{"id":22020,"date":"2024-10-15T05:00:59","date_gmt":"2024-10-15T09:00:59","guid":{"rendered":"https:\/\/www.wellnessliving.com\/blog\/?p=22020"},"modified":"2024-10-17T15:56:54","modified_gmt":"2024-10-17T19:56:54","slug":"health-and-beauty-release-notes-october-2024","status":"publish","type":"post","link":"https:\/\/www.wellnessliving.com\/blog\/health-and-beauty-release-notes-october-2024\/","title":{"rendered":"Health and Beauty Release Notes October 2024"},"content":{"rendered":"<p>\ud83c\udf89 We&#8217;re thrilled to announce our most recent software update, Release 24.62. \ud83c\udf89<\/p>\n<p>We\u2019ve got a ton of updates and brand new features designed to improve your operations! Highlights include a new sales report, improvements to Forms, the customization of cancellation and no-show fees, and much more. Check out these new features and enjoy a smoother and more efficient workflow in your business.<\/p>\n<p>Here at WellnessLiving, your feedback means the world to us. You\u2019re front and center in our mind with each new release. Be sure to let us know what you think of our release notes by filling out this quick <a href=\"https:\/\/forms.office.com\/r\/ee3VfdPv3g\" target=\"_blank\" rel=\"noopener\">feedback form<\/a>.<\/p>\n<p><iframe loading=\"lazy\" src=\"\/\/www.youtube.com\/embed\/a6eKOqWTgJY\" width=\"560\" height=\"314\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Highlighted Features<\/h2>\n<ul>\n<li><a href=\"#1\">The Sales and Attendance Summary Report: Your Daily Business Recap<\/a><\/li>\n<li><a href=\"#2\">First Come, First Served Wait List Promotion<\/a><\/li>\n<li><a href=\"#3\">Customize Cancellation and No-Show Fees Per Service<\/a><\/li>\n<li><a href=\"#4\">Quickly Duplicate Marketing Templates &amp; Campaigns<\/a><\/li>\n<li><a href=\"#5\">Dynamic Variables Now in Form Builder<\/a><\/li>\n<li><a href=\"#6\">Efficient Form Collection with Kiosk Mode<\/a><\/li>\n<li><a href=\"#7\">Customize Descriptions in Signature and Initial Form Elements<\/a><\/li>\n<li><a href=\"#8\">New Form Status Icons on Schedule<\/a><\/li>\n<li><a href=\"#9\">Manage Profile Notes from the Appointment Slideout<\/a><\/li>\n<li><a href=\"#10\">Simplified Filters for Reports<\/a><\/li>\n<li><a href=\"#11\">All Sales Report: Now More User-Friendly<\/a><\/li>\n<li><a href=\"#12\">More Report Enhancements<\/a><\/li>\n<li><a href=\"#13\">New Client Notification for Expiring Purchase Option Holds<\/a><\/li>\n<li><a href=\"#14\">Monthly and Lifetime Visit Totals in the Achieve App and Client Portal<\/a><\/li>\n<li><a href=\"#15\">New Power Search Criteria<\/a><\/li>\n<li><a href=\"#16\">Simple Contact Sharing for Linked Client Profiles<\/a><\/li>\n<li><a href=\"#17\">Disable Profile Picture Editing<\/a><\/li>\n<li><a href=\"#19\">Easier Setup for Gift Cards, Discount Codes, and Packages<\/a><\/li>\n<li><a href=\"#20\">Redeem Gift Cards in the Elevate Staff App<\/a><\/li>\n<li><a href=\"#21\">Additional Improvements<\/a><\/li>\n<\/ul>\n<h3 id=\"1\"><b>NEW! <\/b>The Sales and Attendance Summary Report: Your Daily Business Recap<\/h3>\n<p>We\u2019ve added a powerful new tool to help you stay on top of your daily operations\u2014the Sales and Attendance Summary Report. This report provides a comprehensive overview of your business operations, sales, and attendance, all in one place.<\/p>\n<div style=\"position: relative; padding-bottom: 62.53618992472496%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/7291d10437874afcbc2eff82fcee68bc?sid=59d0f3f1-0197-4980-93a7-c4824a49e4f4\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p><b>Key summary tables include:<\/b><\/p>\n<ul>\n<li class=\"li3\">Sales Summary by Revenue Category<\/li>\n<li class=\"li3\">Sales Summary by Payment Method<\/li>\n<li class=\"li3\">Cash Reconciliation Summary<\/li>\n<li class=\"li3\">Batch Reconciliation Summary<\/li>\n<li class=\"li3\">Visits by Purchase Option<\/li>\n<li class=\"li3\">Revenue by Service Type<\/li>\n<\/ul>\n<p>Each table links directly to the full report, giving you quick insight into the information you need. Don\u2019t forget to add it to your favorites for easy access!<\/p>\n<p>Dive into the <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9998959-sales-and-attendance-summary-report\" target=\"_blank\" rel=\"noopener\">Sales and Attendance Summary Report<\/a> to learn more!<\/p>\n<h3 id=\"2\">First Come, First Served Wait List Promotion<\/h3>\n<p>Boost attendance and reward your most engaged clients with the new <strong>Fastest Response<\/strong> setting! Now, when a spot opens up on the waitlist, you can notify all waitlisted clients simultaneously, allowing the quickest client to confirm their spot.