max-width: 1025px) 100vw, 1025px\" \/><\/p>\n<p>Calling all developers! WellnessLiving is excited to present the new Developer Portal!<\/p>\n<p>This is a major step forward for both our customers and third-party partners. The new Developer Portal offers unprecedented opportunities to implement customizations, automations, and integrations for your business. Allow your developers and engineers to unleash the power of our API by referencing our comprehensive endpoint library to help your business reach new heights.<\/p>\n<p>In addition to the endpoint library, the Developer Portal also includes a series of getting started guides, tutorials, and supplementary resources to help you get up and running.<\/p>\n<p>For more information about this new feature, see the <a href=\"https:\/\/www.wellnessliving.com\/developer-portal\/getting-started\/introduction\/\">Developer Portal<\/a>.<\/p>\n<p><strong>Categories: <\/strong>API<br \/>\n<strong>Ticket ID: <\/strong>WL-66644<\/p>\n<h3 id=\"3\">New regulatory requirement for US businesses that use WellnessLiving\u2019s SMS services<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19569\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63541-830px.png\" alt=\"A screenshot of the A2P 10DLC registration forms and statuses.\" width=\"830\" height=\"500\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63541-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63541-830px-300x181.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63541-830px-768x463.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63541-830px-600x361.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63541-830px-320x193.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>US customers that use WellnessLiving\u2019s SMS services are now required to sign up for the new Application-to-Person 10-Digit Long Code (A2P 10DLC) messaging system. This is a new regulatory requirement set out by major US carriers, such as AT&amp;T and T-Mobile to register SMS traffic <strong>and is mandatory for all US customers that use WellnessLiving to send or receive SMS.<\/strong><\/p>\n<p>The A2P 10DLC messaging system offers several benefits, such as enhanced SMS delivery rates in the long run. The SMS messages you send will now stand a better chance of reaching your clients successfully without being marked as spam messages or blocked by your clients\u2019 mobile carriers.<\/p>\n<p><strong>IMPORTANT:<\/strong> Keep in mind that all impacted businesses have seven days from the launch of the A2P 10DLC registration form to submit this form. You won\u2019t be able to send or receive SMS messages until the form has been completed and approved. Customers who don&#8217;t want to use WellnessLiving to send or receive SMS can simply click <strong>Opt-out<\/strong> in the A2P registration form.<\/p>\n<p>To learn how to sign up for A2P 10DLC, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9860084-enrolling-for-a2p-10dlc-us-businesses-only\">Signing up for A2P 10 DLC messaging system<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Message Center<br \/>\n<strong>Ticket ID: <\/strong>WL-63541<\/p>\n<h3 id=\"4\">Direct Mail temporarily deactivated<\/h3>\n<p>We&#8217;ve temporarily deactivated the Direct Mail feature and its related Postcard History Report in WellnessLiving to investigate an error causing customers to be charged for failed postcard deliveries. Once the issue is resolved, we\u2019ll provide an update on our Community Forum and restore the Direct Mail feature and the Postcard History Report in the software.<\/p>\n<p><strong>Categories<\/strong>: Direct Mail<br \/>\n<strong>Ticket ID:<\/strong> WL-70321<\/p>\n<h2>New Features<\/h2>\n<h3 id=\"5\">Introducing Zapier Integration<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19417\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-48868.png\" alt=\"A screenshot showing the Zapier integration page.\" width=\"830\" height=\"367\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-48868.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-48868-300x133.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-48868-768x340.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-48868-600x265.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-48868-320x141.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We\u2019re excited to announce our integration with Zapier\u2014a task automation software that allows you to automate your workflow in WellnessLiving. With this new integration, you can connect your Zapier account to WellnessLiving and set up Zaps to reduce the number of repetitive tasks you must complete yourself in your business. For example, you can create a Zap that automatically sends an email to a lead when they create a lead profile in WellnessLiving.<\/p>\n<p>This improvement eliminates wasted time spent micromanaging everyday changes in your business and allows you to spend more time focusing on growing your business.<\/p>\n<p>For more information about this new feature, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/8976891-zapier-integration\">Zapier integration<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Zapier<br \/>\n<strong>Ticket ID:<\/strong> WL-48868, WL-65746, WL-70354<\/p>\n<h3 id=\"6\">New Microsoft Outlook integration<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19522\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-55549-830px.png\" alt=\"A screenshot of the Microsoft Outlook integration in the client profile.\" width=\"830\" height=\"271\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-55549-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-55549-830px-300x98.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-55549-830px-768x251.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-55549-830px-600x196.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-55549-830px-320x104.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>Google integration was rolled out previously, allowing you to streamline your sign-in process and sync your Google Calendar both ways by connecting your Google account. In this release, we\u2019re excited to announce that we now also support Microsoft Outlook integration in the Staff Backend and Client Web App. Now, you can sign in to WellnessLiving using your Microsoft account and sync your Outlook Calendar both ways with the WellnessLiving schedule.<\/p>\n<p>With the two-way calendar sync:<\/p>\n<ul>\n<li>When a service booking is added to your WellnessLiving schedule, the service booking will be automatically created as a new event in your Outlook Calendar.<\/li>\n<li>When a new event is created in your Outlook Calendar, the event will automatically appear as unavailable time on your WellnessLiving schedule.<\/li>\n<\/ul>\n<p>With this improvement, you now have real-time visibility in both WellnessLiving and Microsoft Outlook with minimal risk of double bookings.<\/p>\n<p><strong>NOTE: <\/strong>Keep in mind that the Microsoft Outlook integration can only be used with personal Microsoft accounts. If you want to connect your organizational Microsoft accounts, you must contact <a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/?post_type=ht_kb&amp;p=1521\" data-wplink-edit=\"true\">WellnessLiving Support<\/a> for further assistance.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10517983-manage-your-account-connections-as-a-staff-member\">Connecting a staff member\u2019s Outlook Calendar<\/a>, <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10517983-manage-your-account-connections-as-a-staff-member\">Connecting a staff member\u2019s social media account<\/a>, <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10250481-manage-your-account-connections-as-a-client\">Client Web App: Connecting a client\u2019s social media account,<\/a> and <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10421143-google-and-outlook-calendar-synchronization-rules\">Google and Outlook Calendar synchronization rules<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Calendar Integration<br \/>\n<strong>Ticket ID: <\/strong>WL-55549<\/p>\n<h3 id=\"7\">Set Do Not Disturb hours for automated notifications<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19413\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63024-830px.png\" alt=\"A screenshot of the setup page for Do Not Disturb periods.\" width=\"830\" height=\"538\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63024-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63024-830px-300x194.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63024-830px-768x498.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63024-830px-600x389.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63024-830px-320x207.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>WellnessLiving features a very robust automated notification system that can send emails, SMS messages, and push notifications directly to clients and staff members. Previously, notifications were always sent as soon as they were triggered. With this release, you can specify stretches of time during the day\u2014Do Not Disturb periods\u2014when notifications won&#8217;t be sent to your clients or staff members. Any automated notifications inside your Do Not Disturb period will be held by the system and queued to be sent once the Do Not Disturb period is over.<\/p>\n<p>With this new feature, you can guarantee your notifications won\u2019t be sent at times when they might disturb people or even wake them up, keeping your clients informed and happy at the same time!