Enterprise Cloud

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An Enterprise Headquarters can push their business settings, such as services, Purchase Options, and client types, to one or more of their Enterprise Locations. Some push settings can function on their own, while others rely on other settings (dependencies) to function properly. When you push a setting with dependencies, those […]

One of the features available to corporate enterprises on WellnessLiving is travel mode. If travel mode is enabled, clients of a corporate enterprise can attend services at enterprise locations outside of their home location. When this occurs, the client is considered a travel member visiting a travel location. Travel member […]

The Reimbursement Summary by Location Report is an enterprise report that displays a summary of client reimbursements for each Enterprise Location. This report is only available to Enterprise Cloud customers. For more information, see Wellness programs. In this article: To view the Reimbursement Summary by Location Report: Headings in the […]

The Reimbursement Details by Location Report is an enterprise report that displays a list of client reimbursements, sorted by each Enterprise Location. This report is only available to Enterprise Cloud customers. In this article: To view the Reimbursement Details by Location Report: Headings in the Reimbursement Details by Location Report […]

The Leads by Location Report is an enterprise report that displays a list of leads, sorted by the Enterprise Location at which they were created. This report is only available to Enterprise Cloud customers. In this article: To view the Leads by Location Report: Summary cards in the Leads by […]

The Memberships Summary by Location Report is an enterprise report that displays a summary of client memberships that are active, on hold, expired, canceled, or converted at each Enterprise Location during the selected date range. This report is only available to Enterprise Cloud customers. If you click a value in […]

You can modify the duration of a pending or approved client transfer that was requested from a location to which you have access. When you modify a transfer, a new transfer request is sent to the location you are transferring the client into or out of. This request must be […]