{"id":20174,"date":"2024-01-24T05:00:29","date_gmt":"2024-01-24T10:00:29","guid":{"rendered":"https:\/\/www.wellnessliving.com\/blog\/?p=20174"},"modified":"2025-11-18T12:49:22","modified_gmt":"2025-11-18T17:49:22","slug":"release-notes-january-2024-version-24-59","status":"publish","type":"post","link":"https:\/\/www.wellnessliving.com\/blog\/release-notes-january-2024-version-24-59\/","title":{"rendered":"Release Notes January 2024 Version 24.59"},"content":{"rendered":"\n<p>Happy new year! From the WellnessLiving family to yours, we wish you an amazing 2024! <\/p>\n\n\n\n<p>Our January 2024 release is full of long anticipated enhancements such as the ability to schedule emails, paying for multiple appointments in one checkout, and much more. Read on for the full scoop!<\/p>\n\n\n\n<p>Here at WellnessLiving, your feedback means the world to us. You&#8217;re front and center in our mind with each new release. Be sure to let us know what you think by filling out this <a href=\"https:\/\/forms.gle\/ys1t4nJLR4r79Nb68\" target=\"_blank\" rel=\"noopener\"><u>quick feedback form<\/u><\/a>.<\/p>\n\n\n<p><iframe loading=\"lazy\" title=\"WellnessLiving January 2024 Release\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/UwAD9Tq0UzE?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\n\n\n<h2 class=\"wp-block-heading\" id=\"h-wellnessliving-new-release-notes-and-updates-for-january-2024\">WellnessLiving new release notes and updates for January 2024<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#2\">Schedule one-off client communications<\/a><\/li>\n\n\n\n<li><a href=\"#3\">Refreshed appointment and asset information on the schedule<\/a><\/li>\n\n\n\n<li><a href=\"#4\">Effortlessly link forms to specific visits from the schedule<\/a><\/li>\n\n\n\n<li><a href=\"#5\">Preview completed appointment forms with ease<\/a><\/li>\n\n\n\n<li><a href=\"#6\">Hover and discover: Check form status at a glance<\/a><\/li>\n\n\n\n<li><a href=\"#7\">Seamless form tracking: New Forms column in client attendance<\/a><\/li>\n\n\n\n<li><a href=\"#8\">Easily settle multiple appointments in one transaction<\/a><\/li>\n\n\n\n<li><a href=\"#9\">Customize notifications per service and multiple service reminders<\/a>&nbsp;<span class=\"wl-wysiwyg-badges-text-badge\">BETA<\/span><\/li>\n\n\n\n<li><a href=\"#10\">Create booking windows for clients<\/a><\/li>\n\n\n\n<li><a href=\"#11\">Identify and engage with clients who have left reviews<\/a><\/li>\n\n\n\n<li><a href=\"#12\">Feature your best client reviews<\/a><\/li>\n\n\n\n<li><a href=\"#13\">Tailor staff role access to specific reports for maximum control<\/a><\/li>\n\n\n\n<li><a href=\"#14\">Follow up with clients after they attend an asset booking at your studio<\/a><\/li>\n\n\n\n<li><a href=\"#15\">Brand new Book-a-Spot asset widget<\/a><\/li>\n\n\n\n<li><a href=\"#16\">Make client class bookings default to recurring with no end date<\/a><\/li>\n\n\n\n<li><a href=\"#17\">Exempt clients from being sent to Collections in bulk<\/a><\/li>\n\n\n\n<li><a href=\"#18\">View Elevate Staff App in landscape mode<\/a><\/li>\n\n\n\n<li><a href=\"#19\">Minor Improvements<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1\">Check out the Latest Improvements!<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2\">Schedule one-off client emails<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/72c3c9b0c7c542f5a846b0d5b75ab791?sid=a8417a80-27cf-4eaa-ab31-2d8a292aa12f\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f360d96f-b5dd-44d3-8fd3-d7c2d2bc8a95\">This highly-requested product improvement is finally here! <\/span><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">You can now take charge of your QUICK Contact <\/span><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"ddafd291-da72-4546-9100-39b7efe2745b\">notifications. QUICK Contact allows you to quickly send a one-off communication to your clients from various places in the system!<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">You can now schedule the precise moment you<\/span><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4e059fdf-2651-4cbb-aed3-e063eac60e20\">r QUICK Contact email<\/span><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\"> notifications will send to your clients&#8217; inboxes. \u2728??<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">And here&#8217;s why it&#8217;s super cool: Meet Kelly, an instructor at Generation Fitness. She just discovered she&#8217;s got 3 new clients joining her Thursday evening spin class. What does she do? Kelly schedules a QUICK Contact email message to shoot out on Thursday morning. It&#8217;s a warm introduction, a virtual high-five, and a big welcome to the class. ?\u200d\u2640\ufe0f? Talk about making connections before the first spin! ?<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">Ready to schedule your QUICK Contact notifications? You can do this from any screen where you\u2019re able to QUICK Contact clients!<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">Want to dig deeper? Take a look at <\/span><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9273693-contacting-a-group-of-clients\" target=\"_blank\" rel=\"noopener\"><u><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">Contacting a group of clients<\/span><\/u><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd8ced09-1a63-406e-bbf7-e9204962da06\">.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3\">Refreshed appointment and asset information on the schedule<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 54.166666666666664%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/7ae35266cbd6431588bbd032f6ebd481?sid=4c189ad6-1901-4e38-9e74-4ec9b3cc408e\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>We&#8217;re excited to share that we&#8217;ve given a fresh new look to the appointment and asset slideout menu in the schedule! This redesign will make it easier to add forms to individual appointments, manage add-ons, and view the client&#8217;s subtotal owing. The best part? You&#8217;ll save clicks when you need to head into the store! ?<\/p>\n\n\n\n<p><span id=\"687e76ca-d2a3-432b-9c8b-51b11ed5afa2\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"687e76ca-d2a3-432b-9c8b-51b11ed5afa2\">Ready to try it out? Click on any appointment or asset reservation on the<\/span><strong data-renderer-mark=\"true\"><span id=\"687e76ca-d2a3-432b-9c8b-51b11ed5afa2\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"687e76ca-d2a3-432b-9c8b-51b11ed5afa2\"> Schedule<\/span><\/strong><span id=\"687e76ca-d2a3-432b-9c8b-51b11ed5afa2\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"687e76ca-d2a3-432b-9c8b-51b11ed5afa2\"> to get started!<\/span><\/p>\n\n\n\n<p>Prefer to read about it? Check out <a class=\"cc-tgpl01\" title=\"https:\/\/help.wellnessliving.com\/en\/appointments-on-the-schedule\/\" href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642862-appointments-on-the-schedule\" target=\"_blank\" rel=\"noopener\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Appointments on the schedule<\/u><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4\">Effortlessly link forms to specific visits from the schedule<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1268\" height=\"796\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/Add-forms-to-services.gif\" alt=\"An animation showing how to add a form to the appointment slideout on the schedule.\" class=\"wp-image-20259\"\/><\/figure>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">Picture a bustling gym where a dedicated personal trainer is committed to streamlining progress tracking for clients. In the past, adding forms for progress tracking involved either: a) automatic inclusion across all services of the same type, or b) manual addition from the client profile. Enter our latest update, which revolutionizes this process, giving staff newfound flexibility. This practical enhancement allows trainers to add progress forms to a client&#8217;s service booking as needed, marking a significant leap forward. ?<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">This update empowers staff members to effortlessly link forms to a client&#8217;s service booking at any time, regardless of when the booking was initially made. Staff with the appropriate permissions can now simply click the new <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">Add Forms<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\"> button in the <\/span><em><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">appointment slideout <\/span><\/strong><\/em><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">and the <\/span><em><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">class &amp; event attendance list<\/span><\/strong><\/em><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1a350360-f85c-49bd-96e5-49b737bbd40f\">, enabling them to link forms directly to the client&#8217;s service. Gone are the limitations \u2013 staff can now choose and add relevant forms seamlessly through these interfaces, allowing for flexible assignment and addition of forms on the go. ?<\/span><\/p>\n\n\n\n<p>You\u2019ve got to see it for yourself! Check it out by clicking on an appointment and then <strong>Add form<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5\">Preview completed appointment forms with ease<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1118\" height=\"768\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/Preview-completed-forms.gif\" alt=\"An animation showing how to preview a form on the appointment slideout on the schedule.\" class=\"wp-image-20257\"\/><\/figure>\n\n\n\n<p>Good news! Now, if there&#8217;s just one form linked to an appointment, you can preview the completed form on the appointment slideout. This enhancement makes it a breeze to keep tabs on your clients&#8217; form progress and stay in the loop with updates right from the schedule. ?<\/p>\n\n\n\n<p>You can start using this by clicking on an appointment or asset reservation on your <strong data-renderer-mark=\"true\">Schedule<\/strong> that has a single completed form!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6\">Hover and discover: Check form status at a glance<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-1024x577.png\" alt=\"A screenshot showing the new Forms section that appears when hovering your mouse over an appointment on the schedule.\" class=\"wp-image-20237\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-1024x577.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-300x169.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-768x433.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-920x518.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-600x338.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037-320x180.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/297bf0fe-50c8-4c76-87de-d3733ccec037.png 1152w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>We&#8217;ve added a friendly touch to our schedule! Now, when you hover over appointments, you can easily check out the associated forms and see their completion status. It&#8217;s all about making your experience smoother and more informative! ?<\/p>\n\n\n\n<p>The green dot ? will tell you that a form has been completed, and a red dot ? means the form still needs to be filled out. These dots will also appear anywhere in the system you can view a client\u2019s form completion status.<\/p>\n\n\n\n<p><span id=\"bf335bab-485e-45d5-ae88-2318fb3fa12c\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bf335bab-485e-45d5-ae88-2318fb3fa12c\">Once you\u2019ve assigned a form (or more than one) to an appointment, hover over it on your <\/span><strong data-renderer-mark=\"true\"><span id=\"bf335bab-485e-45d5-ae88-2318fb3fa12c\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bf335bab-485e-45d5-ae88-2318fb3fa12c\">Schedule<\/span><\/strong><span id=\"bf335bab-485e-45d5-ae88-2318fb3fa12c\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bf335bab-485e-45d5-ae88-2318fb3fa12c\"> to see the magic! \u2728<\/span><\/p>\n\n\n\n<p>Read more over at <a class=\"cc-tgpl01\" title=\"https:\/\/help.wellnessliving.com\/en\/appointments-on-the-schedule\/\" href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642862-appointments-on-the-schedule\" target=\"_blank\" rel=\"noopener\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Appointments on the schedule<\/u><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7\">Seamless form tracking: New Forms column in client attendance<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-1024x468.png\" alt=\"A screenshot highlighting the Forms column on a client's Upcoming Schedule page.\" class=\"wp-image-20239\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-1024x468.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-300x137.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-768x351.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-920x421.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-600x274.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a-320x146.