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22025 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b.jpeg\" alt=\"\" width=\"1210\" height=\"733\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b.jpeg 1210w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b-300x182.jpeg 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b-1024x620.jpeg 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b-768x465.jpeg 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b-920x557.jpeg 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b-600x363.jpeg 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/09\/3a207d74-f559-4969-9d5a-297ce091695b-320x194.jpeg 320w\" sizes=\"auto, (max-width: 1210px) 100vw, 1210px\" \/><\/p>\n<p>Fill up spots faster and guarantee more revenue for your business by heading to the <strong>App Drawer &gt; Setup &gt; Business Policies &gt; Wait List<\/strong>.<\/p>\n<p>Learn more about the Fastest Response wait list setting with our <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642413-business-policy-settings\" target=\"_blank\" rel=\"noopener\">Business policy settings<\/a> article!<\/p>\n<h3 id=\"3\">Customize Cancellation and No-Show Fees Per Service<\/h3>\n<p>Gain more control over late cancel &amp; no-show fees with custom fees per service! You can now set multiple penalties based on client type and service, ensuring accurate compensation for staff, and revenue protection. You can now use the new <strong>Add Penalty<\/strong> section to assign fees to different services, making sure they match the value of each one. And don\u2019t worry\u2014any penalties that were already set before this update will stay the same.<\/p>\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/796c5aed8e7e41eb98b48f2f8a4fd96e?sid=4cca13d1-1fb4-42f3-b31d-bc5a83adff48\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>To customize fees, go to <strong>App Drawer &gt; Setup &gt; Business Policies &gt; Cancellation<\/strong>.<\/p>\n<h3 id=\"4\"><strong>Quickly Duplicate Marketing Templates &amp; Campaigns<\/strong><\/h3>\n<p>Now you can quickly create an exact copy of any template or campaign with our new duplication feature! Just click the 3-dot \u22ee action menu, choose <strong>Duplicate<\/strong>, and customize the copy to fit your needs. This powerful tool will streamline your workflow, save you time, and help keep your campaigns perfectly consistent.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22028 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83.png\" alt=\"\" width=\"2560\" height=\"949\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83.png 2560w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-300x111.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-1024x380.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-768x285.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-1536x569.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-2048x759.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-920x341.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-600x222.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/58a5f959-71a3-4615-8528-eb6d449c7d83-320x119.png 320w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>Check out <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9246208-create-modify-or-duplicate-a-custom-template-or-automated-campaign\" target=\"_blank\" rel=\"noopener\">Creating, modifying or duplicating marketing templates<\/a> to learn more.<\/p>\n<h3 id=\"5\">Dynamic Variables Now in Form Builder<\/h3>\n<p>Form creation just got more flexible! Now, you can use variables in the Form Builder to automatically incorporate client, service, and purchase details into your forms. Simply click the new <strong>View Variables<\/strong> button in the Staff Back Office or Elevate Staff App to create dynamic waivers, contracts, and other forms that adapt to each client.<\/p>\n<div style=\"position: relative; padding-bottom: 55.833333333333336%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/53595b1b01354918b19fb78a7290b8c8?sid=d5bf9dac-7aa9-491f-9402-38f76badccbd\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>For example, MediSpas can now automatically fill in details like the patient\u2019s name, specific treatment, and relevant purchase information. Variables appear as placeholders in the Form Builder (e.g., [FullName]) and are replaced with actual details (e.g., John Doe) when viewed on a client\u2019s profile. This ensures that each form is precisely tailored to the individual patient, enhancing both accuracy and professionalism.<\/p>\n<p>Learn more about variables in the Form Builder in our <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9658121-create-modify-or-delete-a-form-template\" target=\"_blank\" rel=\"noopener\">Create, modify, or delete a form template<\/a> article.<\/p>\n<h3 id=\"6\">Efficient Form Collection with Kiosk Mode<\/h3>\n<p>Easily gather form submissions without redirection using the new Kiosk Mode feature, ideal for client consultations or events like trade shows and workshops. This feature allows continuous form collection while displaying your business\u2019s name and logo.<\/p>\n<div style=\"position: relative; padding-bottom: 55.833333333333336%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/0f32ede5b81c47278870c821db627870?sid=e1ea6bd4-4dbc-404a-a9bc-c4b5fb9b712d\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>All responses are saved as guest entries, and you can later link them to the correct profiles easily.