When clients are booking services for their family members, there are different rules that might decide how the family member’s profile information is managed. The table below outlines the different booking rules and expected behaviors when clients are booking services for their family members. To learn how clients can manage […]
Client relationships
If a client is using a shared address from a family member’s profile, you must remove them as a family member before you can modify their address information. For example, if a child is using their parent’s address and needs to update this information because they’ve moved to a new […]
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 […]
Clients can use the Client Web App to view their upcoming schedule, attendance history, and the details for their booked services. Clients can also check in to or cancel a service booking from their schedule. For more information, see Client Web App: Checking in to a service and Client Web […]
Once relationships are created between two client profiles, you can configure them so that one client pays for all the transactions of their relation(s). For example, a parent can pay for all the transactions of their children. When a parent is assigned as a payer for a child, the child’s […]
Staff members can book appointments, classes, and events for a client’s family members who don’t have access to WellnessLiving, or who cannot do it themselves. To learn how clients can book Appointments, Classes, and Events for their family members, see Client Web App: Managing family members. To book a service […]
You can add and remove family members from a client’s profile. When a family member is added to a client’s profile, they can perform actions on each other’s behalf, as well as share emails and Purchase Options. Additionally, a family member can opt to pay for another family member’s transactions. […]
Family members are clients that are associated with other clients. These associations are referred to as relationships in WellnessLiving. A client profile can be linked to another client’s profile by a family member relationship (for instance, child, friend, guardian, parent, sibling, spouse, or other). Linked profiles can perform actions on […]