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/89e64677-1eb5-4f96-9859-8c8aca7cd18a.png 1520w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>If you run a business that requires clients to fill out forms, you know how important it is to be able to easily review your clients&#8217; previous submissions. Whether you ask clients to fill out a standard form every time they visit or they periodically fill out a survey or fitness assessment form, this update makes it a breeze to review any service-specific forms assigned to your clients right from their profile.<\/p>\n\n\n\n<p>Now, on the <strong data-renderer-mark=\"true\">Attendance History<\/strong> and <strong data-renderer-mark=\"true\">Upcoming Schedule<\/strong> page in the client profile, you&#8217;ll find a brand-new Forms column. It lets you effortlessly view and edit service-specific forms linked to the client. Keeping track is a breeze with the handy status indicators, allowing you to monitor the form completion status. This upgrade makes it a cinch to check if clients have filled out forms before their visits and easily fix any missing info. ?<\/p>\n\n\n\n<p>To view the status of your clients&#8217; forms, head to the <strong data-renderer-mark=\"true\">Client Profile &gt; Attendance<\/strong> and select <strong data-renderer-mark=\"true\">Upcoming Schedule<\/strong> or <strong data-renderer-mark=\"true\">Attendance History<\/strong> to get started!<\/p>\n\n\n\n<p>Looking for details? Take a peek at <a class=\"cc-tgpl01\" title=\"https:\/\/help.wellnessliving.com\/en\/viewing-a-clients-attendance-history\/\" href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9824379-view-a-client-s-attendance-history\" target=\"_blank\" rel=\"noopener\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Viewing a client\u2019s attendance history<\/u><\/a>, <a class=\"cc-tgpl01\" title=\"https:\/\/help.wellnessliving.com\/en\/viewing-a-clients-upcoming-schedule\/\" href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10193222-browse-a-client-s-upcoming-schedule\" target=\"_blank\" rel=\"noopener\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Viewing a client\u2019s upcoming schedule<\/u><\/a>, and <a class=\"cc-tgpl01\" title=\"https:\/\/help.wellnessliving.com\/en\/viewing-and-completing-a-clients-assigned-forms\/\" href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9643154-manage-a-client-s-forms\" target=\"_blank\" rel=\"noopener\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Viewing, adding, and completing a client\u2019s forms<\/u><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8\">Easily settle multiple appointments in one transaction<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 54.166666666666664%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/b2fc163bdf894a9d84a632c728d5ce5c?sid=8b14a895-0dc5-46a9-b3e0-9a958b2e6495\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>Running an appointment-based business comes with its own set of challenges, and processing payments for clients with multiple appointments or asset bookings on the same day can be a cumbersome task.<\/p>\n\n\n\n<p>I<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cc5d82e5-3850-4235-b805-c257c85003bc\">magine Mara, a busy mom who has scheduled both a private yoga lesson for herself and a kids&#8217; beginner stretching class for her son at ZenFit Studio on a Monday. ? As it happens, she hasn&#8217;t settled the payments for either appointment. <\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cc5d82e5-3850-4235-b805-c257c85003bc\">With this update, your staff members can now streamline this process by effortlessly handling payments for multiple outstanding appointments or asset bookings for clients and their relationships that occur on the same day. This feature is a game-changer, not only saving time for both clients and staff but also enhancing the overall convenience of managing appointments and payments seamlessly. ? <\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"707c12e8-db22-4fe3-85cd-1d34d15663cd\">Want to see it for yourself? Head to <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"707c12e8-db22-4fe3-85cd-1d34d15663cd\">App Drawer &gt; Schedule<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"707c12e8-db22-4fe3-85cd-1d34d15663cd\"> to take a peek!<\/span><\/p>\n\n\n\n<p>For more information about this fabulous improvement, see <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642862-appointments-on-the-schedule\" target=\"_blank\" rel=\"noopener\"><u>Appointments on the schedule<\/u><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9\">Customize notifications per service and multiple service reminders&nbsp;<span class=\"wl-wysiwyg-badges-text-badge\">BETA<\/span><\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/71af8044a3094771a4379c30cb3cc9f2?sid=ecf2107e-c16e-4c2d-be84-cea79d148261\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>Imagine this: You run a spin studio with a lineup of diverse classes and awesome instructors. Not, picture being able to send your clients personalized confirmation messages when they book a class, complete with a friendly introduction to the instructor. But that&#8217;s not all &#8211; you also want the flexibility to send not just one, but two reminders. One a week before the class, and another 24 hours before the session begins. Now you can! ?<\/p>\n\n\n\n<p>Before, all notifications for your classes, appointments, and events looked the same, regardless of the service. But guess what? Now you can jazz things up by customizing your confirmations and reminders right from the setup page for each service. You can also choose to send multiple reminders, whether they are custom reminders or default reminders for all services.<\/p>\n\n\n\n<p>Making your life easier, one customized notification at a time! ?<\/p>\n\n\n\n<p><span style=\"color: #339966;\"><strong>NOTE:<\/strong><\/span> This feature is available in this release as a limited availability sneak peek. Please reach out to <a href=\"mailto:champions@wellnessliving.com\">champions@wellnessliving.com<\/a> to enable this on your account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10\">Create booking windows for clients<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 54.79166666666666%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/2903132ea3654f29947c2b917d6df71f?sid=938c0f7e-106f-4e0d-82e3-c2990133a35e\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"56661b37-6a41-4a6a-9e48-0005c10093ea\">No more getting up in the middle of the night to set your classes or events to be available for online booking! <\/span>When <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"2ae477bc-d669-443d-a9bf-1b1ae4b3a4c0\">managing your class or event schedules<\/span>, take advantage of our new publish\/unpublish settings. Easily schedule when your services become available or unavailable on the Client Web App and Achieve Client App<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e088f27b-d703-4a79-9f10-1b3b9b9196fb\">, <\/span>ensuring they&#8217;re bookable by clients precisely when you want. ?<\/p>\n\n\n\n<p>For example, FitLIFE Studio, <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9b3b8d7f-c354-444a-8a61-661ad7f51fb5\">which hosts quarterly workshops, can now set a publish date two weeks before the first session begins. They can also set an unpublish date for the day before their workshops start, preventing clients from being able to sign up for sessions after they\u2019ve already started.<\/span><\/p>\n\n\n\n<p>Ready to enhance your scheduling process? <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e3291f34-7f8b-49fa-9cf6-7335c82362fa\">Head to <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e3291f34-7f8b-49fa-9cf6-7335c82362fa\">App Drawer &gt; Setup &gt; Services<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e3291f34-7f8b-49fa-9cf6-7335c82362fa\"> or directly schedule a new class from <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e3291f34-7f8b-49fa-9cf6-7335c82362fa\">Schedule &gt; Add &gt; Schedule a class.<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e3291f34-7f8b-49fa-9cf6-7335c82362fa\"> \u2b50\ufe0f<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e1c5409e-c26d-40cc-8353-1c6e280fb070\">Check out <\/span><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9641801-scheduled-class-settings\" target=\"_blank\" rel=\"noopener\"><u><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e1c5409e-c26d-40cc-8353-1c6e280fb070\">Scheduled class settings<\/span><\/u><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e1c5409e-c26d-40cc-8353-1c6e280fb070\"> and <\/span><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9648754-scheduled-event-settings\" target=\"_blank\" rel=\"noopener\"><u><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e1c5409e-c26d-40cc-8353-1c6e280fb070\">Scheduled event settings<\/span><\/u><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e1c5409e-c26d-40cc-8353-1c6e280fb070\"> for more information!<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11\">Identify and engage with clients who have left reviews<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/3948ebd574b544cbbe6a533a82797a4e?sid=53b0ddc1-7e14-4c01-bf11-400b2cdcf732\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"5a41928a-e132-4232-91fe-368307123933\">Are you lookin<\/span>g to do more with all of those positive reviews? You want to be able to group all the clients who have left you 4 and 5 star reviews so you can thank them and even ask them to post their review elsewhere, like Google Reviews! ?<\/p>\n\n\n\n<p>We&#8217;ve just spruced up your Power Search capabilities with some fantastic additions. Now, you can sort your clients based on whether they&#8217;ve left a review at your business or not. ?\u2b50<\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"a97b6813-66c6-4236-a80b-9d7406448cb9\">But wait, there&#8217;s more! You can get specific about those star ratings\u2014filter and group clients based on the number of stars they&#8217;ve generously sprinkled on your reviews. ?\u2728 Plus, we&#8217;ve thrown in some extra filtering magic so you can nail down exactly when those reviews were left or not left. \u23f0<\/span><\/p>\n\n\n\n<p>Check this out by heading to your favorite Clients report and creating a Power Search!<\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3ee601a8-5d2c-48db-981a-b7edb5e2ca5f\">For all things Power Search (including this awesome update), head over to <\/span><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9845018-power-search\" target=\"_blank\" rel=\"noopener\"><u><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3ee601a8-5d2c-48db-981a-b7edb5e2ca5f\">Power Search<\/span><\/u><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3ee601a8-5d2c-48db-981a-b7edb5e2ca5f\">.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12\">Feature your best client reviews<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 54.166666666666664%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/3c8937c17fa141a3afb8c219159daa5f?sid=7f3f93d0-7f14-48bd-9345-075eb11fbd55\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>We&#8217;ve given your <strong>Client Reviews<\/strong> page a fresh new look, providing you with a clearer view of the reviews clients have shared about your business. Managing reviews is now easier than ever! ?<\/p>\n\n\n\n<p>What&#8217;s more, we&#8217;ve added a fantastic feature \u2013 the ability to pin ? a featured review. This special review will take the spotlight at the top of your list on your <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"2c933935-86a0-4695-8248-e999dcd680ab\">WellnessLiving Explorer listing.<\/span> These upgrades ensure that you always make the best first impression for new and potential clients. Cheers to a more streamlined and impressive review experience!<\/p>\n\n\n\n<p>Ready to check it out? Head to the <strong>App Drawer &gt; Reviews<\/strong>. ?<\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\">For a step-by-step guide, check out <\/span><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/11056648-manage-client-reviews\" target=\"_blank\" rel=\"noopener\"><u><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\">Managing client reviews<\/span><\/u><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\">.&nbsp;<\/span><\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\">Not familiar with the WellnessLiving Explorer? Learn how to set up your free directory listing today over at <a class=\"cc-tgpl01\" title=\"https:\/\/help.wellnessliving.com\/en\/wellnessliving-explorer-listing\/\" href=\"https:\/\/help.wellnessliving.com\/en\/wellnessliving-explorer-listing\/\" target=\"_blank\" rel=\"noopener\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\"><span id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\">WellnessLiving Explorer listing<\/span><\/u><\/a><span id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d089f282-3539-4d3a-a55a-4cfb32c62208\">!<\/span><\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13\">Tailor staff role access to specific reports for maximum control<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/761467614c724bd8bb7aa0c0063b5415?sid=d6aac51f-d78d-4204-94ab-fe5e5e464d74\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>Your manager may be a whiz at inventory management, but that doesn\u2019t mean they need to see all of your financial information. No worries! You can lock that down tight, keeping data safe and sound. ?