When you migrate from your previous software provider to WellnessLiving, your historical client data is imported into WellnessLiving. This includes a client’s attendance history. To see how many sessions a client attended before you started using WellnessLiving, simply open the client’s attendance history. The number of sessions the client attended […]
You can cancel all of a client’s upcoming services from their client profile. If you only want to cancel one or more specific services, see the relevant article: Canceling an Appointment Canceling a Class booking Canceling an Event booking Canceling a Book-a-Spot asset booking To cancel all upcoming services for […]
Staff members can use QUICK Auto Check-In to check a client into a booked service or gym visit directly from the search bar at the top of any WellnessLiving page if that service is the only service the client is booked into today. To check a client into a service […]
You can manually check a client into a gym visit from the client’s profile. After checking a client into a gym visit, the new visit is listed on the client’s attendance history. This function is available only if your business type has gym visits enabled.You can only add gym visits […]
You can view all the services a client has booked and assets they have used on their attendance history, which can be found through their client profile. Using the attendance history, you can change the client’s attendance record and reconcile unpaid visits. To learn how to view a client’s upcoming […]
You can view a client’s future bookings on their upcoming schedule, which can be found through their client profile. From here, you can also reconcile unpaid visits. To learn how to change a client’s attendance in their upcoming schedule, see Changing a client’s attendance record. To learn how to view […]
You may want to view your client’s unpaid visits history, whether it is to reconcile their unpaid visits, or to simply keep track of how many sessions they have not paid for. You can do this by viewing their Attendance History in their client profile. To view your client’s unpaid […]
In a client’s activity log, you may notice that the staff member listed for a service is not the instructor who led the service your client attended. This happens because a client’s activity log does not reflect changes made to a service after the service has begun. For example: If […]
Problem You are unable to add a client to a class. This may occur if the session pass or membership does not apply to the desired class, has not yet been purchased, has not been activated, or has expired. Solution Issue Resolution Your client did not purchase a valid session […]
Attendance restrictions limit the number of times a client can use a Purchase Option on services offered by your business within a set time period. Attendance restrictions can be set up to reset following a calendar cycle or a payment cycle. When modifying a Purchase Option, you can choose one […]
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