<\/p>\n<p>For more information about this new feature, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10732157-set-a-do-not-disturb-period-for-automated-notifications\">Setting a Do Not Disturb period for automated notifications<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Notifications<br \/>\n<strong>Ticket ID: <\/strong>WL-63024<\/p>\n<h3 id=\"8\">Generate multiple client IDs at once<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19415\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63484-830px.png\" alt=\"A screenshot of the Generate Client ID option on the client list.\" width=\"830\" height=\"473\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63484-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63484-830px-300x171.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63484-830px-768x438.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63484-830px-600x342.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63484-830px-320x182.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>In WellnessLiving, you can generate client ID numbers and connect them to barcodes on key tags or cards, which your clients can then use to check in to services with a barcode scanner. In this release we added a feature to make it easier to generate and assign ID numbers to your clients. Now, you can open the client list, select multiple clients, and generate client IDs for all of them with just a few clicks. This new feature vastly cuts down on the amount of time required to assign client IDs to groups of clients, or even your entire client base.<\/p>\n<p>For more information about this new feature, see <a href=\"https:\/\/help.wellnessliving.com\/\">Assigning a client ID<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Clients<br \/>\n<strong>Ticket ID:<\/strong> WL-63484<\/p>\n<h2>Improvements<\/h2>\n<h3 id=\"9\">Add analytics tracking to web applications<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19426\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511.png\" alt=\"A screenshot showing the Google and Facebook analytics settings.\" width=\"1115\" height=\"629\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511.png 1115w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511-300x169.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511-1024x578.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511-768x433.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511-920x519.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511-600x338.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63511-320x181.png 320w\" sizes=\"auto, (max-width: 1115px) 100vw, 1115px\" \/><\/p>\n<p>We updated the Client Web App settings to allow you to include Google and Facebook analytics tracking. With analytics tracking, you can monitor events that take place when your clients interact with the Client Web App, Achieve Client App, or website widgets. This includes tracking analytics for store purchases, service bookings, profile setups, and conversions. Using the information collected, you can make the improvements needed to grow your business and help create a better experience for your clients.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9273476-embedding-a-widget-or-widget-button-into-your-website\">Embedding a widget or widget button into your website<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Website Widgets<br \/>\n<strong>Ticket ID: <\/strong>WL-63511<\/p>\n<h3 id=\"10\">Appointment booking flow redesign on the Client Web App<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19528\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-61808.png\" alt=\"A screenshot of the redesigned booking flow on the Client Web App.\" width=\"860\" height=\"418\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-61808.png 860w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-61808-300x146.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-61808-768x373.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-61808-600x292.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-61808-320x156.png 320w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><\/p>\n<p>We updated the booking flow for appointments on the Client Web App with the following changes:<\/p>\n<ul>\n<li>A new dropdown menu for category selection.<\/li>\n<li>A new display for adding add-ons to your appointment.<\/li>\n<li>The first available asset will now be selected by default, if the appointment requires assets.<\/li>\n<li>Added divisions for morning, afternoon, and evening when selecting a date and time.<\/li>\n<li>Added a button that allows you to start the booking over from the beginning.<\/li>\n<li>Updated the order of steps so that a client that isn\u2019t signed in will be asked to sign in before moving on to select a Purchase Option.<\/li>\n<\/ul>\n<p>We also added a new feature that gives staff members the ability to change the default service category displayed when a client selects a book now tab for either appointments or assets. With these changes, clients will enjoy a much smoother experience when booking appointments.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9834437-book-an-appointment-as-a-client\">Client Web App: Booking an appointment<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Appointments<br \/>\n<strong>Ticket ID: <\/strong>WL-61808<\/p>\n<h3 id=\"11\">Add cancellation fees to your memberships<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19436\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px.png\" alt=\"A screenshot of the Membership Cancellation Fee advanced setting.\" width=\"830\" height=\"485\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px-300x175.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px-768x449.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px-685x400.png 685w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px-600x351.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62942-830px-320x187.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>With this release, you can now set up cancellation fees for your memberships. This improvement brings several exciting changes to WellnessLiving:<\/p>\n<ul>\n<li>You can configure cancellation fees for each membership individually, giving you precise control over your fee structures.<\/li>\n<li>Cancellation fees are displayed on reports for sales, so you can easily track the income associated with these fees.<\/li>\n<li>When a staff member cancels a membership, they can also select a cancellation reason, add an optional note, and even override the fee amount, if necessary.<\/li>\n<li>Cancellation reasons are displayed in the Memberships Report. Staff members at Enterprise Headquarters can also review cancellation reasons in the Memberships Details by Location Report.<\/li>\n<\/ul>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10047235-cancel-a-client-s-membership\">Canceling a client\u2019s membership<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Memberships<br \/>\n<strong>Ticket ID:<\/strong> WL-62942<\/p>\n<h3 id=\"12\">Retain remaining balance on gift card after use<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19534\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-58110.png\" alt=\"A screenshot showing the Current Balance column in the Gift Cards Report.\" width=\"830\" height=\"436\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-58110.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-58110-300x158.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-58110-768x403.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-58110-600x315.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-58110-320x168.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>Previously, when a client used a gift card and still had a remaining balance after a transaction, the unused value on the gift card would be transferred to the client\u2019s account balance. We updated the gift card behavior so that now, when a client uses a gift card at your business, the remaining balance stays on the gift card to be used at a future date. The Gift Cards Report has been updated to include the <strong>Current Balance<\/strong> column, allowing you to easily view and track the remaining value on the gift card.<\/p>\n<p>Additionally, when a purchase is made using a gift card, the associated gift card number is now included under <strong>Payment Method <\/strong>in the All Sales Report, on the <strong>Transactions<\/strong> page on the client\u2019s profile, and on the sales receipt.<\/p>\n<p>For more information about these improvements, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10302050-gift-cards-report\">Gift Cards Report<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Gift Cards<br \/>\n<strong>Ticket ID:<\/strong> WL-58110<\/p>\n<h3 id=\"13\">Ability to redeem gift cards cross-locationally and new enterprise Gift Cards by Location Report<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19537\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363.png\" alt=\"A screenshot showing the new Gift Cards by Location Report.\" width=\"1309\" height=\"456\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363.png 1309w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-300x105.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-1024x357.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-768x268.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-920x320.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-600x209.