\u2728<\/p>\n\n\n\n<p>In the past, you could only play the permission game by restricting staff access to entire report categories, <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"66396368-6a33-40ba-a62b-174980b04f84\">like all Sales reports<\/span>. ? We&#8217;ve made your staff permissions for reports more flexible! ? Now, you can fine-tune those permissions by handpicking specific reports for each staff role.<\/p>\n\n\n\n<p>Head to the <strong>App Drawer &gt; Setup &gt; Staff &gt; Staff Roles<\/strong> to choose which specific reports staff can access.<\/p>\n\n\n\n<p>If you want further information, our <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9649091-staff-role-permissions\" target=\"_blank\" rel=\"noopener\"><u>Staff role permissions<\/u><\/a> article is the place to be!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"14\">Follow up with clients after they attend an asset booking at your studio<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/641a60acd60649e3be54cfc1bd285985?sid=0fb802b3-9d44-4d27-9ea1-c2b9d5f2d09f\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>Picture this: Pointe Ballet Studio has smaller studio rooms available for booking as assets. Clients snatch them up for private practice sessions or to nail those audition recordings. Pointe Ballet wants to automatically contact clients after they attend their asset booking to send a feedback survey and say thank you.<\/p>\n\n\n\n<p>Now you can trigger Visit Campaigns right from the Automated Marketing page when your clients attend an asset reservation. Pointe Ballet Studio has set up a Visit Campaign to go out automatically after clients use the studio space. ?\u2728<\/p>\n\n\n\n<p>Hold onto your dance shoes because this is a game-changer!<\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b3242495-0476-4d73-9024-8cfe4f43afdb\">To learn more, take a look at <\/span><a href=\"https:\/\/help.wellnessliving.com\/\" target=\"_blank\" rel=\"noopener\"><u><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b3242495-0476-4d73-9024-8cfe4f43afdb\">Creating or modifying a visit campaign<\/span><\/u><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b3242495-0476-4d73-9024-8cfe4f43afdb\">.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15\">Brand new Book-a-Spot asset widget<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1052\" height=\"738\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/Book-a-Spot-Widget.gif\" alt=\"An animation of the Book-a-Spot Widget setup screen.\" class=\"wp-image-20245\"\/><\/figure>\n\n\n\n<p>We&#8217;ve just unveiled a brand-new widget for Book-a-Spot assets. ? This nifty addition is here to sprinkle some magic on your business&#8217;s website or Facebook page.<\/p>\n\n\n\n<p>This makes life a breeze for your clients to book assets directly through your existing website. No fuss, no hassle\u2014just pure convenience at your fingertips! ?\u2728<\/p>\n\n\n\n<p>You can find the new Book-a-Spot asset widget by heading to the <strong>App Drawer &gt; Setup &gt; Website Widgets &gt; Book-a-Spot.<\/strong><\/p>\n\n\n\n<p>Go ahead, let the bookings roll in effortlessly! ??<\/p>\n\n\n\n<p>Don\u2019t know how to embed a widget into your <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9273476-embedding-a-widget-or-widget-button-into-your-website\" target=\"_blank\" rel=\"noopener\"><u>website<\/u><\/a> or <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9273476-embed-a-widget\" target=\"_blank\" rel=\"noopener\"><u>Facebook<\/u><\/a> page? Click on the links to head to our Knowledge Base!<\/p>\n\n\n\n<p>Check out our brand new, shiny <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9415962-book-a-spot-widget\" target=\"_blank\" rel=\"noopener\"><u>Book-a-Spot Widget<\/u><\/a> article for further details!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16\">Make client class bookings default to recurring with no end date<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1612\" height=\"642\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/Recurring-Classes-with-no-End-Date.gif\" alt=\"An animation of the &quot;Class bookings default to recurring with no end date&quot; toggle being slid to the ON position.\" class=\"wp-image-20246\"\/><\/figure>\n\n\n\n<p>We&#8217;ve got a fresh update in the Business Policies that&#8217;s going to make your life a whole lot easier for clients who book recurring classes!<\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"60639289-dcd5-4418-bb4b-c208cb2d9cdb\">Think of a pilates studio that offers an extremely popular class with an in-demand instructor. Space is limited and the class is always full. Those clients want to book the same class indefinitely to make sure they reserve their spot! <\/span><\/p>\n\n\n\n<p>Introducing the new sub-toggle under <strong>Business Policies &gt; Booking &gt; Allow clients to make recurring bookings<\/strong>. It&#8217;s called <strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"ffd78213-91f6-4223-b009-b15d8c650ea1\">Class bookings default to recurring with no end date<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"ffd78213-91f6-4223-b009-b15d8c650ea1\">. <\/span><\/p>\n\n\n\n<p>When you flip the switch and enable this setting, your business&#8217;s default for class bookings becomes &#8220;recurring with no end date.&#8221; ? Clients can book these recurring classes if they have an auto-renew Purchase Option, assuming payment is required for booking!<\/p>\n\n\n\n<p>This update is your answer for seamless bookings in ongoing classes. No more confusion, just smooth sailing for you and your clie<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"dd65c998-669e-4806-8c1a-e7d9defbfb14\">nts! ??<\/span><\/p>\n\n\n\n<p>You can find all the nitty-gritty details over at <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642413-business-policy-settings\" target=\"_blank\" rel=\"noopener\"><u>Business policy settings<\/u><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17\">Exempt clients from being sent to Collections in bulk<\/h3>\n\n\n\n<div style=\"position: relative; padding-bottom: 54.166666666666664%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/e4fb4fccd9e24d7e9acf0277cbf23be4?sid=33020208-f932-4416-962b-98da04eb0693\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n\n\n\n<p>Staff members can now conveniently exempt clients from Collections or send them to Collections in bulk. These improvements give you the power to fine-tune how Collections works for your business, making sure that only clients who should be sent to collections are, well, sent. It&#8217;s all about tailored control for a smoother business process! ?<\/p>\n\n\n\n<p><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"5ea783be-2410-43b3-98ae-5db60912b77b\">Already subscribed to Collections? Head to the <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"5ea783be-2410-43b3-98ae-5db60912b77b\">App Drawer &gt; Reports &gt; Clients &gt; Balance Due<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"5ea783be-2410-43b3-98ae-5db60912b77b\"> to get started.<\/span><\/p>\n\n\n\n<p>Curious about how to get started with Collections? Check out <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10347017-enable-collections\" target=\"_blank\" rel=\"noopener\"><u>Enabling Collections<\/u><\/a>.&nbsp;If you\u2019re already subscribed and are ready to start exempting clients in bulk, check out <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10291656-manage-clients-in-collections\" target=\"_blank\" rel=\"noopener\"><u>Reviewing your clients in Collections<\/u><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18\">View Elevate Staff App in landscape mode<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1014\" height=\"736\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3.png\" alt=\"A screenshot showing the schedule on the Elevate Staff App in landscape mode.\" class=\"wp-image-20247\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3.png 1014w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3-300x218.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3-768x557.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3-920x668.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3-600x436.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/67a87f8c-5335-4de5-85a5-08399ba8b3b3-320x232.png 320w\" sizes=\"auto, (max-width: 1014px) 100vw, 1014px\" \/><\/figure><\/div>\n\n\n<p><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">Now, your staff members can enjoy the Elevate Staff App in all its glory on tablet devices (think iPad) and mobile devices (hello, iPhone) in landscape mode. ??<\/span><\/p>\n\n\n\n<p><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">So, whether you&#8217;re swiping through tasks on your tablet or rocking it on your phone, the Elevate Staff App has got you covered with a widescreen view.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"19\">Minor Improvements<\/h2>\n\n\n\n<p>Check out some minor improvements we&#8217;ve made to our top features. These tweaks are all about making your work day easier and smoothing out your workflow!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"20\">Achieve Client App<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"307a6c5f-5a64-4656-b80b-28b4273c5e88\">Show c<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"ebe4f5d9-7a09-4d40-b7bf-bbbab85b0464\">ustom sign up field titles<\/span> on White Label <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f4ab7bb5-016a-4d3d-a7e9-1bace61ba841\">Achieve:<\/span><\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"307a6c5f-5a64-4656-b80b-28b4273c5e88\"> We tackled a little hiccup where the Achieve Client App&#8217;s sign-up form was showing default field titles, even when custom titles were configured.<\/span><\/li>\n\n\n\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e367bc52-5572-4b0c-8f86-7ef828d780a2\">Clients only have to check in once:<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e367bc52-5572-4b0c-8f86-7ef828d780a2\"> We squashed a bug that was telling clients marked as Checked-In on the Client Web App to check in again on the Achieve Client App.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"21\">Alert Center<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Keep track of your SMS limit<\/strong>: You\u2019ll get an alert when you hit your monthly SMS limit.<br><figure><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"606\" class=\"alignnone wp-image-20284 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ea9cac6c-38ef-44f0-a171-0731a283fd0b.png\" alt=\"A screenshot of the new alert that shows when a business has used 80% and 100% of their sms messages.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ea9cac6c-38ef-44f0-a171-0731a283fd0b.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ea9cac6c-38ef-44f0-a171-0731a283fd0b-297x300.png 297w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ea9cac6c-38ef-44f0-a171-0731a283fd0b-320x323.png 320w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure><br><\/li>\n\n\n\n<li><strong>Manage alerts<\/strong>: You now have the po<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af537434-5145-4ee4-b171-0a992ccf99aa\">wer to decide which staff members get to see alerts through the new staff role permission <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af537434-5145-4ee4-b171-0a992ccf99aa\">Receive in-app alerts<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af537434-5145-4ee4-b171-0a992ccf99aa\">. Access this new staff role permission by clicking on the <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af537434-5145-4ee4-b171-0a992ccf99aa\">App Drawer &gt; Setup &gt; Staff &gt; Staff Roles<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af537434-5145-4ee4-b171-0a992ccf99aa\">.<\/span><br><figure><img loading=\"lazy\" decoding=\"async\" width=\"1001\" height=\"458\" class=\"alignnone wp-image-20285 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618.png\" alt=\"A screenshot of the Receive in-app alerts setting.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618.png 1001w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618-300x137.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618-768x351.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618-920x421.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618-600x275.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/8e220b89-5cf1-46a5-9680-400beffba618-320x146.png 320w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/figure><br><\/li>\n\n\n\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4516c1b9-93ed-4c2f-92f3-3cefdbd5d2ec\">Clients who no show aren\u2019t notified of cancellation:<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4516c1b9-93ed-4c2f-92f3-3cefdbd5d2ec\"> We put a stop to those pesky cancellation alerts that were mistakenly going out when a client&#8217;s attendance status for a service changed to <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4516c1b9-93ed-4c2f-92f3-3cefdbd5d2ec\">No-Show<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4516c1b9-93ed-4c2f-92f3-3cefdbd5d2ec\">.