<\/p>\n<p>Copy the <strong>Kiosk Mode URL<\/strong> in the form settings or the 3-dot <strong>\u22ee <\/strong>action menu in the Form Builder to get started.<\/p>\n<p>Learn more about Kiosk Mode with our <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9976935-forms-settings\" target=\"_blank\" rel=\"noopener\">Form settings<\/a> article!<\/p>\n<h3 id=\"7\">Customize Descriptions in Signature and Initial Form Elements<\/h3>\n<p>You now have the ability to customize the descriptions within the signature and initial elements in your forms. Business owners and staff can easily edit the text by clicking the pencil icon \u270f\ufe0f in the element header and description. This feature allows for a more tailored and streamlined form experience.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22049 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7.png\" alt=\"\" width=\"2560\" height=\"1111\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7.png 2560w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-300x130.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-1024x444.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-768x333.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-1536x667.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-2048x889.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-920x399.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-600x260.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0ce20169-1911-453f-8e1a-08bd21d219f7-320x139.png 320w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>This customization option is exclusive to forms and won\u2019t affect other places where you use signatures and initials.<\/p>\n<h3 id=\"8\">New Form Status Icons on Schedule<\/h3>\n<p>A new icon is coming to your schedule! Appointments and assets that require a form will now display a red icon if the form is incomplete and a green icon when it\u2019s completed. This update makes it easier to track form completion at a glance, helping you stay organized and on top of client requirements.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22053 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9.png\" alt=\"\" width=\"1188\" height=\"1032\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9.png 1188w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9-300x261.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9-1024x890.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9-768x667.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9-920x799.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9-600x521.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/0a496834-e53f-4d89-ab7e-f228e7de52d9-320x278.png 320w\" sizes=\"auto, (max-width: 1188px) 100vw, 1188px\" \/><\/p>\n<p>To enable this icon, go to<strong> Setup &gt; Look and Feel &gt; Schedule Design &gt; Color &amp; Cell Style.<\/strong><\/p>\n<p>Learn more about the new form status icon on schedule with our <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/10002749-schedule-design-settings\" target=\"_blank\" rel=\"noopener\">Schedule Design settings<\/a> article.<\/p>\n<h3 id=\"9\">Manage Profile Notes from the Appointment Slideout<\/h3>\n<p>Staff can now add, edit, and delete notes directly from the appointment slideout on the schedule, saving time and improving efficiency. No more navigating to the client profile\u2014everything can be done right from the schedule.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22056 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/140241b0-950d-47d4-8ecc-3e7eb2e0ce16.gif\" alt=\"\" width=\"1280\" height=\"720\" \/><\/p>\n<p>For staff to add or edit profile notes on the appointment slideout ensure that <strong>App Drawer<\/strong> &gt; <strong>Setup<\/strong> &gt; <strong>Staff Roles<\/strong> &gt; <strong>Clients<\/strong> &gt; <strong>Manage notes <\/strong>staff permission is enabled.<\/p>\n<p>Check out <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642862-appointments-on-the-schedule\" target=\"_blank\" rel=\"noopener\">Appointments on the schedule<\/a> to learn more about managing profile notes from the slideout!<\/p>\n<h3 id=\"10\">Simplified Filters for Reports<\/h3>\n<p>This next update brings a more intuitive and user-friendly filtering system to many of our reports, making sorting, searching, and analyzing your data simpler. With clear indicators for active filters and improved filter descriptions, navigating through your reports is now easier, helping you make more informed decisions with confidence.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22095 size-post-small\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-320x446.png\" alt=\"\" width=\"320\" height=\"446\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-320x446.png 320w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-215x300.png 215w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-735x1024.png 735w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-768x1070.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-1102x1536.png 1102w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-920x1282.