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-320x111.png 320w\" sizes=\"auto, (max-width: 1309px) 100vw, 1309px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19530\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-2.png\" alt=\"A screenshot showing the new Select Regional Access setting that controls the sale and redemption locations for gift cards for Enterprise Cloud users.\" width=\"830\" height=\"441\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-2.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-2-300x159.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-2-768x408.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-2-600x319.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-65363-2-320x170.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>The ability to retain unused value on a gift card that\u2019s been partially redeemed isn\u2019t the only improvement we made to gift cards! This release, we\u2019re also focusing on improving the gift card behavior for Enterprise Cloud users. This includes the following improvements:<\/p>\n<ul>\n<li>Gift cards created within Enterprise Headquarters now have unique gift card numbers across all Enterprise Locations, which gives your clients the ability to redeem gift cards across Enterprise Locations.<\/li>\n<li>We updated the advanced settings for gift cards to include a <strong>Select Regional Access<\/strong> option that allows you to control the Enterprise Locations from which clients can redeem gift cards.<\/li>\n<li>We added a new Gift Cards by Location Report that allows you to oversee your gift card sales and usage across all your Enterprise Locations. This includes new <strong>Sale Location<\/strong> and <strong>Redemption Location <\/strong>columns allowing Enterprise Locations to track where a gift card is first sold and redeemed. We also have some new advanced filters that allow you to refine your search results based on the Enterprise Location.<\/li>\n<\/ul>\n<p>These improvements allow you to easily manage and redeem gift cards for your clients and provide you with a more accurate and complete report of your clients\u2019 gift card usage across all your Enterprise Locations.<\/p>\n<p>For more information about these improvements, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10302066-gift-cards-by-location-report-enterprise-report\">Gift Cards by Location Report (Enterprise Report)<\/a>, <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10302050-gift-cards-report\">Gift Cards Report,<\/a> and <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/11115110-gift-card-advanced-settings\">Gift card advanced settings<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Gift Cards<br \/>\n<strong>Ticket ID:<\/strong> WL-65363<\/p>\n<h3 id=\"14\">Redesigned gift cards<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19570\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-59783.png\" alt=\"A screenshot showing the redesigned emailed gift card.\" width=\"595\" height=\"722\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-59783.png 595w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-59783-247x300.png 247w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-59783-320x388.png 320w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/p>\n<p>We redesigned the look of emailed and printed gift cards to make them more visually appealing and easy to read. With this update, gift card recipients can now easily and efficiently find the information they are looking for.<\/p>\n<p><strong>Categories: <\/strong>Gift Cards<br \/>\n<strong>Ticket ID: <\/strong>WL-59783<\/p>\n<h3 id=\"15\">Introducing split commissions<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19425\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-51061.png\" alt=\"A screenshot of a split commission in the store.\" width=\"711\" height=\"347\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-51061.png 711w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-51061-300x146.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-51061-600x293.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-51061-320x156.png 320w\" sizes=\"auto, (max-width: 711px) 100vw, 711px\" \/><\/p>\n<p>We added the ability to split a commission between two staff members when making a sale in your store. Now, instead of one staff member receiving the commission for the full sale, another staff member who assisted in the sale can share in the commission.<\/p>\n<p>When splitting a commission, each staff member will receive 50% of their commission rate. For example, on a $120 sale split between Staff Member A who has a 10% commission rate and Staff Member B who has a 5% commission rate, Staff Member A will receive $6 and Staff Member B will receive $3.<\/p>\n<p>With this improvement, you can further incentivize your staff members to push for sales and upsell at every opportunity.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/?post_type=ht_kb&amp;p=4672\">Managing commissions for staff members<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Staff Management<br \/>\n<strong>Ticket ID:<\/strong> WL-51061<\/p>\n<h3 id=\"16\">New staff permissions for forms<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19470\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62508-830px.png\" alt=\"A screenshot of the new forms permissions when editing a staff role in the Staff Backend.\" width=\"830\" height=\"517\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62508-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62508-830px-300x187.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62508-830px-768x478.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62508-830px-600x374.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62508-830px-320x199.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>In this release, we added new staff role permissions for forms. You can now control which staff members can complete forms on behalf of your clients, and you can also specify whether staff members can view and complete forms for their own clients, clients at their location, or all the clients of your business. With this improvement, you can fine-tune your staff roles to ensure that each of your staff members has exactly the right level of access to serve your client base effectively.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/?post_type=ht_kb&amp;p=27376\">Viewing, adding, and completing a client\u2019s forms<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Forms<br \/>\n<strong>Ticket ID:<\/strong> WL-62508<\/p>\n<h3 id=\"17\">Improvements to the client search in the staff member booking flow for appointments<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19543\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66177-830px.png\" alt=\"A screenshot of the new client search when booking an appointment from the Schedule on the Staff Backend.\" width=\"830\" height=\"405\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66177-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66177-830px-300x146.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66177-830px-768x375.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66177-830px-600x293.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66177-830px-320x156.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We made several improvements to how the client search works when booking an appointment on the Staff Backend.<\/p>\n<p>When using the search bar to select a client for an appointment booking, the list entry for each client will now show the client\u2019s name, plus their ID number, phone number, and email address. What\u2019s even better is that clients are now searchable by each of these criteria! Also, clicking on the client search bar in the booking flow will display a list of recently viewed and recently added clients to select from.<\/p>\n<p>Additionally, we made some backend quality-of-life changes that prevent the page from refreshing when using the search, and we removed client profile links from the clients\u2019 names in the list, to prevent you from accidentally leaving the booking flow when selecting a client.<\/p>\n<p>With these improvements, you&#8217;ll be able to book clients for appointments even faster than before, without any pain points.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9641705-book-an-appointment\">Booking an appointment.<\/a><\/p>\n<p><strong>Categories: <\/strong>Appointments<br \/>\n<strong>Ticket ID: <\/strong>WL-66177<\/p>\n<h3 id=\"18\">Improved automatic payment reattempt behavior<\/h3>\n<p>Previously, if multiple payment reattempts were allowed, the system would charge the client\u2019s default credit card on all attempts, even when the client has already added a new credit card and marked it as the new default. With this improvement, we updated the behavior so that the client\u2019s default credit card will only be charged on the first reattempt. If the payment fails on the first attempt, the system will proceed to charge the most recently added card on the client\u2019s profile for subsequent attempts. If the recently added credit card happens to be the default credit card, the system will continue to charge the default credit card. This improves your payment success rates and ensures smooth operation of your business.<\/p>\n<p><strong>NOTE: <\/strong>This payment behavior doesn&#8217;t apply to ACH transactions.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642413-business-policy-settings\">Business policy settings<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Client Account &amp; Billing<br \/>\n<strong>Ticket ID: <\/strong>WL-55167<\/p>\n<h3 id=\"19\">Improved Belts ranking promotion<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19474\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-69520.png\" alt=\"A screenshot showing the new belts setting.