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"22\">Appointments<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"ee085694-b37c-4bf6-b1ca-c875bbcf6f6c\">Clearer pricing display for clients:<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"ee085694-b37c-4bf6-b1ca-c875bbcf6f6c\"> We sorted out a little quirk where clients were seeing a drop-in rate of $0 on the Client Web App when booking appointments with undisclosed service prices.<\/span><\/li>\n\n\n\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"7d2831a2-7fee-4218-b9d4-97934d71ad2f\">Override age restrictions:<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"7d2831a2-7fee-4218-b9d4-97934d71ad2f\"> Quick fix alert for the Elevate Staff App: We&#8217;ve tackled an issue that was playing gatekeeper a bit too strictly. Now, staff members can book services for clients even if they don&#8217;t meet the age restrictions.<\/span><\/li>\n\n\n\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\">New tags in QUICK Search:<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\"> We added <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\">Tennis<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\">,<\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\"> Wellness<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\">,<\/span> <span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\">and<\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\"> Meditation <\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"58c94cad-58c3-41d8-8b7d-665a93e3d261\">as options to the QUICK search tags for a service. &nbsp;<\/span><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"2dfbea56-7253-47c0-9712-08aa1fa624a9\">&nbsp;<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"23\">Automated Marketing<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">New Design for Automated Marketing: <\/strong>Automated marketing received a makeover!<br><\/li>\n<\/ul>\n\n\n\n<div class=\"rich-media-item mediaSingleView-content-wrap image-center cc-hn8bie\" data-layout=\"center\" data-width=\"760\" data-width-type=\"pixel\" data-node-type=\"mediaSingle\">\n<div class=\"cc-1a8maog\">\n<div data-context-id=\"226066455\" data-type=\"file\" data-node-type=\"media\" data-width=\"1584\" data-height=\"580\" data-id=\"d0d9c652-34fe-44ca-a4b7-4332db158e29\" data-collection=\"contentId-226066455\" data-file-name=\"file\" data-file-size=\"1\" data-file-mime-type=\"\" data-alt=\"\">\n<div id=\"newFileExperienceWrapper\" class=\"new-file-experience-wrapper cc-iyqwlx\" data-testid=\"media-card-view\">\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-20251 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/Automated-Marketing-1.gif\" alt=\"An animation of the newly redesigned automated marketing page.\" width=\"1584\" height=\"580\" \/><\/figure>\n<div class=\"media-file-card-view cc-1yn77bd\" data-testid=\"media-file-card-view\" data-test-status=\"complete\" data-test-media-name=\"Automated Marketing.gif\" data-test-progress=\"1\">\u00a0<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span id=\"80f2ce3c-aab6-439c-a90a-25fb8e171b0f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"80f2ce3c-aab6-439c-a90a-25fb8e171b0f\">New variables for Lead Capture campaign:<\/span><\/strong><span id=\"80f2ce3c-aab6-439c-a90a-25fb8e171b0f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"80f2ce3c-aab6-439c-a90a-25fb8e171b0f\"> We&#8217;ve spruced up the Lead Capture campaign template! Now, it includes handy<span id=\"80f2ce3c-aab6-439c-a90a-25fb8e171b0f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"80f2ce3c-aab6-439c-a90a-25fb8e171b0f\"><strong> [Username]<\/strong> and <strong>[PasswordMessage]<\/strong> email variables. Prospective clients can breeze through setting up their account credentials. Easy peasy!<\/span><\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"24\">Belts<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage Belt promotion and sta<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"df975771-38f2-40d1-9e97-43846c535d77\">tus in the Clie<\/span>nt Web App<\/strong>: You can now choose whether to show clients the Belts promotion criteria and status in the Client Web App with two new toggles in Belt settings. Access the two new settings by heading to the <strong>App Drawer &gt; Setup &gt; Belts &gt; Settings<\/strong>.\n<ul class=\"wp-block-list\">\n<li><strong>Display promotion criteria in the Client Web App <\/strong><\/li>\n\n\n\n<li><strong>Display promotion status in the Client Web App<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>We&#8217;re giving you the control to avoid any situations where clients might meet the criteria for promotion, but your staff thinks they\u2019re not ready.<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20286 size-large\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-1024x322.png\" alt=\"A screenshot of the new belt settings for displaying promotion criteria.\" width=\"1024\" height=\"322\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-1024x322.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-300x94.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-768x242.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-920x289.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-600x189.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae-320x101.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3aa7d250-d3f5-4dd0-bfe5-4699bd4193ae.png 1520w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"25\">Business Settings<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong>Manage autopayment reattempts:<\/strong> Within <strong>Business Policies &gt; Automatic payments<\/strong>, when the <strong>Do not reattempt autopayment for the following decline reasons <\/strong>option is set to <strong>ON<\/strong>, you can specify types of decline reasons that won&#8217;t be automatically reattempted. All other failed decline reasons will be reattempted.<\/li>\n\n\n\n<li><strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">Publish tab removed for single location businesses<\/span><\/strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">: If you are a single location business, all content previously found under the <strong>Publish<\/strong> tab within <\/span><strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">Setup &gt; Locations<\/span><\/strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\"> can now be managed under <\/span><strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">App Drawer &gt; Promote<\/span><\/strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\"> instead. <\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Redesigned Business URLs page:<\/strong> The <strong data-renderer-mark=\"true\">Business URLs<\/strong> page got a makeover!<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"26\">Business Section<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9b830989-f219-409f-b6b5-d2d839455854\">Join the wait list unpaid with saved ACH information:<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9b830989-f219-409f-b6b5-d2d839455854\"> We updated the <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9b830989-f219-409f-b6b5-d2d839455854\">Allow clients to join the wait list unpaid<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9b830989-f219-409f-b6b5-d2d839455854\"> business policy setting to allow clients with saved ACH information to join a wait list without having to add a credit card to their profile.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"27\">Classes &amp; Events<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Adding class and event sessions:<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> The scheduling of new instances of classes and events has received a fresh design!<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"2464009d-a068-4e89-aa07-b5d116e1179d\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"2464009d-a068-4e89-aa07-b5d116e1179d\">Increased visibility of client type discounts:<\/span><\/strong><span id=\"2464009d-a068-4e89-aa07-b5d116e1179d\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"2464009d-a068-4e89-aa07-b5d116e1179d\"> We updated the booking flow for all service types in the Client Web App and in widgets so that clients with a client type discount now see the discount applied when selecting a Purchase Option and when viewing the cart during checkout.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Events as part of a package:<\/strong> Event sessions can be deactivated while part of a package.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Fixed behavior for event filtering:<\/strong> Staff members will no longer be redirected to the <strong data-renderer-mark=\"true\">Classes<\/strong> page after clicking the <strong data-renderer-mark=\"true\">Clear All<\/strong> button for filters on the <strong data-renderer-mark=\"true\">Events<\/strong> page.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Improved event booking on widget and Client Web App:<\/strong> The way events are displayed on the Event Widget and Client Web App have been updated so that when Purchase Options are the only form of payment available, the session price won\u2019t be displayed to a client booking the event.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Easier filtering:<\/strong> There are new filters for events in the Client Web App and Event Widget to allow your clients to filter lists of events by the day of the week or time of day that they occur.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"28\">Clients<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">New Enterprise setting:<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> We added a <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Client Profile Sharing <\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">setting that gives Enterprise business owners the ability to see whether clients have profiles in the business\u2019s enterprise locations. When the <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">When adding a client that already has an existing profile in the franchise, their relationships can be shared with the new location if they are all using the same email <\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">option is set to <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">ON<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">, staff members can select the same client profile when creating their account at a different enterprise location.<\/span>\n<ul class=\"wp-block-list\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span style=\"color: #339966;\">NOTE<\/span>: <\/span><\/strong><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">To enable this feature, you must contact <\/span><a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9490945-how-to-contact-wellnessliving-support-faq\" target=\"_blank\" rel=\"noopener\">WellnessLiving Support<\/a><span class=\"fabric-text-color-mark\" data-text-custom-color=\"#000000\">.<\/span><br><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"29\">Client Profile<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">QUICK Contacting clients from their profile:<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> A new <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">QUICK Contact<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> button has been added to client profile <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Overview <\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">pages so that you can easily contact your clients by email, SMS message, or push notification. <\/span>This change is only visible if your client has their phone number and email address saved in their client profile. <span id=\"7e932093-fa01-4537-9ddc-18f5ad525fc1\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"7e932093-fa01-4537-9ddc-18f5ad525fc1\">Additionally, you can still click the client&#8217;s email address or phone number listed on their profile to copy it to your clipboard.<br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"707\" class=\"alignnone wp-image-20287 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6.png\" alt=\"A screenshot of the QUICK Contact option on clients' profiles.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6.png 1000w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6-300x212.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6-768x543.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6-920x650.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6-600x424.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6-320x226.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/3f56be66-e9e7-46da-89bc-84f5777e16e6-110x77.png 110w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><br><\/span><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">View client\u2019s notification settings at a glance:<\/strong> Look out for the new badge in the <strong data-renderer-mark=\"true\">Notifications<\/strong> tab on the side menu of the client profile to indicate whether the client has opted out of all notifications.<br><img loading=\"lazy\" decoding=\"async\" width=\"572\" height=\"429\" class=\"alignnone wp-image-20288 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/1346e2fa-4d75-43cf-962f-a6444e9423b7.png\" alt=\"A screenshot of the new badge that shows when a client has opted out of all notifications.