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05-600x836.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/18dc86b7-cf97-4dc8-8229-128e6edecd05.png 1190w\" sizes=\"auto, (max-width: 320px) 100vw, 320px\" \/><\/p>\n<h3 id=\"11\">All Sales Report: Now More User-Friendly<\/h3>\n<p>We&#8217;ve been making significant improvements to the All Sales Report to enhance your experience and simplify how the report works.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22098 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e.png\" alt=\"\" width=\"1920\" height=\"1205\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e.png 1920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-300x188.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-1024x643.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-768x482.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-1536x964.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-920x577.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-600x377.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/a20ff5c1-b24f-441f-b983-01e2c7e24e8e-320x201.png 320w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><strong>Here\u2019s what\u2019s new this release:<\/strong><\/p>\n<ul>\n<li><strong>Simplified Tax Reporting:<\/strong> <strong>Charged Taxes<\/strong> and <strong>Taxes<\/strong> are combined into one filter.<\/li>\n<li><strong>Fewer Columns:<\/strong> Less scrolling, more relevant data.<\/li>\n<li><strong>Penalty Fee:<\/strong> Easier tracking of failed payment penalties.<\/li>\n<li><strong>Grouped Purchase Options Filters: <\/strong>We\u2019ve grouped all Purchase Options into a single, organized section, replacing the multiple tabs that exist today.<\/li>\n<\/ul>\n<p>These improvements make your sales data easier to navigate and analyze.<\/p>\n<h3 id=\"12\">More Report Enhancements<\/h3>\n<p><strong>View subtotal and total net sales of products in packages: <\/strong>The Inventory on Hand report now displays a product\u2019s subtotal and total net sales of products that are sold as part of a package, helping you better manage inventory and track revenue accurately.<\/p>\n<p><strong>Visits Remaining report improvements<\/strong><br \/>\nBased on your feedback, we\u2019ve made several enhancements to the Visits Remaining report:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>The report now loads faster with updated technology.<\/li>\n<li>The <strong>Unearned Revenue<\/strong> column has been improved for session passes and memberships without attendance restrictions.<\/li>\n<li>You can now view the number of visits and the date of the last visit for each client, making it easier to follow up with those who have remaining visits or haven\u2019t visited recently.<\/li>\n<li>New columns and summary cards have been added for a more streamlined experience.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>Class Average report improvements: <\/strong>The Class Average report has been updated and renamed to better serve your needs:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>The report is now called the <strong>Class Utilization report<\/strong> to more accurately reflect its purpose.<\/li>\n<li>The Average Utilization column has been updated so that it displays the accurate calculation.<\/li>\n<li>New summary cards and columns have been added for a more streamlined and efficient experience.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22103 size-full\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization.png\" alt=\"\" width=\"2560\" height=\"984\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization.png 2560w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-300x115.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-1024x394.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-768x295.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-1536x590.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-2048x787.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-920x354.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-600x231.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/more-reports-utilization-320x123.png 320w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p><strong>Failed check-ins are tracked in the Check-Ins report:<\/strong> The Check-Ins report now tracks failed check-ins. This helps to identify any patterns or recurring issues that may be causing check-in failures.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22104\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins.png\" alt=\"\" width=\"2518\" height=\"430\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins.png 2518w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-300x51.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-1024x175.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-768x131.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-1536x262.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-2048x350.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-920x157.