\" width=\"830\" height=\"353\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-69520.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-69520-300x128.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-69520-768x327.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-69520-600x255.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-69520-320x136.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>Previously, when clients were promoted to higher belt levels based on the number of classes they attended, the requirements for class attendance were cumulative. Now, we added a setting that allows staff members to reset the class attendance after a promotion. When this setting is enabled, clients are promoted to the next ranking based on the number of classes they took while they\u2019re in that rank.<\/p>\n<p><strong>Categories: <\/strong>Belts<br \/>\n<strong>Ticket ID:<\/strong> WL-69520<\/p>\n<h3 id=\"20\">Buy Now button added to the Client Web App<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19525\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66480-830px.png\" alt=\"A screenshot of the Buy Now button in the online store of the Client Web App.\" width=\"830\" height=\"405\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66480-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66480-830px-300x146.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66480-830px-768x375.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66480-830px-600x293.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-66480-830px-320x156.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We added a brand-new button to your online store to give your clients a quick and easy way to purchase a single item in even fewer clicks. With the new <strong>Buy Now<\/strong> button, your clients can simply select the item they want to purchase, enter their payment info, and be on their way! With this improvement, you can offer your clients an even easier way to shop for your products and services.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9641600-make-a-purchase-as-a-client\">Client Web App: Making a purchase<\/a>.<\/p>\n<p><strong>Categories<\/strong>: Online Store, Client Web App<br \/>\n<strong>Ticket ID<\/strong>: WL-66480<\/p>\n<h3 id=\"21\">Widget improvements<\/h3>\n<p>In this release, we added several new improvements to your widgets to provide your clients with more complete, clear information. Read on to learn more!<\/p>\n<h4 id=\"22\">Wait list tag added to non-block event sessions on the Client Web App and widgets<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19545\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70030-830px.png\" alt=\"A screenshot of a non-block event session displayed with an orange Wait list tag.\" width=\"830\" height=\"504\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70030-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70030-830px-300x182.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70030-830px-768x466.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70030-830px-600x364.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70030-830px-320x194.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We made some visual improvements to the booking flow of events in which clients can choose the dates they attend on the Client Web App and widgets. Previously, when wait lists were enabled, there was no visual indicator for clients to let them know the sessions they were booking were full. Now, we\u2019ve added a new orange <strong>Wait list <\/strong>tag to sessions that are full, letting clients know that if they try booking the session, they\u2019ll be added to the wait list.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9833812-book-an-event-as-a-client\">Client Web App: Booking an event<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Events<br \/>\n<strong>Ticket ID: <\/strong>WL-70030<\/p>\n<h4 id=\"23\">Improved Review Widget<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19440\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-1.png\" alt=\"A screenshot showing the updated verified customer badge.\" width=\"807\" height=\"382\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-1.png 807w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-1-300x142.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-1-768x364.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-1-600x284.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-1-320x151.png 320w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19441\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-2.png\" alt=\"A screenshot showing points a customer can earn from sharing their review on Facebook and Twitter.\" width=\"507\" height=\"524\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-2.png 507w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-2-290x300.png 290w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-52949-2-320x331.png 320w\" sizes=\"auto, (max-width: 507px) 100vw, 507px\" \/><\/p>\n<p>We redesigned the Review Widget to give it a modern look and feel and included additional updates to provide your clients with a seamless process when submitting a review. The updates include:<\/p>\n<ul>\n<li>Clients will now be prompted to sign in before leaving a review.<\/li>\n<li>The verified customer badge has been updated for a modern look and feel. This applies to customers who have submitted a review and fulfilled the following conditions:\n<ul>\n<li>Made a purchase at your business.<\/li>\n<li>Attended at least one service at your business.<\/li>\n<\/ul>\n<\/li>\n<li>Upon submitting a review, clients will know how many points they earned from writing the review and how many points they can earn from sharing it.<\/li>\n<li>We added a character counter below the review text box to display the remaining characters a client can input in the text box. The character limit for a review is 32,000 characters.<\/li>\n<\/ul>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9020112-review-widget\">Review Widget<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Website Widgets<br \/>\n<strong>Ticket ID: <\/strong>WL-52949<\/p>\n<h4 id=\"24\">Staff member name display now applies to widgets<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19544\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67097-830PX.png\" alt=\"A screenshot of the Client Web App settings with the STAFF NAME section highlighted.\" width=\"830\" height=\"388\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67097-830PX.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67097-830PX-300x140.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67097-830PX-768x359.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67097-830PX-600x280.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67097-830PX-320x150.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>In a previous release, we added the ability for businesses to configure how staff member names are displayed in the Client Web App, Self Check-In Web App, Attendance Web App, and Achieve Client App. In this release, we extended this behavior to certain widgets as well. Now, when you configure the <strong>STAFF NAME <\/strong>setting in the Client Web App settings, your changes will also apply to the Custom Schedule, Standard Schedule, Appointment, and Staff Widgets.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9641566-client-view-settings\">Client Web App settings<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Website Widgets<br \/>\n<strong>Ticket ID: <\/strong>WL-67097<\/p>\n<h4 id=\"25\">Visual improvements to the service details popup in the Custom Schedule Widget<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19546\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70922-830px.png\" alt=\"A screenshot of the visually improved service details popup in Calendar view in the Custom Schedule Widget.\" width=\"830\" height=\"294\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70922-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70922-830px-300x106.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70922-830px-768x272.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70922-830px-600x213.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-70922-830px-320x113.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>In this release, we made some major visual improvements to the service details popup in the Custom Schedule Widget. The popup is now much cleaner and easier to read. With these improvements, your clients will enjoy a much more visually appealing and user-friendly experience when using the Custom Schedule Widget.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9020120-schedule-widget\">Schedule Widget<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Website Widgets<br \/>\n<strong>Ticket ID: <\/strong>WL-70922<\/p>\n<h3 id=\"26\">Purchase Option improvements<\/h3>\n<p>We made some improvements to Purchase Option behavior to ensure that your memberships and passes always work exactly the way you want and expect.<\/p>\n<h4 id=\"27\">Automatic payments will no longer be reattempted on deactivated Purchase Options<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19541\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-54649-830px.png\" alt=\"A screenshot of the Deactivate Pass popup informing user that further auto payments will not be attempted.