Clients can connect their WellnessLiving schedule with their Apple Calendar and/or Microsoft Outlook Calendar through the Achieve Client App. After connecting their calendar(s), clients can synchronize them with the Achieve Client App so that their WellnessLiving services will automatically be displayed on their calendar. Additionally, clients who have connected their Microsoft […]
Client profile
From the Achieve Client App, clients can connect their Facebook accounts and/or Twitter accounts with their WellnessLiving client profiles. When connected to Facebook or Twitter, clients can share appointment bookings, reward points, and other Achieve Client App activity on their newsfeed or timeline. When connected to Facebook, clients can log in […]
You can configure the settings for your belts through your belts settings page. These settings will be applied to belt promotion requirements. The table below provides an explanation of how each setting works. Setting Description Reset class attendance requirements after promotion This option determines how your client gets promoted to […]
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 […]
You can manually set a client’s vaccination status to indicate whether they’re fully vaccinated, partially vaccinated, unvaccinated, or choosing not to disclose their vaccination status from the Overview page on their client profile. When you set a client’s vaccination status, it will be indicated by an icon next to their […]
Problem Incorrect information may get saved to a client profile because of the autofill feature on your browser. Autofill is a feature on website browsers that automatically fills form fields with previously saved information. This may cause issues when using the Staff Backend because the autofill feature can fill out […]
You can share a cell phone number between clients whose profiles are linked as family members. Once shared, all phone calls and SMS messages will be directed to this number. This action can be reversed at any time. A client must be added as a family member before you can […]
To associate important documents with a client, such as medical forms or preference sheets, you can upload attachments to their client profile. Waivers and contracts that have been signed by a client can’t be deleted from their profile. The maximum file size for an attachment is 15 MB. In this […]
This article contains a list of the client profile fields that are available and enabled by default. Each client’s personal information is displayed in their client profile. The information that can be entered is based on the default and custom client profile fields that you have enabled. For information about […]
You can view a client’s complete account balance history through their client profile. The client’s account balance history is a list of all the transactions the client has completed with your business using their account as the payment method. For more information, see Account Balance. In this article To view […]