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-600x102.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/checkins-320x55.png 320w\" sizes=\"auto, (max-width: 2518px) 100vw, 2518px\" \/><\/p>\n<p><strong>Display the correct staff name for transaction tips:<\/strong> We&#8217;ve resolved discrepancies across sales reports, ensuring that transaction tips are now consistently assigned to the correct staff member. Reports will show transaction tips attributed to the staff member who sold the appointment. These are the tips that are added at the bottom of the cart and don\u2019t pertain to a specific appointment.<\/p>\n<p><strong>Total Sales renamed to Total Paid in sales reports: <\/strong>The column previously titled <strong>Total Sales<\/strong> has been renamed to <strong>Total Paid<\/strong> in all sales reports for greater clarity.<\/p>\n<p><strong>Batch Reconciliation Report improvement: <\/strong>A <strong>Revenue Category<\/strong> column has been added to the Batch Reconciliation Report, making it easier to transfer data to external bookkeeping tools.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22105\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation.png\" alt=\"\" width=\"2560\" height=\"1003\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation.png 2560w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-300x118.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-1024x401.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-768x301.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-1536x602.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-2048x802.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-920x360.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-600x235.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/batch-reconcilliation-320x125.png 320w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3 id=\"13\">New-Client Notification for Expiring Purchase Option Holds<\/h3>\n<p>This next feature will keeps clients informed about their membership status. Now, clients will be notified via email, SMS, or push notification when their Purchase Option hold is about to end. This gives them time to prepare for membership reactivation or extend the hold if needed. This update enhances client communication and ensures a smoother experience.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22106\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif.jpg\" alt=\"\" width=\"1465\" height=\"746\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif.jpg 1465w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif-300x153.jpg 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif-1024x521.jpg 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif-768x391.jpg 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif-920x468.jpg 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif-600x306.jpg 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/new-client-hold-for-po-expiring-notif-320x163.jpg 320w\" sizes=\"auto, (max-width: 1465px) 100vw, 1465px\" \/><\/p>\n<p>Manage this feature under <strong> Setup <\/strong>&gt;<strong> Notifications <\/strong>&gt;<strong> Client Notifications <\/strong>&gt;<strong> Billing<\/strong>. For existing businesses using WellnessLiving, this notification is <strong>OFF<\/strong> by default.<\/p>\n<p>Learn more about client notification types <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642264-client-notification-types\" target=\"_blank\" rel=\"noopener\">here<\/a>!<\/p>\n<h3 id=\"14\">Monthly and Lifetime Visit Totals in the Achieve App and Client Portal<\/h3>\n<p>Clients and staff can now view total attended\/checked-in visits for the past 30 days or calendar month as well as lifetime visits across all locations in the Achieve App and Client Portal. This feature empowers clients and enables businesses to gamify attendance using engagement strategies like milestone rewards and discounts. Monthly visit totals are displayed on both Past and Upcoming Schedules.<\/p>\n<p><strong>Achieve App<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22134\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/monthly-visits-app.jpg\" alt=\"\" width=\"501\" height=\"830\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/monthly-visits-app.jpg 501w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/monthly-visits-app-181x300.jpg 181w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/monthly-visits-app-320x530.jpg 320w\" sizes=\"auto, (max-width: 501px) 100vw, 501px\" \/><\/p>\n<p><strong>Client Portal<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22135\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits.jpg\" alt=\"\" width=\"1878\" height=\"906\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits.jpg 1878w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-300x145.jpg 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-1024x494.jpg 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-768x371.jpg 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-1536x741.jpg 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-920x444.jpg 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-600x289.jpg 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/client-portal-monthly-lifetime-visits-320x154.jpg 320w\" sizes=\"auto, (max-width: 1878px) 100vw, 1878px\" \/><\/p>\n<p>To enable, go to <strong>App Drawer &gt; Setup &gt; Web Applications &gt; Client View Settings &gt; Schedule Settings<\/strong>. By default, this setting is <strong>OFF<\/strong>.