\" width=\"830\" height=\"352\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-54649-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-54649-830px-300x127.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-54649-830px-768x326.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-54649-830px-600x254.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-54649-830px-320x136.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>Previously, reattempts of failed automatic payments would continue after a Purchase Option had been canceled or deactivated. Now, staff members will be notified when deactivating a Purchase Option that no further auto-payments will be attempted after the deactivation date. If the Purchase Option has an outstanding balance after a failed auto-payment, staff members can charge the outstanding amount to the client\u2019s account. With this improvement, staff members will now have more flexibility and control over automatic payments for their clients\u2019 Purchase Options.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642413-business-policy-settings\">Business policy settings<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Purchase Options<br \/>\n<strong>Ticket ID: <\/strong>WL-54649<\/p>\n<h4 id=\"28\">Clients can now earn reward points when a referred client\u2019s Purchase Option auto-renews<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19539\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-24623-830px.png\" alt=\"A screenshot of the Rewards page with the new Earn points upon auto-renewal option highlighted.\" width=\"830\" height=\"343\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-24623-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-24623-830px-300x124.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-24623-830px-768x317.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-24623-830px-600x248.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-24623-830px-320x132.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We made earning rewards points for client referrals even more rewarding! Previously, referring clients would only earn rewards points when their referral bought a Purchase Option. Now, referring clients can earn the same number of points every time their referral\u2019s Purchase Option auto-renews. With this improvement, clients can enjoy an extra incentive for getting their friends and family off the couch and into your business!<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10305988-types-of-reward-points\">Types of rewards points<\/a> and <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10309632-enable-and-assign-rewards-points-for-client-referrals\">Enabling or disabling referral rewards points<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Rewards<br \/>\n<strong>Ticket ID: <\/strong>WL-24623<\/p>\n<h4 id=\"29\">Automatically apply new event instances to Purchase Options<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19438\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63845.png\" alt=\"A screenshot showing the new event instance that was automatically added to the Purchase Option.\" width=\"787\" height=\"492\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63845.png 787w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63845-300x188.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63845-768x480.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63845-600x375.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63845-320x200.png 320w\" sizes=\"auto, (max-width: 787px) 100vw, 787px\" \/><\/p>\n<p>Previously, when new event instances were created, Purchase Options with access to other instances of that event wouldn\u2019t be updated to include the new instances. As a result, staff members needed to add those new instances manually or clients wouldn\u2019t be able to access those new event instances with their Purchase Options. With this improvement, we added a new<strong> [event name](all instances)<\/strong> checkbox in the Purchase Option settings. If this checkbox is selected, new event instances will be automatically added to the applicable Purchase Options, eliminating the manual labor of updating the Purchase Option settings again for each new event instance.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/session-pass-advanced-settings\/\">Session pass advanced settings<\/a> and <a href=\"https:\/\/help.wellnessliving.com\/en\/membership-advanced-settings\/\">Membership advanced settings<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Purchase Options<br \/>\n<strong>Ticket ID: <\/strong>WL-63845<\/p>\n<h3 id=\"30\">Memberships that remain active will deactivate if rollover visits are set to expire<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19540\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-51858-830px.png\" alt=\"A screenshot of the Membership Attendance Restrictions that must be enabled so that a membership will deactivate at the same time as its rollover visits.\" width=\"830\" height=\"387\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-51858-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-51858-830px-300x140.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-51858-830px-768x358.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-51858-830px-600x280.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-51858-830px-320x149.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>In a previous release, we made memberships configurable to stay active past their expiration date until all available visits on the membership are either used or reach their own specific expiration date, if enabled.<\/p>\n<p>In this release, we improved this behavior by fixing an issue that caused memberships to remain active after available rollover visits had expired. With this improvement, you can rest assured that memberships will expire when they\u2019re supposed to, but customers will still have access to their rollover visits for the duration that you set for them.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/membership-advanced-settings\/\">Membership advanced settings<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Memberships<br \/>\n<strong>Ticket ID: <\/strong>WL-51858<\/p>\n<h3 id=\"31\">Report improvements<\/h3>\n<p>We replaced the All Transaction Summary Report with a new, improved Sales Report, and made some great improvements to your existing reports.<\/p>\n<h4 id=\"32\">Automatically track email notifications in the Email Campaign Report<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19442\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63288.png\" alt=\"A screenshot showing the setting that is automatically enabled when sending an email with 10 or more clients selected.\" width=\"800\" height=\"396\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63288.png 800w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63288-300x149.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63288-768x380.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63288-600x297.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-63288-320x158.png 320w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>We updated the behavior of email notifications so that when you send an automated marketing email campaign to 10 clients or more, your email will be automatically tracked in the Email Campaign Report. With this improvement, your staff members no longer need to manually enable this setting when sending email notifications to a large group of clients, allowing them to spend more time and energy on more important tasks.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9273693-contacting-a-group-of-clients\">Contacting a group of clients<\/a> and <a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/?post_type=ht_kb&amp;p=5715\">Email Campaign Report<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Automated Marketing<br \/>\n<strong>Ticket ID: <\/strong>WL-63288<\/p>\n<h4 id=\"33\">Source filter and detailed source information in the Check-Ins Report<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19472\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66375.png\" alt=\"A screenshot of the new Source filter in the Check-Ins Report.\" width=\"803\" height=\"213\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66375.png 803w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66375-300x80.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66375-768x204.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66375-600x159.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66375-320x85.png 320w\" sizes=\"auto, (max-width: 803px) 100vw, 803px\" \/><\/p>\n<p>We added a new <strong>Source <\/strong>filter to the Check-Ins Report to allow you to filter results by the method used to check in to a service session. To ensure that this filter is as powerful and useful as possible, we also expanded the options that appear in the corresponding <strong>Source <\/strong>column. Previously, this column contained a general reference to the check-in method used. With these improved additions, you\u2019ll know what app was used to check a client in and who was responsible for checking them in.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9650514-check-ins-report\">Check-Ins Report<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Reports<br \/>\n<strong>Ticket ID:<\/strong> WL-66375<\/p>\n<h4 id=\"34\">New Sales Report: Sales Summary by Payment Method<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19527\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67019-830px.png\" alt=\"A screenshot of the new Sales Summary by Payment Method Report.