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/1346e2fa-4d75-43cf-962f-a6444e9423b7.png 572w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/1346e2fa-4d75-43cf-962f-a6444e9423b7-300x225.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/1346e2fa-4d75-43cf-962f-a6444e9423b7-320x240.png 320w\" sizes=\"auto, (max-width: 572px) 100vw, 572px\" \/><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Control surcharge refunds:<\/strong> When refunding an item on <strong data-renderer-mark=\"true\">Client Profile &gt; Account &gt; Transactions,<\/strong> that has a surcharge, you&#8217;ll find <strong data-renderer-mark=\"true\">Surcharge<\/strong> and <strong data-renderer-mark=\"true\">Refund Surcharge<\/strong> columns in both steps of the refund flow. We\u2019re introducing this so you have more control over if surcharges are refunded to clients.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Redesigned Transaction Details page:<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> The <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Transaction details <\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">has been redesigned to provide a more complete, easier-to-scan overview of information related to each client transaction from the Staff Back Office.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"4f63b4d0-280e-4210-b21e-b907d56d4add\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4f63b4d0-280e-4210-b21e-b907d56d4add\">Only save payment details once:<\/span><\/strong><span id=\"4f63b4d0-280e-4210-b21e-b907d56d4add\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"4f63b4d0-280e-4210-b21e-b907d56d4add\"> We fixed an issue that was causing a client&#8217;s credit card or ACH information to be saved to their profile multiple times. <\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\">Always see the default payment method toggle:<\/span><\/strong><span id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\"> We updated the behavior of the<\/span><strong data-renderer-mark=\"true\"><span id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\"> Default payment method<\/span><\/strong><span id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\"> toggle on the <\/span><strong data-renderer-mark=\"true\"><span id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\">Billing &amp; Account Balance<\/span><\/strong><span id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"f5fcaf61-9b7f-427b-9b6e-1d638c28355e\"> page so that it remains visible at all times even when there is only one credit card or ACH account saved in the client\u2019s profile.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"de0a03db-cb67-44b6-a751-b804ea37242f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"de0a03db-cb67-44b6-a751-b804ea37242f\"><span id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\"><span id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\">Quickly see Purchase Options on hold:<\/span><\/span><\/span><\/strong><span id=\"de0a03db-cb67-44b6-a751-b804ea37242f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"de0a03db-cb67-44b6-a751-b804ea37242f\"><span id=\"de0a03db-cb67-44b6-a751-b804ea37242f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"de0a03db-cb67-44b6-a751-b804ea37242f\"><span id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\"> We updated the<\/span><\/span><\/span><strong data-renderer-mark=\"true\"><span id=\"de0a03db-cb67-44b6-a751-b804ea37242f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"de0a03db-cb67-44b6-a751-b804ea37242f\"><span id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\"><span id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\"> Overview<\/span><\/span><\/span><\/strong><span id=\"de0a03db-cb67-44b6-a751-b804ea37242f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"de0a03db-cb67-44b6-a751-b804ea37242f\"><span id=\"de0a03db-cb67-44b6-a751-b804ea37242f\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"de0a03db-cb67-44b6-a751-b804ea37242f\"><span id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9a0ee41e-c98e-40a1-8b63-e7ee2b9b6320\"> page of client profiles on the Staff Back Office and the Client Web App so that if a client\u2019s Purchase Option is on hold, the name of that Purchase Option will be displayed in the client info section.<br><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"453\" class=\"alignnone wp-image-20289 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/de0b409c-a286-4ac5-ada0-a1e95bafb180.png\" alt=\"A screenshot of a client's profile who has a Purchase Option on hold.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/de0b409c-a286-4ac5-ada0-a1e95bafb180.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/de0b409c-a286-4ac5-ada0-a1e95bafb180-300x227.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/de0b409c-a286-4ac5-ada0-a1e95bafb180-320x242.png 320w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><br><\/span><\/span><\/span><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\">View start and end dates for Purchase Option holds: <\/span><\/strong><span id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\">We updated the <\/span><strong data-renderer-mark=\"true\"><span id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\">ACTIVE PURCHASE OPTIONS<\/span><\/strong><span id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\"> section of the client profile <\/span><strong data-renderer-mark=\"true\"><span id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\">Overview<\/span><\/strong><span id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"9e609c2c-a8dd-432f-9f6b-d6b834705ef0\"> page so that if any of the Purchase Options are on hold, the start date and end date for the hold are displayed.<br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"484\" class=\"alignnone wp-image-20290 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a.png\" alt=\"A screenshot of the active Purchase Options on the client profile showing a Purchase Option on hold.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a.png 1000w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a-300x145.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a-768x372.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a-920x445.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a-600x290.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2d110cb7-7d02-4dde-af5d-e33f6e39533a-320x155.png 320w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><br><\/span><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"b9ac5932-c5fd-4ecc-a76b-90e18d4d585d\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b9ac5932-c5fd-4ecc-a76b-90e18d4d585d\">Improved experience for adding relationships:<\/span><\/strong><span id=\"b9ac5932-c5fd-4ecc-a76b-90e18d4d585d\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b9ac5932-c5fd-4ecc-a76b-90e18d4d585d\"> We updated the design in the client profile so that staff members have a better user experience when adding a relationship to a client&#8217;s profile.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"><span id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\">Display a button if only one service is enabled:<\/span><\/span><\/strong><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"> We updated the client profile<\/span><\/span><strong data-renderer-mark=\"true\"><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"><span id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\"> Overview<\/span><\/span><\/strong><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"> page so that when only one service is enabled for the business, the <\/span><\/span><strong data-renderer-mark=\"true\"><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"><span id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bef81bc8-fa8d-4554-a4d0-e5681746a202\">Book<\/span><\/span><\/strong><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"><span id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"163a11dd-d463-4732-8c6a-7dbf294ed1a6\"> button dropdown is changed to a singular button so that you can easily book the service.<\/span><\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"121fe995-110d-4423-896f-f2eeefd27fa8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"121fe995-110d-4423-896f-f2eeefd27fa8\">Improved loading times for note-worthy clients: <\/span><\/strong><span id=\"121fe995-110d-4423-896f-f2eeefd27fa8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"121fe995-110d-4423-896f-f2eeefd27fa8\">We improved the loading time of the upcoming schedule and attendance history for clients with many SOAP or QUICK notes.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Improved payment plans and automatic payments:<\/strong> The behavior of payment plans and automatic payments has been updated to charge the default payment method on the client\u2019s profile instead of the method used to originally make the purchase. This way, when a payment method expires or is removed from a client\u2019s profile, payments won\u2019t be interrupted.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"30\">Client Web App<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">New designs for fillable documents:<\/span><\/strong><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\"> The <\/span><strong data-renderer-mark=\"true\"><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">Forms<\/span><\/strong><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">, <\/span><strong data-renderer-mark=\"true\"><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">Contracts<\/span><\/strong><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">, and <\/span><strong data-renderer-mark=\"true\"><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">Waivers <\/span><\/strong><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">pages within the <\/span><strong data-renderer-mark=\"true\"><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\">My Profile<\/span><\/strong><span id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"af182a62-2478-4bd7-97e4-e31c639af6e8\"> tab all have new designs in the Client Web App. <\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"dd311887-33ad-4484-82d1-5a282dd896e3\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"dd311887-33ad-4484-82d1-5a282dd896e3\">Promote your White Label Achieve App: <\/span><\/strong><span id=\"dd311887-33ad-4484-82d1-5a282dd896e3\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"dd311887-33ad-4484-82d1-5a282dd896e3\">We updated the Client Web App to display download links for your White Label Achieve Client App. Now, when your business has a White Label Achieve Client App on the App Store or Google Play, links will be automatically displayed in the Client Web App that direct clients to download and install your app. <\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"81be9beb-533e-443d-a0ad-b68ccfd21fda\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"81be9beb-533e-443d-a0ad-b68ccfd21fda\">Send clients to the correct page after booking a service:<\/span><\/strong><span id=\"81be9beb-533e-443d-a0ad-b68ccfd21fda\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"81be9beb-533e-443d-a0ad-b68ccfd21fda\"> We fixed an issue that sent clients trying to book a service on the Client Web App to their client profile instead of returning them to their booking if they signed in or signed up using Google or Facebook. <\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"31\">Collections<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\">New status on the Balance Due Report:<\/span><\/strong><span id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\"> Introducing a brand-new status: <\/span><strong data-renderer-mark=\"true\"><span id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\">Long Overdue<\/span><\/strong><span id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b6850a6c-587c-40bd-8aa6-779889dbd408\"> on the Balance Due Report for clients who are 90 days or more overdue when the Collections feature is enabled.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"32\">Dashboard<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Using Key Metrics on the dashboard:<\/strong> The <strong data-renderer-mark=\"true\">Key Metrics<\/strong> area of your dashboard will automatically apply the selected date filter when opening a report from that area.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"33\">Direct Mail<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span id=\"e4f9d4b9-b6f7-4f79-911a-0d7e8ba0153c\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e4f9d4b9-b6f7-4f79-911a-0d7e8ba0153c\">Only pay when your Direct Mail postcards meet requirements:<\/span><\/strong><span id=\"e4f9d4b9-b6f7-4f79-911a-0d7e8ba0153c\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"e4f9d4b9-b6f7-4f79-911a-0d7e8ba0153c\"> Previously, when creating and sending a direct mail campaign that didn\u2019t adhere to certain requirements, the campaign would complete and the business would be charged, but the postcards would fail to send. To ensure that your business never experiences unexpected charges, we updated the requirements for your direct mail campaigns.