<\/p>\n<h3 id=\"15\">New Power Search Criteria<\/h3>\n<p>We\u2019ve added new power search criteria to enhance your client tracking:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22138\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria.png\" alt=\"\" width=\"1680\" height=\"724\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria.png 1680w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-300x129.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-1024x441.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-768x331.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-1536x662.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-920x396.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-600x259.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/power-search-criteria-320x138.png 320w\" sizes=\"auto, (max-width: 1680px) 100vw, 1680px\" \/><\/p>\n<ul>\n<li><strong>All-Time Date Range for Visit Status:<\/strong> Now you can easily pull up all clients who have ever booked a specific service, without being limited by a date range. This search will query 15 years in the past and 15 years in the future. This allows you to create auto-updating client groups based on attendance, ensuring your lists are always current without manual adjustments.<\/li>\n<li><strong>Client Transactions are Paid For By:<\/strong> <span class=\"NormalTextRun SCXW66447349 BCX0\">This new feature helps you <\/span><span class=\"NormalTextRun SCXW66447349 BCX0\">identify<\/span><span class=\"NormalTextRun SCXW66447349 BCX0\"> clients whose transactions are managed by another client, streamlining payment management and tracking. Perfect for health and beauty businesses catering to families! In a <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW66447349 BCX0\">MediSpa<\/span><span class=\"NormalTextRun SCXW66447349 BCX0\">, this feature is ideal for tracking payments made by a primary client, such as a parent, for services their children receive\u2014like skincare treatments for acne, facials, or hair removal sessions. Whether <\/span><span class=\"NormalTextRun SCXW66447349 BCX0\">it\u2019s<\/span><span class=\"NormalTextRun SCXW66447349 BCX0\"> for a teenager managing skin concerns or other family members seeking beauty treatments, a parent can easily oversee all services covered under their account, simplifying <\/span><span class=\"NormalTextRun SCXW66447349 BCX0\">billing<\/span><span class=\"NormalTextRun SCXW66447349 BCX0\"> and ensuring clear and organized client records.<\/span><\/li>\n<\/ul>\n<p>These updates give you more control and flexibility in managing your client data.<\/p>\n<p>Take a look at the different ways to use the <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9642009-power-search-criteria\" target=\"_blank\" rel=\"noopener\">Power Search criteria<\/a> to filter for specific client data.<\/p>\n<h3 id=\"16\">Simple Contact Sharing for Linked Client Profiles<\/h3>\n<p><span class=\"TextRun SCXW232801083 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW232801083 BCX0\">Managing guardian consent and contact information for minor clients has never been easier. When viewing a minor\u2019s profile, you can quickly link parent or guardian profiles, automatically pulling in necessary contact details such as email, phone numbers, and address.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22143\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles.png\" alt=\"\" width=\"2150\" height=\"1644\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles.png 2150w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-300x229.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-1024x783.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-768x587.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-1536x1175.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-2048x1566.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-920x703.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-600x459.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/sharing-family-profiles-320x245.png 320w\" sizes=\"auto, (max-width: 2150px) 100vw, 2150px\" \/><\/p>\n<p><span class=\"TextRun SCXW232801083 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW232801083 BCX0\">This update ensures that all consent-related communication is streamlined and easily accessible for staff in both the back office and through the Elevate Staff App, making it simpler to manage guardian approvals for cosmetic or aesthetic treatments.