\" width=\"830\" height=\"397\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67019-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67019-830px-300x143.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67019-830px-768x367.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67019-830px-600x287.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-67019-830px-320x153.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>In this release, we added a new report to select from our collection of Sales Reports: the Sales Summary by Payment Method Report. This report replaces the All Transaction Summary Report and provides you with a detailed summary of which payment methods were used to complete transactions with your business during a specific date range. With this new report, you can effectively keep track of how your customers are paying for your products and services, and easily identify specific transactions.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9650781-sales-summary-by-payment-method-report\">Sales Summary by Payment Method Report<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Reports<br \/>\n<strong>Ticket ID: <\/strong>WL-67019<\/p>\n<h3 id=\"35\">Message Center improvements<\/h3>\n<p>We made some big improvements to Message Center that will let you efficiently manage conversations with your clients and organize how your staff members interact with the feature. Read on to find out more!<\/p>\n<h4 id=\"36\">Assign staff members to conversations in Message Center<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19445\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-53375-830px.png\" alt=\"A screenshot of the dropdown for assigning staff members to Message Center conversations.\" width=\"830\" height=\"390\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-53375-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-53375-830px-300x141.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-53375-830px-768x361.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-53375-830px-600x282.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-53375-830px-320x150.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>If you\u2019re a business with a lot of clients, making sure you\u2019re responding to every question or comment sent to your Message Center can be tricky. With this improvement, you can now assign staff members to specific client conversations in Message Center. This way, you can ensure dedicated staff members are responsible for responding to clients so that any questions or issues can be resolved quickly and efficiently.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9562236-manage-a-conversation-in-message-center\">Assigning staff members to conversations in Message Center<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Message Center<br \/>\n<strong>Ticket ID: <\/strong>WL-53375<\/p>\n<h4 id=\"37\">New staff role permissions for Message Center<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19447\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-67340-830px.png\" alt=\"A screenshot of the new staff role permissions for Message Center.\" width=\"830\" height=\"407\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-67340-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-67340-830px-300x147.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-67340-830px-768x377.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-67340-830px-600x294.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-67340-830px-320x157.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We added new staff role permissions for Message Center that give you greater control over what your staff members can access. With this improvement, you can set specific role permissions so that staff members can only access Message Center\u2019s inbox, settings, or subscription plans. Additionally, you can allow certain staff roles to assign conversations to other staff members. Now, you\u2019ll be able to organize your Message Center activities based on your staff roles and only allow staff members to access the areas of Message Center that you want.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9649091-staff-role-permissions\">Staff role permissions<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Message Center<br \/>\n<strong>Ticket ID:<\/strong> WL-67340<\/p>\n<h4 id=\"38\">Message Center redesign<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19449\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62233-830px.png\" alt=\"A screenshot of the Message Center\u2019s Subscription Plans page highlighting the customer\u2019s next billing date.\" width=\"830\" height=\"376\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62233-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62233-830px-300x136.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62233-830px-768x348.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62233-830px-600x272.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-62233-830px-320x145.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We updated Message Center to bring it in line with the new design of the WellnessLiving software. In addition to a cleaner look, these changes will allow you to navigate Message Center, filter your inbox, and manage your client conversations with ease. As part of this redesign, we also added your next billing date to the information on the <strong>Subscription Plans<\/strong> page, so there&#8217;s no guesswork in determining when your next payment will be.<\/p>\n<p><strong>Categories: <\/strong>Message Center<br \/>\n<strong>Ticket ID: <\/strong>WL-62233<\/p>\n<h4 id=\"39\">Message Center now available in Australia<\/h4>\n<p>With this release, businesses in Australia can now sign up to use Message Center! This change will give you access to one of WellnessLiving\u2019s coolest new features and enable you to manage all your client communications from the same place.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9500107-enable-message-center\">Enabling Message Center<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Message Center<br \/>\n<strong>Ticket ID: <\/strong>WL-54892<\/p>\n<h3 id=\"40\">Achieve Client App improvements<\/h3>\n<p>With this release, we continued our push to make the Achieve Client App even better for your clients. We made more updates to the app\u2019s look and feel, and we also improved the user flow in several areas.<\/p>\n<h4 id=\"41\">My Schedule and Notifications moved in the Achieve Client App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19450\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-70295-700px.png\" alt=\"A screenshot of the Achieve Client App showing the My Schedule tab on the bottom menu and the Notifications option on the Profile menu.\" width=\"700\" height=\"574\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-70295-700px.png 700w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-70295-700px-300x246.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-70295-700px-600x492.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-70295-700px-320x262.png 320w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>Back in January when we released version 23.56, one of the changes we made was to move schedule access into the <strong>Profile<\/strong> menu. We received a lot of feedback about this change, so with this release, we returned the <strong>My Schedule<\/strong> tab to the bottom menu on the Achieve Client App. To make room for the <strong>My Schedule<\/strong> tab, we moved notification access into the <strong>Profile<\/strong> menu. With this change, your clients can once again access their schedule directly from the bottom menu.<\/p>\n<p>For more information about this change, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9649164-achieve-client-app-profile-options\">Achieve Client App: Profile options<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Achieve Client App<br \/>\n<strong>Ticket ID:<\/strong> WL-70295<\/p>\n<h4 id=\"42\">Display events in the White Label App without signing in<\/h4>\n<p>One of the great things about the White Label plan for the Achieve Client App is that people who download the app can open it and view your business\u2019s classes and products without signing in. With this release, users who aren\u2019t signed in can now also see your upcoming events on the <strong>Book Now<\/strong> tab of your White Label app. This improvement allows potential new clients to see more of your business\u2019s services from the app, which increases the chance they\u2019ll sign up with you!<\/p>\n<p>For more information about this improvement, see <strong>To book an event<\/strong> in <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9834468-book-a-class-as-a-client\">Achieve Client App: Booking services<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Achieve Client App<br \/>\n<strong>Ticket ID:<\/strong> WL-67119<\/p>\n<h4 id=\"43\">Achieve Client App redesign<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19523\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px.png\" alt=\"A screenshot showing the Achieve Client App redesigns for the Client details screen, the Alerts screen, and the list of items in the store.\" width=\"830\" height=\"484\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px-300x175.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px-768x448.