&nbsp;<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"34\">Elevate Staff App<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Split staff commissions on Elevate:<\/strong> Now you can easily split up commissions among your staff right at checkout.<br><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"835\" class=\"alignnone wp-image-20291 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/d82f643b-47fe-43aa-aae2-6014cbd99f3b.png\" alt=\"A screenshot of the split commission option on the Elevate Staff App. \" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/d82f643b-47fe-43aa-aae2-6014cbd99f3b.png 400w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/d82f643b-47fe-43aa-aae2-6014cbd99f3b-144x300.png 144w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/d82f643b-47fe-43aa-aae2-6014cbd99f3b-320x668.png 320w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Transfer and share Purchase Options:<\/strong> Staff can now easily transfer or share Purchase Options between clients right through the cart on the Elevate Staff App&#8217;s online store, making client connections even more convenient!<br><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"846\" class=\"alignnone wp-image-20292 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/6847f1e9-d726-4486-b474-0230245bee3d.png\" alt=\"A screenshot of share or transfer Purchase Option options on the Elevate Staff App. \" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/6847f1e9-d726-4486-b474-0230245bee3d.png 400w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/6847f1e9-d726-4486-b474-0230245bee3d-142x300.png 142w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/6847f1e9-d726-4486-b474-0230245bee3d-320x677.png 320w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Sign in to locations as an Enterprise HQ:<\/strong> Our Enterprise Headquarters rockstars can effortlessly hop into each of their Enterprise Locations using the Elevate Staff App. Teamwork made even more seamless!<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Get back to the current day and see the current time:<\/strong> We added a <strong data-renderer-mark=\"true\">Today <\/strong>button and current time indicator on the schedule so that staff members have an easier time navigating the schedule on the Elevate Staff App.<br><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"858\" class=\"alignnone wp-image-20293 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0b50345b-3da3-4efb-9b76-e770d4e02b89.png\" alt=\"A screenshot of Today button on the schedule in the Elevate Staff App. \" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0b50345b-3da3-4efb-9b76-e770d4e02b89.png 400w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0b50345b-3da3-4efb-9b76-e770d4e02b89-140x300.png 140w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0b50345b-3da3-4efb-9b76-e770d4e02b89-320x686.png 320w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">View a summary of add-ons and services:<\/strong> Now, when you&#8217;re checking out on the Elevate Staff App, the Summary section is your go-to spot for spotting any unpaid add-ons or services.<br><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"834\" class=\"alignnone wp-image-20294 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/9941d8bb-b066-4d1b-b39b-bc3de66c2d04-1.png\" alt=\"A screenshot of the subtotal dropdown on the Elevate Staff App. \" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/9941d8bb-b066-4d1b-b39b-bc3de66c2d04-1.png 400w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/9941d8bb-b066-4d1b-b39b-bc3de66c2d04-1-144x300.png 144w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/9941d8bb-b066-4d1b-b39b-bc3de66c2d04-1-320x667.png 320w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Simplified flow to add available or unavailable time:<\/strong> When adding available or unavailable time for staff members, all the steps are on one screen. Gone are the days of having to tap through multiple screens to make these changes!<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Reorganized Account section:<\/strong> We&#8217;ve given the Account section in the client profile on the Elevate Staff App a fresh new look. Now, it&#8217;s divided into three tabs: <strong data-renderer-mark=\"true\">Passes and Memberships<\/strong>, <strong data-renderer-mark=\"true\">Purchases<\/strong>, and <strong data-renderer-mark=\"true\">Account Balance<\/strong>.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Improved schedule load time:<\/strong> The schedule will now load faster in the Elevate Staff App.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Updated gift card behavior:<\/strong> The gift card behavior has been updated so that when a staff member makes a sale using a gift card on the Elevate Staff App, the remaining balance stays on the gift card to be used at a future date.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Easier filtering:<\/strong> When you&#8217;re filtering for 10 or more options, there will be a search bar so that you can easily find what you\u2019re looking for.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">New designs for fillable documents:<\/strong> The <strong data-renderer-mark=\"true\">Forms<\/strong>, <strong data-renderer-mark=\"true\">Contracts<\/strong>, and <strong data-renderer-mark=\"true\">Waivers <\/strong>pages all have new designs in the Elevate Staff App.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Find information easier:<\/strong> Hunting down details on <strong data-renderer-mark=\"true\">Account Balance<\/strong>, <strong data-renderer-mark=\"true\">Purchases<\/strong>, and <strong data-renderer-mark=\"true\">Passes &amp; Memberships<\/strong> is easier with improved filter behavior.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">New sign-in method:<\/strong> You have access to a new sign-in method and two-way synchronization for Microsoft account users using the Elevate Staff App. Now, you can sign in to the Elevate Staff App using your Microsoft account and sync your Outlook Calendar with your WellnessLiving schedule.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">All Sales Report update:<\/strong> The All Sales Report in the Elevate Staff App has been updated so that the<strong data-renderer-mark=\"true\"> Failed<\/strong> payment status is displayed in red next to the transaction that failed. The <strong data-renderer-mark=\"true\">Account Credited <\/strong>payment status is now displayed next to transactions that were successfully added to the client&#8217;s account to pay off the debt they owe in Collections.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"35\">FitLIVE<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Start virtual services:<\/strong> Exciting FitLIVE news! You can now start virtual integrated services 30 minutes before the session start time.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"36\">FitVID<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Sort and filter FitVID videos:<\/span><\/strong> Exciting news for staff! Now, when dealing with FitVID videos, you&#8217;ve got some slick new options. Filter and sort them by upload date, with the freshest videos at the top, alphabetically by title, or go custom with manual drag &amp; drop. And guess what? The client-facing view mirrors your chosen sorting order.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Start non-integrated virtual services automatically:<\/strong> We&#8217;ve got a cool update in <strong data-renderer-mark=\"true\">Business Policies &gt; Attendance Tracking &gt; Virtual Services<\/strong>. Check out the new setting: <strong data-renderer-mark=\"true\">Start non-integrated virtual sessions automatically [number] minutes before the scheduled start time<\/strong>. Now, clients can jump into a non-integrated virtual service session before the host officially kicks it off.<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"37\">Forms<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Allow clients to fill in forms without signing in:<\/span><\/strong> We&#8217;ve jazzed up form templates with a cool new setting \u2013 say hello to <strong data-renderer-mark=\"true\">Require clients to sign in to complete this form<\/strong>. But here&#8217;s the magic: staff members can also disable it! This means clients can fill out the form without logging into their WellnessLiving account, and you can later tie those guest responses back to client profiles. Plus, when this setting is off, users can access the form via Direct URL. Perfect for anonymous feedback surveys or reaching out to those not yet signed up! Access this setting by heading to the <strong>App Drawer &gt; Forms &gt; A specific form\u2019s settings<\/strong>.<br><figure><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"337\" class=\"alignnone wp-image-20295 size-large\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-1024x337.png\" alt=\"A screenshot of the new setting to require clients to sign in to complete forms.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-1024x337.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-300x99.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-768x253.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-920x303.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-600x197.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828-320x105.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/2daa48de-df45-49c3-98e7-6badfc4ec828.png 1520w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Organizing Forms:<\/strong> The <strong data-renderer-mark=\"true\">Forms<\/strong> filter to display forms that are accepting clients report will be enabled by default. This will make it easier for you to keep track of important forms!<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Find clients required to complete Forms:<\/strong> The<strong data-renderer-mark=\"true\"> Form Status <\/strong>Power Search criteria has been updated to allow you to find clients who are required or not required to complete a specific form.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Customize Forms heading and subheadings:<\/strong> You can now customize form headings and subheadings using rich text formatting, such as bold, italics, underlining, font styles, and color.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"38\">Integrations<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Groupon integration is no longer accessible:<\/span><\/strong> The Groupon tab under <strong data-renderer-mark=\"true\">Setup &gt; Integrations<\/strong> has been hidden and is inaccessible. Why? Well, Groupon has tweaked their redemption rules, and now clients need to redeem directly through Groupon.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Clients are exempt from cancellation fees in WellnessLiving when cancelling through ClassPass:<\/strong> For your awesome clients using ClassPass, say goodbye to late cancellation and no-show fees in WellnessLiving when they cancel their bookings through ClassPass. All those fees? Yep, they&#8217;ll be charged and handled seamlessly through ClassPass.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"b62ea2f3-e364-450a-9339-74c14e4f73ee\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b62ea2f3-e364-450a-9339-74c14e4f73ee\">Keep track of ClassPass payment status:<\/span><\/strong><span id=\"b62ea2f3-e364-450a-9339-74c14e4f73ee\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"b62ea2f3-e364-450a-9339-74c14e4f73ee\"> We fixed an issue that was causing appointments that were paid for using ClassPass to show an unpaid status on the schedule.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"5931bc47-baec-4559-baea-284f06cf1291\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"5931bc47-baec-4559-baea-284f06cf1291\">Zapier supports custom profile fields: <\/span><\/strong><span id=\"5931bc47-baec-4559-baea-284f06cf1291\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"5931bc47-baec-4559-baea-284f06cf1291\">Zaps for your business\u2019s unique workflow are limited only by the information returned by the platform you\u2019re creating them on. Previously, you could only create client profile-related Zaps in WellnessLiving based on a limited number of default fields. With this release, you can now include any of your client profile fields, including custom fields, in your Zaps.&nbsp;<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"520033ea-e247-4780-9e8f-97d3498242d5\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"520033ea-e247-4780-9e8f-97d3498242d5\">Track Door Access changes:<\/span><\/strong><span id=\"520033ea-e247-4780-9e8f-97d3498242d5\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"520033ea-e247-4780-9e8f-97d3498242d5\"> We updated the edit log to track when a Brivo account is connected or disconnected from WellnessLiving and when Door Access settings are enabled or disabled for a client group.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Managing Gympass users in Elevate:<\/strong> There\u2019s a new message in the Elevate Staff App to let you know that they can\u2019t manually update the attendance status for Gympass users\u2019 bookings. Gympass users can only check in or cancel their bookings through the Gympass app.