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 […]
Clients
In the event that your WellnessLiving contacts aren’t automatically integrating with your Mailchimp account, you can manually upload your WellnessLiving contacts to Mailchimp by exporting your contacts from WellnessLiving and importing them to Mailchimp. In this article: To export your WellnessLiving contacts: In the Client Data Report, set the date […]
If you want to cancel the conversion set for a client’s Purchase Option, you can do so from the client’s Passes & Memberships page. To cancel a Purchase Option’s conversion: On the side menu, click Account. On the Account menu, click Passes & Memberships. In the list, find the Purchase […]
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 enable or disable individual staff and client automated notifications across your business. Enabled notifications will be sent to all clients and staff members with the appropriate notification settings. Disabled notifications will not be sent. For information about modifying your automated notification templates and send rules, see Customizing automated […]
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 […]
Events purchased by clients can be canceled or deactivated by staff members. Canceling an event purchase from a client’s profile removes the client from all upcoming sessions. When an event purchase is canceled or deactivated, it can’t be used to pay for future event sessions. When an event purchase is […]
Using the Elevate Staff App, staff members can view a client’s upcoming schedule and attendance history. Information for services displayed on a client’s upcoming schedule and attendance history include the date of the service, its duration, the staff member who is providing the service, and any assets included with the […]
If clients need to know how many visits they have left before the expiry date of a membership or session pass with attendance restrictions, they can log in to the Client Web App, click My profile, and then click the Passes & Memberships tab. The number of sessions they can […]
Problem A client or staff member didn’t receive an email notification that should have been sent as an automated notification to their Gmail account. This can occur for several reasons. Before you attempt any of the solutions listed below, we suggest you check the following articles to rule out other […]