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px-685x400.png 685w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px-600x350.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-63250_WL-63273_and_WL-61289_830px-320x187.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We updated the design of the following areas in the Achieve Client App to improve the client experience:<\/p>\n<ul>\n<li><strong>Store and shopping cart<\/strong> \u2013 Filtering items by store category is now more intuitive, your clients can tell at a glance when an item is out of stock, and choosing product options and adjusting quantities is easier than ever on the item details screen.<\/li>\n<li><strong>Class booking<\/strong> \u2013 If your business has multiple locations, the locations of your classes are now displayed with the class information, and clients can filter your classes by location on the <strong>Filter<\/strong>.<\/li>\n<li><strong>Profile details<\/strong> \u2013 We renamed the <strong>Profile Details<\/strong> screen to <strong>Client details<\/strong>, made some visual improvements, and included a new <strong>Save<\/strong> button on the bottom of the screen.<\/li>\n<li><strong>Settings<\/strong> \u2013 Several of the options have had their names changed, and the process of managing social media account connections and changing language preferences has been updated slightly to be clearer for clients.<\/li>\n<li><strong>Alerts<\/strong> \u2013 Clients can now tap on long alerts to view the full text, and they can tap on transformation log alerts and account balance alerts to go directly to the correct screen on the app to address them.<\/li>\n<li><strong>Contracts and waivers<\/strong> \u2013 They now match the style used in other areas of the Achieve Client App, giving your clients a more consistent experience when they sign contracts or waivers for your business.<\/li>\n<\/ul>\n<p>With these improvements, your clients will be able to make purchases, book classes, and manage their own profiles more easily than ever before from the convenience of their personal devices.<\/p>\n<p><strong>Categories: <\/strong>Achieve Client App<br \/>\n<strong>Ticket ID:<\/strong> WL-61289, WL-63250, WL-63254, WL-63273, WL-66007, WL-68159<\/p>\n<h3 id=\"44\">Elevate Staff App improvements<\/h3>\n<p>In addition to redesigning some key areas of the Elevate Staff App, we added a few of our newest features. Now, your staff members can do even more for your business from their mobile devices! Find out more about each of these updates below.<\/p>\n<h4 id=\"45\">Message Center on the Elevate Staff App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19457\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-60633-375px.png\" alt=\"A screenshot showing the Message Center inbox on the Elevate Staff App.\" width=\"375\" height=\"745\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-60633-375px.png 375w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-60633-375px-151x300.png 151w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-60633-375px-320x636.png 320w\" sizes=\"auto, (max-width: 375px) 100vw, 375px\" \/><\/p>\n<p>Are you worried about missing crucial client messages outside your business\u2019s regular hours? Do you wish there was a convenient way for your staff members to support your clients until all their questions and concerns get resolved?<\/p>\n<p>Look no further because we just added Message Center to the Elevate Staff App! With this improvement, staff members with the appropriate permissions can use their mobile devices to perform all the same actions that are available with Message Center on WellnessLiving. Now, your staff members can answer questions, manage conversations, and stay in touch with your clients whenever or wherever the need arises!<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/\">Elevate Staff App: Managing Message Center conversations<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Elevate Staff App<br \/>\n<strong>Ticket ID: <\/strong>WL-60633<\/p>\n<h4 id=\"46\">The Alert Center on the Elevate Staff App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19459\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66601-375px.png\" alt=\"A screenshot showing a staff member\u2019s alert notifications in the Alert Center on the Elevate Staff App.\" width=\"375\" height=\"745\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66601-375px.png 375w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66601-375px-151x300.png 151w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-66601-375px-320x636.png 320w\" sizes=\"auto, (max-width: 375px) 100vw, 375px\" \/><\/p>\n<p>In our previous release, we introduced the Alert Center, which allows your staff members to receive alerts related to certain activities at your business. With this release, your staff members can receive alerts on the Elevate Staff App. Now, you can use alerts to keep your staff members in the loop even when they\u2019re on the move!<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642247-manage-your-alert-center\">Elevate Staff App: Viewing alerts<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Elevate Staff App<br \/>\n<strong>Ticket ID: <\/strong>WL-66601<\/p>\n<h4 id=\"47\">Add custom gift card amounts on the Elevate Staff App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19461\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-68450-375px.png\" alt=\"A screenshot showing the option to enter a custom amount when purchasing a gift card on the Elevate Staff App.\" width=\"375\" height=\"745\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-68450-375px.png 375w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-68450-375px-151x300.png 151w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-68450-375px-320x636.png 320w\" sizes=\"auto, (max-width: 375px) 100vw, 375px\" \/><\/p>\n<p>We added the ability for your staff members to add custom values to gift cards sold through the Elevate Staff App. Now, your staff members have the flexibility to provide your clients with custom gift cards, right from their mobile devices!<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/\">Elevate Staff App: Selling a gift card<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Elevate Staff App<br \/>\n<strong>Ticket IDs: <\/strong>WL-68450<\/p>\n<h4 id=\"48\">Managing client notes on the Elevate Staff App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19465\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-56016-375px.png\" alt=\"A screenshot showing the options available when adding a note to a client\u2019s profile in the Elevate Staff App.\" width=\"375\" height=\"745\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-56016-375px.png 375w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-56016-375px-151x300.png 151w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-56016-375px-320x636.png 320w\" sizes=\"auto, (max-width: 375px) 100vw, 375px\" \/><\/p>\n<p>We added the ability for your staff members to add, modify, or remove a note from a client\u2019s profile on the Elevate Staff App. Notes can be used to communicate important information about the client to other staff members and can also be used to flag a client, which prevents them from being able to book services online at your business locations. Now your staff members can do even more to manage your clients using the Elevate Staff App!<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9998778-manage-client-notes\">Elevate Staff App: Adding, modifying, or removing a client note<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Elevate Staff App<br \/>\n<strong>Ticket ID: <\/strong>WL-56016<\/p>\n<h4 id=\"49\">Elevate Staff App redesigns<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19468\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-61571-WL-67151-WL-67152-830px.png\" alt=\"A screenshot showing the Elevate Staff App redesigns for the schedule\u2019s list view, the More tab, and the client\u2019s User Activity screen.\" width=\"830\" height=\"537\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-61571-WL-67151-WL-67152-830px.png 830w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-61571-WL-67151-WL-67152-830px-300x194.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-61571-WL-67151-WL-67152-830px-768x497.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-61571-WL-67151-WL-67152-830px-600x388.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-61571-WL-67151-WL-67152-830px-320x207.png 320w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<p>We updated the design for the following areas in the Elevate Staff App to bring them in line with the look and feel used throughout the rest of the app and provide some quality-of-life improvements to your staff members:<\/p>\n<ul>\n<li><strong>The schedule\u2019s list view<\/strong> \u2013 We added color bars to appointments that indicate the client&#8217;s current status as well as a number to show how many clients are on the wait list for a service.<\/li>\n<li><strong>The More tab<\/strong> \u2013 We updated the look and feel of the <strong>More<\/strong> tab and moved the <strong>Sign Out<\/strong> button from the menu to the right-hand corner of the screen. Now, your staff members can sign out easily without having to scroll through the menu.<\/li>\n<li><strong>The client\u2019s User Activity screen<\/strong> \u2013 We updated the color, fonts, and icons so your staff members can easily scan and understand the recent activities and statuses of your clients.<\/li>\n<\/ul>\n<p>With these improvements, it will be easier for your staff members to navigate the app, find information about their service bookings, and manage clients.