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"39\">Message Center<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Twilio A2P10DLC offers new Starter Campaign Plan: <\/strong>US businesses who are sole proprietors who do not have a tax ID number will now be able to register themselves with A2P via Twilio\u2019s sole proprietor brand registration (starter campaign).<br><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"479\" class=\"alignnone wp-image-20296 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/05ce0e4e-ab45-4fcf-9463-b6f36046931f.png\" alt=\"A screenshot of the new starter campaign option for A2P10DLC.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/05ce0e4e-ab45-4fcf-9463-b6f36046931f.png 500w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/05ce0e4e-ab45-4fcf-9463-b6f36046931f-300x287.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/05ce0e4e-ab45-4fcf-9463-b6f36046931f-320x307.png 320w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Managing SMS communication:<\/strong> There\u2019s a new <strong data-renderer-mark=\"true\">Undelivered <\/strong>status to show you which SMS messages couldn\u2019t be sent due to errors with the mobile carrier or destination. For example, the number may be blocked by the mobile carrier due to carrier filtering or blocked by the recipient, the recipient\u2019s phone was turned off, and more!<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"40\">Notifications<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Choose to send Purchase Refunded notification:<\/strong> If the <strong data-renderer-mark=\"true\">Purchase Refunded<\/strong> client notification is enabled, then a new toggle will appear when refunding a transaction where staff can choose whether to <strong data-renderer-mark=\"true\">Send \u201cPurchase Refunded\u201d<\/strong> <strong data-renderer-mark=\"true\">notification to client<\/strong>.<br><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"254\" class=\"alignnone wp-image-20297 size-large\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-1024x254.png\" alt=\"A screenshot of the send &quot;Purchase Refunded&quot; notification to client during the refund flow.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-1024x254.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-300x74.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-768x190.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-920x228.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-600x149.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93-320x79.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/b2d62afd-3deb-4c33-8e2b-f8159eabea93.png 1472w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Fixed Client Birthday notification: <\/strong>Your clients will no longer receive the Client Birthday notification after it was deactivated.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Fixed Appointment Requested email notification:<\/strong> You will no longer receive an error message when logging in through the link in the Appointment Requested email notification.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">New variable:<\/strong> The <strong data-renderer-mark=\"true\">[CanceledBy] <\/strong>variable has been added to all appointment cancellation notifications to indicate the person who canceled the service.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Editing email templates:<\/strong> There is now a warning popup when you switch between templates to avoid losing your changes.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Reminding clients of their appointments: <\/strong>Appointment notifications will now send a new reminder to clients even if their appointment is repeatedly rescheduled.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Redesigned QUICK Contact:<\/strong> The QUICK Contact page has an updated look and feel. This makes for a smoother experience when contacting a single client or a group of clients.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">New variable:<\/strong> A new <strong>[AccountBalance]<\/strong> variable was added to the Billed to Account client notification to allow you to show your clients their account balance after being billed.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Appointment No-Show fix:<\/strong> We fixed an issue that was causing text to be removed from the Appointment No-Show (Client) email notification.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Membership Renewal notification fix:<\/strong> The Membership Renewal client notification will not be sent to your clients when the membership is part of a package.<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"41\">Online Store<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Prorated membership fix: <\/strong>We fixed an issue that was causing the price of a prorated membership to be incorrectly calculated in the store.<br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Adding products to the cart: <\/strong>Staff will now be prompted first to select a client when attempting to add items to the shopping cart.<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"42\">Purchase Options<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Updated conversion behavior for Purchase Options:<\/span><\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> When converting a membership or session pass, you can now choose different behaviors for the conversion.<\/span><\/span>\n<ul class=\"wp-block-list\">\n<li><p data-renderer-start-pos=\"34205\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Convert after expiration<\/span><\/span><\/p><\/li>\n\n\n\n<li><p data-renderer-start-pos=\"34205\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Convert immediately without charging the client<\/span><\/span><\/p><\/li>\n\n\n\n<li><p data-renderer-start-pos=\"34284\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Convert immediately and charge the client<\/span><\/span><\/p><\/li>\n\n\n\n<li><p data-renderer-start-pos=\"34329\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Convert in the future and charge the client (pick a date)<\/span><\/span><\/p>\n<ul class=\"wp-block-list\">\n<li><p data-renderer-start-pos=\"34390\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Conversion details have been incorporated into multiple reports including the Memberships report, Memberships Summary by Location (enterprise) and Memberships Details by Location (enterprise), with tracking available in the Edit Log. A new <\/span><\/span><strong data-renderer-mark=\"true\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\">Conversion Type<\/span><\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"1f11945b-47b8-4afd-a4a1-3de9f10d36cf\"> filter and related summary cards have also been added to these reports.<br><\/span><\/span><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"453\" class=\"alignnone wp-image-20298 size-large\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-1024x453.png\" alt=\"A screenshot of the Purchase Options conversion settings.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-1024x453.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-300x133.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-768x340.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-920x407.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-600x266.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74-320x142.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/ee805db7-3aa9-4961-aedc-2da5d1574f74.png 1520w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Rollover sessions calculate based on the auto-renewal date:<\/span><\/strong> Rollover sessions for memberships just got a makeover. Now, they&#8217;ll be calculated based on the original activation date, not the auto-renewal date \u2013 as long as no changes were made to the membership on the edit page in the client&#8217;s profile.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"3c1846b9-97c7-4226-bbce-f3822917d048\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3c1846b9-97c7-4226-bbce-f3822917d048\">More control over global pricing changes:<\/span><\/strong><span id=\"3c1846b9-97c7-4226-bbce-f3822917d048\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3c1846b9-97c7-4226-bbce-f3822917d048\"> Changes to Price and After Expiration behavior are no longer pushed to existing purchases by default.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"671e0d32-e3c7-4c07-b722-8f702570a79a\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"671e0d32-e3c7-4c07-b722-8f702570a79a\">Allow rollover visits to be used during hold periods:<\/span><\/strong><span data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"671e0d32-e3c7-4c07-b722-8f702570a79a\"> Previously, when a Purchase Option was placed on hold, it couldn\u2019t be used to attend any sessions. To give you and your clients more flexibility, we added a new setting to memberships and session passes that lets your clients use their rollover visits when their Purchase Option is placed on hold. Additionally, when a Purchase Option is placed on hold, clients won\u2019t accumulate more rollover visits. With this improvement, you can place your client\u2019s Purchase Options on hold and give them a chance to use their rollover sessions.&nbsp;Find this setting by accessing the <\/span><strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"671e0d32-e3c7-4c07-b722-8f702570a79a\">App Drawer &gt; Setup &gt; Store Configuration &gt; Purchase Options &gt; Setup page for memberships or session passes<\/span><\/strong><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"671e0d32-e3c7-4c07-b722-8f702570a79a\">.<br><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"492\" class=\"alignnone wp-image-20299 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/bacf2a39-d26d-4111-ae87-1120373e97b4.png\" alt=\"A screenshot of the Rollover sessions may be used during hold period settings for Purchase Options.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/bacf2a39-d26d-4111-ae87-1120373e97b4.png 601w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/bacf2a39-d26d-4111-ae87-1120373e97b4-300x246.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/bacf2a39-d26d-4111-ae87-1120373e97b4-320x262.png 320w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><br><\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Reconciling unpaid appointments:<\/strong> Inactive memberships will no longer show up as an available Purchase Option when reconciling an unpaid appointment.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Membership visit fix: <\/strong>The correct number of visits will be displayed for memberships on the Achieve Client App.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Differentiate Purchase Options: <\/strong>There are new icons used to indicate different Purchase Options on a client\u2019s <strong data-renderer-mark=\"true\">Passes &amp; Memberships <\/strong>page!<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Multiple Purchase Options in a package:<\/strong> If you have a package with multiple Purchase Options, the correct number of Purchase Options will add when the package auto-renews.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Entering in payment method when making a purchase:<\/strong> Clients will no longer need to enter in their credit card information twice when they buy a Purchase Option that requires a form to be filled out through a direct buy URL or the store.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Session passes within packages:<\/strong> Session passes that are set to auto-renew will not expire without auto-renewing when they were sold within packages with a specific end date.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Purchase Option expirations:<\/strong> We fixed an issue that was causing the <strong data-renderer-mark=\"true\">After Expiration <\/strong>setting on a Purchase Option to automatically change to <strong data-renderer-mark=\"true\">Do nothing <\/strong>after it was purchased.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"43\">Reports<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">More targeted Power Searches:<\/strong> We added an additional option to the <strong data-renderer-mark=\"true\">Active Purchase Option<\/strong> Power Search criteria which allows you to find clients who own an active Purchase Option that is on hold. This allows you to easily flag and prioritize clients who may require immediate attention.\n<ul class=\"wp-block-list\">\n<li><p data-renderer-start-pos=\"37246\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">If you\u2019re a Door Access (Brivo) user, this addition to the criteria set is important for you! It provides a convenient way to identify clients who have a Purchase Option that is on hold, which will help with the removal of facility access when a Purchase Option is active, but temporarily on hold.<br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"370\" class=\"alignnone wp-image-20300 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302.png\" alt=\"A screenshot of the Add hold requirement option for Active Purchase Option Power Search.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302.png 1000w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302-300x111.