<\/span><\/span><span class=\"EOP SCXW232801083 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:195,&quot;335559739&quot;:195,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\n<h3 id=\"17\">Disable Profile Picture Editing<\/h3>\n<p>To help businesses that rely on profile pictures to identify paying clients, you can now disable the ability for clients to edit their profile pictures. This ensures consistency and prevents clients from uploading unrelated images.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22149\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing.png\" alt=\"\" width=\"2178\" height=\"812\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing.png 2178w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-300x112.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-1024x382.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-768x286.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-1536x573.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-2048x764.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-920x343.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-600x224.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/disable-profile-pic-editing-320x119.png 320w\" sizes=\"auto, (max-width: 2178px) 100vw, 2178px\" \/><\/p>\n<p>To enable this setting, go to <strong>App Drawer &gt; Setup &gt; Business &gt; Business Policies &gt; Security<\/strong> and select <strong>Clients cannot edit their profile picture after registering<\/strong>.<\/p>\n<h3 id=\"19\">Easier Setup for Gift Cards, Discount Codes, and Packages<\/h3>\n<p>We&#8217;ve made it simpler to set up gift cards, discount codes, and packages.<\/p>\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/3b08390ada7e48ea8b29a0eea2644d93?sid=271fc0bc-5c9e-4c1c-8c4f-47f5af58df39\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>Now, instead of selecting each item one by one, you can pick products or services with just one click. It\u2019s also much easier to exclude items during setup, making the whole process quicker and more straightforward for you and your team.<\/p>\n<h3 id=\"20\">Redeem Gift Cards in the Elevate Staff App<\/h3>\n<p>Staff can now easily redeem gift cards right from the client profile on the Elevate Staff App, making it more convenient to manage gift card transactions on the go.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-22155 alignnone\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/GIFT-of-Elevate-Staff-app-gift-card-redemption.gif\" alt=\"\" width=\"362\" height=\"760\" \/><\/p>\n<p>Just navigate to <strong>Client Profile &gt; Account Balance &gt; Gift Card Redemption<\/strong> to give it a try.<\/p>\n<p>Take a look at the different ways to <a href=\"https:\/\/help.wellnessliving.com\/en\/articles\/9883243-redeem-a-gift-card-as-a-staff-member\" target=\"_blank\" rel=\"noopener\">redeem a gift card as a staff member<\/a>.<\/p>\n<h2 id=\"21\">Additional Improvements<\/h2>\n<h3>Book-a-Spot<strong> Assets<\/strong><\/h3>\n<ul>\n<li><strong>Book-a-Spot asset number now visible for individual asset bookings<\/strong>: When booking a single asset within a space, the asset number will now be shown on the booking flyout. Additionally, the asset number will appear under attendance history and the upcoming schedule in the client profile.<\/li>\n<li><strong>The entire Book-a-Spot asset category can now be reserved<\/strong>: Booking treatments that require specific assets are now streamlined. Clients can reserve multiple assets in one booking, such as a red-light therapy room, a sauna, and a cold plunge pool. The system ensures all necessary spaces are reserved for the full appointment, simplifying the process and preventing overlaps.<\/li>\n<\/ul>\n<h3>Clients<\/h3>\n<ul>\n<li><strong>Reduced password reset restrictions:<\/strong> We\u2019ve updated the password reset process to make it more flexible.\n<ul>\n<li>Now, both staff and clients can attempt a password reset up to two times every 15 minutes. If the limit is reached, resets are blocked for only 15 minutes instead of 24 hours.<\/li>\n<li>Additionally, password reset links are now valid for 24 hours, after which a new link will need to be requested if not used.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Alert for negative account balance now on dependent profile: <\/strong><span class=\"TextRun SCXW60587389 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW60587389 BCX0\">When a minor books a treatment like acne laser therapy or a teen facial, any associated fees or failed payments will now reflect on both the minor\u2019s and guardian\u2019s profiles. This update ensures financial clarity, making it easy for guardians to stay informed about balances and payment status for treatments booked under their child\u2019s account.<\/span><\/span>\n<ul>\n<li>You can find the new business policy by heading to <strong>Setup &gt; Business Policies &gt; Booking &gt; Restrict dependents from booking services if the payor has a negative balance.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Elevate Staff App<\/h3>\n<ul>\n<li><strong>Remove a client from the wait list via the Elevate Staff App: <\/strong>Staff can now remove clients from the wait list in the Elevate Staff App.