Using the Elevate Staff App, staff members can add, modify, or remove a note from a client’s profile. A note can be used to communicate important information about the client or flag them, preventing the client from booking services online at your business locations. When a client is flagged, the […]
Elevate Staff App
After you create and activate a gift card, staff members can sell it to clients on the Elevate Staff App. Gift cards sold on the Elevate Staff App can only be emailed to a recipient. To sell a gift card: Tap the Store tab. Under Choose your location, select the […]
Staff members can receive and view alerts from the Alert Center using the Elevate Staff App. In the Elevate Staff App, the number of unread alerts will be indicated on the Alerts tab. If a staff member doesn’t have the Elevate Staff App open when they receive an alert, a […]
You can view a client’s forms and their responses from their client profile in the Elevate Staff App. If a form is missing from the client’s profile, or it it’s not completed, you can add or complete the form on behalf of the client. To learn how to create a […]
You can manage a client’s payment information in the Elevate Staff App. This includes: Viewing a client’s current account balance and making a payment to the account. Adding a credit card or ACH account information to a client’s profile. Removing a saved payment method. Setting a default payment method. When […]
You can view and manage a client’s future bookings on their upcoming schedule and past bookings on their attendance history in the Elevate Staff App. From the Elevate Staff App, you can cancel upcoming bookings and add notes to bookings, if applicable. In this article: To view the client’s booking: […]
You can add new clients and modify clients’ profile information in the client profile of the Elevate Staff App. When adding a new client, make sure the client does not already exist in the database by searching their name. Staff members may not be able to modify all parts of […]
You can add new or existing clients as family members to a client’s profile in the Elevate Staff App. After adding a family member, you can set up the associated client profile to pay for products, gift cards, or services booked by that family member. For example, you can set […]
You can view a complete history of the actions that a client has taken on their client profile in the Elevate Staff App. This includes all bookings, attendance, rewards points, purchased products, session passes, and memberships. In addition, you can choose whether you want to view specific items, such as […]
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 […]