You can easily convert a guest profile into a client profile in cases where you’d like to manually add a guest as a client in your business. Converting a guest profile into a client profile will automatically send the client the welcome email. For more information, see Welcome email. To […]
Adding and transferring clients
If someone is a registered client in another business that uses WellnessLiving, they can still register with your business using the same email address they used at the other business. To learn how to add a new client or walk-in client who is not registered with any businesses that uses […]
You can modify the duration of a pending or approved client transfer that was requested from a location to which you have access. When you modify a transfer, a new transfer request is sent to the location you are transferring the client into or out of. This request must be […]
Using the Membership Transfers Report, you can transfer a client into or out of any enterprise location to which you have access. Transferring a client puts all their Purchase Options on hold at their home location and they must buy new Purchase Options at the new location. If the transfer […]
Using the Membership Transfers Report, you can approve or deny a client’s transfer request into or out of any enterprise location to which you have access. If you deny a transfer request, you must provide a reason. For example, the client owes their current location for past services. For more […]
The Membership Transfers Report is a client report for corporate enterprise that allows staff members to transfer clients between enterprise locations. This can be very useful for clients who are traveling for long periods of time or moving permanently and would like to continue using your business’s services. The duration of a […]
You can create a new client lead directly from your App Drawer and determine specific client information to be collected when adding a new lead. For more information, see Creating or modifying a Lead Capture Widget skin. These leads can also be tracked in your Lead Management Report. To create […]
The client list displays a list of clients who have signed up with your business. This list displays relevant profile details for each client, pulled from their client profile. You can filter the clients by creating custom search criteria using POWER Search. You can also book a class, contact a […]
Both clients and staff members can use your Self Registration Web App to quickly find any client already registered in your system. Changes to a client’s profile information, contracts, and waivers can be made directly from this interface. To find an existing client using the Self Registration Web App: Open […]
You can filter your client list to display only specific clients and then export the client list to a .csv, .xls, or .pdf file. To export the client list: Filter the client list, if necessary, to display the list of clients you want to export. To filter the client list, […]
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