Guests are users who purchase items at your business without registering for an account. You can allow these users to make purchases through your Client Web App and Store Widget by setting any of the options under Guest Checkout in your store settings to ON. After a guest completes a […]
Client types
Custom client types can only be deleted within 24 hours of being created as long as they are not assigned to any clients. Default client types, on the other hand, cannot be deleted. To learn how to change a client’s client type, see Manually changing the client type. To delete […]
This article describes all the advanced settings available when you are creating or modifying a client type. To learn about the general settings available when creating or modifying a client type, see Client type general information settings. Setting Description Priority Wait List When this checkbox is selected, clients of this […]
This article describes all the general information settings available when you are creating or modifying a client type. To learn about the advanced settings available when creating or modifying a client type, see Client type advanced settings. Setting Description Name Enter the name of the client type. Item Description Enter […]
Clients can be manually or automatically assigned a client type when they purchase a session pass or membership. Each client type falls under a specific client type category. If a client is eligible to be listed as multiple client types, only the client type with the highest priority will be […]
You have the option of manually changing the client type assigned to a client. To do so, you must change it from the Client Profile page. When you manually change an assigned client type, the display name of the client type changes to red. For additional details, see Client Types. […]
Client types allow you to easily categorize, organize, and manage your clients. The default client types in WellnessLiving indicate the types of Purchase Options a client has purchased from your business and whether those Purchase Options are active or expired. For example, when a client purchases a membership, the system […]
You can customize your client types to meet the needs of your business. You can create new client types and modify the default client types. When creating custom client types, you can set certain privileges and discounts that apply to that client type. For example, you may create a VIP […]
Prospective clients are clients that are not yet fully involved in your business. Prospective clients can be: Walk-ins – Prospective clients who drop by your business for the first time and want to use promotional or introductory offers to gain access to your services. Staff members can add a walk-in […]
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