<\/li>\n<\/ul>\n<h3>Notifications<\/h3>\n<ul>\n<li><strong>Purchase Option expiration email variable fixed<\/strong>: We\u2019ve fixed the behavior of the [Purchase Option expiry] variable so it now populates the Sales Receipt notification with the correct Purchase Option expiration date.<\/li>\n<\/ul>\n<h3>Discount Codes<\/h3>\n<ul>\n<li><strong>Select event Purchase Option when configuring discount codes:<\/strong> You now have the ability to select event Purchase Options when creating discount codes.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22195\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1.png\" alt=\"\" width=\"2560\" height=\"1113\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1.png 2560w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-300x130.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-1024x445.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-768x334.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-1536x668.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-2048x890.png 2048w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-920x400.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-600x261.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/event-PO-select-1-320x139.png 320w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<ul>\n<li><strong>Global Purchase Option changes will not reset applied discounts:<\/strong> Manually applied discounts on memberships will no longer be affected by changes to the membership\u2019s global settings.<\/li>\n<\/ul>\n<h3>Reports<\/h3>\n<ul>\n<li><strong>Unsupported report:<\/strong> The unsupported version of the Attendance with Purchase Option Summary report will be removed from Saved, Favorites, and the dashboard.<\/li>\n<\/ul>\n<h3>Rewards<\/h3>\n<ul>\n<li><strong>Discounted packages now available as redeemable prizes: <\/strong>Previously package were excluded from redeemable prizes in Rewards. Now, packages are included in the discounted redeemable prizes section, allowing you to offer packages as redeemable items through reward points.\n<ul>\n<li>Navigate to <strong>App Drawer<\/strong> &gt; <strong>View All<\/strong> &gt; <strong>Rewards<\/strong> &gt;<strong> Redeemable Prizes <\/strong>to check this out!<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22196\" src=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1.png\" alt=\"\" width=\"1610\" height=\"1088\" srcset=\"https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1.png 1610w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-300x203.png 300w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-1024x692.png 1024w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-768x519.png 768w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-1536x1038.png 1536w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-920x622.png 920w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-600x405.png 600w, https:\/\/www.wellnessliving.com\/blog\/wp-content\/uploads\/2024\/12\/redeem-prize-1-320x216.png 320w\" sizes=\"auto, (max-width: 1610px) 100vw, 1610px\" \/><\/p>\n<h3>Schedule<\/h3>\n<ul>\n<li><strong>Updated appointment slideout for cleaner view: <\/strong>The appointment slideout now features a cleaner design, making it easier to view appointment details at a glance from the client\u2019s attendance history and upcoming schedule.<\/li>\n<\/ul>\n<h3>Online Waiver<\/h3>\n<ul>\n<li><strong>New Staff role permission for booking clients with unsigned waiver: <\/strong>A new staff role permission, <strong>Book clients with an unsigned waiver<\/strong>, has been added under the <strong>Book services unpaid<\/strong> section in Schedule and Services. Staff with this permission can book clients into services even if their waivers are unsigned. If the permission is turned off, staff will be restricted from booking clients without signed waivers, and an error message will be displayed.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83c\udf89 We&#8217;re thrilled to announce our most recent software update, Release 24.62. \ud83c\udf89 We\u2019ve got a ton of updates and brand new features designed to improve your operations! Highlights include a new sales report, improvements to Forms, the customization of cancellation and no-show fees, and much more. Check out these [&hellip;]<\/p>\n","protected":false},"author":101,"featured_media":22212,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"disable_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[85],"tags":[628,2310,2277,609,2311,86,17843,2276],"class_list":["post-22020","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-release-notes","tag-business-management","tag-client-retention","tag-expert-advice","tag-marketing","tag-mobile-apps","tag-release-notes","tag-reward-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>Health and Beauty Release Notes October 2024 - WellnessLiving<\/title>\n<meta name=\"description\" content=\"Our Health and Beauty October 2024 Release Notes are packed with innovations that will 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