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302-768x284.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302-920x340.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302-600x222.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/5b2c0625-a7f1-43af-9603-b4d2f3ca9302-320x118.png 320w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><br><\/span><\/p><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span id=\"bf0aa1f4-de67-4e21-a98f-da62b8f356fa\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bf0aa1f4-de67-4e21-a98f-da62b8f356fa\">Clearer search criteria:<\/span><\/strong><span id=\"bf0aa1f4-de67-4e21-a98f-da62b8f356fa\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bf0aa1f4-de67-4e21-a98f-da62b8f356fa\"> We improved the search criteria wording for client groups and Power S<span id=\"bf0aa1f4-de67-4e21-a98f-da62b8f356fa\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"bf0aa1f4-de67-4e21-a98f-da62b8f356fa\">earches.<\/span><\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Updated design for Reports:<\/strong> We&#8217;ve given the Reports section a fresh new look! We&#8217;ve revamped it with a sleek design system for Saved, Favorite, and Generated Reports, all geared towards improving usability. But that&#8217;s not all \u2013 we&#8217;ve also spruced up some report names and descriptions for clarity and consistency. Reporting just got a whole lot snazzier and user-fri<span id=\"832c8198-38d1-4ed0-8319-497b5cf15e13\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"832c8198-38d1-4ed0-8319-497b5cf15e13\">endly!<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">See when a membership was last renewed:<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> You can check the date a membership was most recently renewed using the new <\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Last Renewal Date<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> column on the Memberships Report.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Track failed transactions easily:<\/strong> The Projected Revenue Report has two new columns to provide more information regarding failed transactions: <strong data-renderer-mark=\"true\">Payment Status <\/strong>and <strong data-renderer-mark=\"true\">Failed Reason<\/strong>.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">View custom fields on the Transaction Log Report:<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> Custom fields on the Transformation Log now show on the<\/span><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> Transformation Log Report<\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">.<\/span><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Faster load times:<\/strong> Enterprise reports will now load faster when there is a large amount of information on the report! We\u2019ve added a <strong data-renderer-mark=\"true\">New<\/strong> badge to these new reports while the older ones will be labeled with an <strong data-renderer-mark=\"true\">Unsupported<\/strong> badge.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Faster load times:<\/strong> The Cross-Location Visit Details and Cross-Location Visits Summary reports will now load faster when there is a large amount of information. We\u2019ve added a <strong data-renderer-mark=\"true\">New<\/strong> badge to these new reports while the older ones will be labeled with an <strong data-renderer-mark=\"true\">Unsupported<\/strong> badge.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Visits Remaining Report fix:<\/strong> Unpaid recurring bookings will no longer be counted as deductions in the Visits Remaining Report.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Booking Source Report fix:<\/strong> The Booking Source Report was updated to remove outdated options from the <strong data-renderer-mark=\"true\">Booking Source<\/strong> filter.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"44\">Rewards<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Clients will only receive one Prize Claimed notification:<\/strong> We renamed the <strong data-renderer-mark=\"true\">Prize Redeemed<\/strong> notification to <strong data-renderer-mark=\"true\">Prize Claimed<\/strong> and changed the settings to send only once when the client redeems their points for a prize.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span id=\"642d05fc-eed6-4628-899a-115badecf7e6\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"642d05fc-eed6-4628-899a-115badecf7e6\">Points are returned when unused prizes are deleted:<\/span><\/span><\/strong><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\"> If a prize has been deleted and a client has claimed the prize but has not used it, the prize will be removed from their list of available prizes and the points used for redemption will be returned to the client&#8217;s account.<\/span><\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"45\">Schedule<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Finding service information at a glance:<\/strong> The appearance of staff member names and special instructions has been updated so that it is clearer and provides complete information at a glance.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Printing your schedule:<\/strong> There is no longer an alignment error when previewing a print of the schedule.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Enhanced contract visibility:<\/strong> Now there is a <strong data-renderer-mark=\"true\">Contract not signed for Purchase Option<\/strong> error message when you try to reconcile an unpaid visit using a Purchase Option with an unsigned contract. This will occur when the <strong data-renderer-mark=\"true\">Restrict staff from booking or purchasing for clients with unsigned contracts <\/strong>business policy is enabled.<br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Scheduling events:<\/strong> We fixed an issue that was causing cancelled events to appear as normal on the schedule.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"46\">Staff Profile<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Manage staff employment end date:<\/strong> The employment end date behavior on staff\u2019s profiles has been updated to ensure their profile isn\u2019t automatically deactivated when the date arrives. This will allow staff to be booked into services and perform other actions until their profile is manually deactivated.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"47\">Staff Role Permissions<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">New staff role to control which time clocks staff can manage:<\/strong> We added a new staff role permission that restricts staff members from managing other staff members\u2019 time clocks.<br><img loading=\"lazy\" decoding=\"async\" width=\"1001\" height=\"758\" class=\"alignnone wp-image-20301 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9.png\" alt=\"A screenshot of the staff permission to manage the time clock.\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9.png 1001w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9-300x227.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9-768x582.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9-920x697.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9-600x454.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/eaf021a3-effe-4873-ae0c-f6fdd2c08ce9-320x242.png 320w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"48\">Store<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">Add a tip directly from a Paragon terminal:<\/span><\/strong> Clients can now add tips directly on a Paragon terminal, all managed conveniently within WellnessLiving. Here&#8217;s the scoop: When your staff is checking out a client, there&#8217;s a shiny new toggle on the <strong data-renderer-mark=\"true\">Store &gt; Checkout &gt; Card reader<\/strong> payment screen. It&#8217;s called <strong data-renderer-mark=\"true\">Prompt for tip on card reader<\/strong>, and it&#8217;s turned <strong data-renderer-mark=\"true\">OFF<\/strong> by default. You can switch it <strong data-renderer-mark=\"true\">ON<\/strong> for that extra tip convenience. Pro tip: You can turn it <strong data-renderer-mark=\"true\">ON<\/strong> only once per transaction, even if you&#8217;re juggling multiple card payment methods.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Gift card payments:<\/strong> A negative balance will no longer appear at checkout after changing quantities of an item and using a gift card as the payment method.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"49\">WellnessLiving Explorer<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\">Booking through WellnessLiving Explorer:<\/strong> WellnessLiving Explorer will automatically scroll to the selected appointment in the Client Web App when a user books an appointment through your Explorer listing.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"50\">Widgets<\/h3>\n\n\n\n<ul class=\"wp-block-list ak-ul\">\n<li><strong data-renderer-mark=\"true\"><span class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#000000\">New ways to track client activity:<\/span><\/strong> Exciting news for businesses seeking more insights! We&#8217;ve added two new analytics triggers to amp up your understanding of client actions. Keep your eyes peeled for <strong data-renderer-mark=\"true\">RemoveFromCart<\/strong> and <strong data-renderer-mark=\"true\">EmptyCart<\/strong> triggers, providing valuable data on when clients make specific moves on the Client Web App, Achieve Client App, and Store Widget. Get ready to dive deeper into client behavior!<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">New service booking tracking: <\/strong>Google and Facebook Analytics now include a new event that tracks when a service booking is successfully completed in WellnessLiving.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Direct clients to the correct page:<\/strong> We fixed an issue where potential clients were mistakenly being sent to the sign-in page after submitting the Lead Capture Widget.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Displaying appointment widgets:<\/strong> Appointment widgets will now display if browser cookies are disabled.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Displaying event widgets:<\/strong> Event widgets will now display if browser cookies are disabled.<\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Increased Lead Capture control:<\/strong> Lead Capture Widget settings has a new toggle that prevents leads from getting both the welcome email and the lead capture email. Access the Lead Capture Widget settings by heading to the <strong>App Drawer &gt; Setup &gt; Website Widgets &gt; Lead Capture<\/strong>.<br><img loading=\"lazy\" decoding=\"async\" width=\"1521\" height=\"474\" class=\"alignnone wp-image-20302 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d.png\" alt=\"A screenshot of the Lead Capture Widget welcome email setting. \" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d.png 1521w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d-300x93.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d-1024x319.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d-768x239.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d-920x287.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d-600x187.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2030\/12\/0585b101-6be2-44d0-94c2-8ffda0e4723d-320x100.png 320w\" sizes=\"auto, (max-width: 1521px) 100vw, 1521px\" \/><br><\/li>\n\n\n\n<li><strong data-renderer-mark=\"true\">Redesigned widget settings pages:<\/strong> The widget settings pages have been redesigned.<\/li>\n<\/ul>\n\n\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"Revamped appointment and asset information on the schedule\" src=\"https:\/\/www.loom.com\/embed\/7ae35266cbd6431588bbd032f6ebd481#?secret=5exwwqA0RM\" data-secret=\"5exwwqA0RM\" frameborder=\"0\" width=\"500\" height=\"375\"><\/iframe><\/p>\n\n\n<p><a href=\"http:\/\/www.loom.com\/share\/60d2cdf486fc438f85533b13df1edd85?sid=42b5fcd4-7830-4c8c-b2e2-291b9b48f574\">http:\/\/www.loom.com\/share\/60d2cdf486fc438f85533b13df1edd85?sid=42b5fcd4-7830-4c8c-b2e2-291b9b48f574<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Happy new year! From the WellnessLiving family to yours, we wish you an amazing 2024! Our January 2024 release is full of long anticipated enhancements such as the ability to schedule emails, paying for multiple appointments in one checkout, and much more. Read on for the full scoop! Here at [&hellip;]<\/p>\n","protected":false},"author":101,"featured_media":20262,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"disable_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[85],"tags":[2275,17837,2310,609,2311,86,499,2276],"class_list":["post-20174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-release-notes","tag-branding","tag-business-mangement","tag-client-retention","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>January 2024 Release Version 24.59 Notes - WellnessLiving<\/title>\n<meta name=\"description\" content=\"Release 24.59 is packed with tons of tweaks and innovations that will simplify your business and elevate 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