<\/p>\n<p><strong>Categories: <\/strong>Elevate Staff App<br \/>\n<strong>Ticket IDs: <\/strong>WL-61571, WL-67151, WL-67152<\/p>\n<h4 id=\"50\">Approving appointment and asset requests on the Elevate Staff App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19463\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-22554-375px.png\" alt=\"A screenshot showing the options to approve or deny an appointment booking request on the Elevate Staff App.\" width=\"375\" height=\"745\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-22554-375px.png 375w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-22554-375px-151x300.png 151w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/04\/WL-22554-375px-320x636.png 320w\" sizes=\"auto, (max-width: 375px) 100vw, 375px\" \/><\/p>\n<p>We made it possible for your staff members to approve or deny booking requests for appointments and assets from the Elevate Staff App. With this improvement, your staff members can do more to manage their service bookings, even when they\u2019re on the move!<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/www.wellnessliving.com\/knowledge-sharing\/?post_type=ht_kb&amp;p=6054\">Elevate Staff App: Booking and managing appointments<\/a> and <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/11165905-booking-and-managing-book-a-spot-assets\">Elevate Staff App: Booking and managing assets<\/a>.<\/p>\n<p><strong>Categories: <\/strong>Elevate Staff App<br \/>\n<strong>Ticket ID: <\/strong>WL-22554, WL-64359<\/p>\n<h4 id=\"51\">Easily manage a client\u2019s billing information on the Elevate Staff App<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19532\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-52926-375px.png\" alt=\"A screenshot of the menu options for a saved payment method on the updated Billing Information screen in the Elevate Staff App.\" width=\"375\" height=\"745\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-52926-375px.png 375w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-52926-375px-151x300.png 151w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2023\/05\/WL-52926-375px-320x636.png 320w\" sizes=\"auto, (max-width: 375px) 100vw, 375px\" \/><\/p>\n<p>We updated the <strong>Billing Information<\/strong> screen for clients on the Elevate Staff App to make some quality-of-life improvements for your staff members. In addition to a cleaner interface, we made it easier to add, edit, or remove payment methods from a client\u2019s profile. Staff members can also set the client\u2019s default payment method. With this improvement, your staff members can use their mobile devices to conveniently manage your clients\u2019 payment information.<\/p>\n<p>For more information about this improvement, see <a href=\"https:\/\/help.wellnessliving.com\/\">Elevate Staff App: Managing a client\u2019s payment information<\/a>.<\/p>\n<p><strong>Categories:<\/strong> Elevate Staff App<br \/>\n<strong>Ticket ID: <\/strong>WL-52926<\/p>\n<h2 id=\"52\">Minor Fixes<\/h2>\n<h3>Achieve Client App<\/h3>\n<ul>\n<li>We updated the main screen of the <strong>Book Now<\/strong> tab to display the full names of businesses for business names that contain up to 90 characters. <em>WL-69980<\/em><\/li>\n<\/ul>\n<h3>Alert Center<\/h3>\n<ul>\n<li>We fixed an issue that caused new message alerts to keep showing up even when the staff member was already viewing the conversation. <em>WL-67482<\/em><\/li>\n<\/ul>\n<h3>Appointments<\/h3>\n<ul>\n<li>We fixed an issue that prevented staff members from collapsing sections in the booking flow after they had been expanded. <em>WL-66638<\/em><\/li>\n<li>We fixed an issue where the schedule summary and Wait List Report wouldn\u2019t show any clients that were on wait lists for appointments. <em>WL-66892<\/em><\/li>\n<\/ul>\n<h3>Belts<\/h3>\n<ul>\n<li>We improved the way belts work so that clients can now earn belt progress at any location and can be promoted by staff from any location. <em>WL-67966<\/em><\/li>\n<\/ul>\n<h3>Client Web App<\/h3>\n<ul>\n<li>We fixed an issue that caused appointments with no available assets to appear for clients attempting to book an appointment that requires assets on the Client Web App. <em>WL-39866<\/em><\/li>\n<li>We fixed an issue that prevented clients from being able to use their account balance as a payment method on the Client Web App. <em>WL-63159<\/em><\/li>\n<li>We fixed an issue where clients who weren&#8217;t signed in to Client Web App received an error message instead of being redirected to the <strong>Sign In<\/strong> page when clicking the Schedule tab. <em>WL-65532<\/em><\/li>\n<li>We fixed an issue that was causing clients with unfulfilled prerequisites for a class to see unexpected messages when attempting to book the class from WellnessLiving Explorer or the Client Web App.<em> WL-68049 <\/em><\/li>\n<li>We fixed an issue that was causing error messages to appear for incomplete fields on the <strong>Checkout <\/strong>page when clients were in the process of joining a class with a waitlist. <em>WL-69648 <\/em><\/li>\n<\/ul>\n<h3>Elevate Staff App<\/h3>\n<ul>\n<li>We fixed an issue that was causing an error message to appear in the Elevate Staff App when a staff member tried to view the schedule in asset mode after assets had been removed from the business. <em>WL-66317<\/em><\/li>\n<li>We fixed an issue on the Elevate Staff App that was causing a client&#8217;s Purchase Option to be used for a service booking even when the <strong>Book Unpaid<\/strong> option was selected. <em>WL-66308<\/em><\/li>\n<li>We resolved an issue on the Elevate Staff App where the name of appointments would not appear on the schedule when an appointment had a duration of 30 minutes or less, or multiple appointments were booked back-to-back. Now, appointment names will appear smaller to accommodate longer names, the appointment icon has been relocated to the top-left of the appointment, and the <strong>Requested<\/strong> badge has been redesigned. <em>WL-73150<\/em><\/li>\n<\/ul>\n<h3>Hardware<\/h3>\n<ul>\n<li>We have a resolution for an issue that caused a connection error when a customer connected to a Topaz T-S460-HSB-R signature pad using the old driver software to record client signatures. To resolve this issue, please download the new driver software. For more information, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10910607-set-up-your-topaz-t-s460-hsb-r-signature-pad\">Setting up your Topaz T-S460-HSB-R signature pad<\/a>. <em>WL-67815<\/em><\/li>\n<\/ul>\n<h3>Online Store<\/h3>\n<ul>\n<li>We updated the behavior of direct buy URLs for Purchase Options so that when clients must sign a contract, they\u2019ll be prompted to sign in or register before completing their purchase. <em>WL-67348<\/em><\/li>\n<\/ul>\n<h3>Products<\/h3>\n<ul>\n<li>We fixed an issue that caused modifications to a product to be reverted and an error stating <strong>You must enter correct, not negative additional price amount <\/strong>to appear when attempting to make changes to a product.<em> WL-67701<\/em><\/li>\n<\/ul>\n<h3>Purchase Options<\/h3>\n<ul>\n<li>We updated the online store to allow staff members and clients to add multiple drop-ins to the shopping cart during store checkout. <em>WL-69013<\/em><\/li>\n<li>We improved the data transfer behavior so that when a Purchase Option converts, the new Purchase Option will retain the payment method information that was set in the old Purchase Option. <em>WL-58864<\/em><\/li>\n<\/ul>\n<h3>Reports<\/h3>\n<ul>\n<li>We fixed an issue that was causing inaccurate numbers to be displayed on the summary cards when filtering the All Sales Report by custom tax (by selecting the custom tax summary card).<em> WL-64384<\/em><\/li>\n<li>We fixed an issue that was causing inaccurate numbers to be displayed on the summary cards when filtering the Sales Details by Location Report (by selecting any summary card). <em>WL-64384<\/em><\/li>\n<li>We updated the way that the Balance Due Report generates to ensure that users no longer experience issues with loading times when a large number of clients appear on the report. <em>WL-67291<\/em><\/li>\n<\/ul>\n<h3>Staff Backend<\/h3>\n<ul>\n<li>We updated the appearance of the flyout menu for staff members to provide a more visually appealing experience when changing locations, changing businesses, selecting your language, and more. <em>WL-67300 <\/em><\/li>\n<\/ul>\n<h3>Website Widgets<\/h3>\n<ul>\n<li>We fixed an issue that caused overlapping text to appear when viewing an event description using an iPhone.<em> WL-70292 <\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Spring is in full swing, and we\u2019re ready to help your business bloom with an exciting new update from WellnessLiving. This release is full of new features and improvements to help bring your business to the next level, like a brand-new integration with Zapier, which gives you the power to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":19549,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"disable_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[85],"tags":[628,2310,2277,609,2311,86,499,2276],"class_list":["post-19514","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-release-notes","tag-business-management","tag-client-retention","tag-expert-advice","tag-marketing","tag-mobile-apps","tag-release-notes","tag-rewards-program","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>May 2023 Release Version 23.57 Notes - 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