Below is a list of frequently asked questions about reports in WellnessLiving. If your question isn’t addressed in this article, please contact WellnessLiving Support.
Occasionally, a client may possess multiple gift cards and intend to use them on a single purchase. However, during checkout, the client may only use one gift card per transaction. To work around this, the value of the gift cards must be added to the client’s account balance. A staff […]
Below is a list of frequently asked questions regarding Finance – QuickBooks Integration. If your question isn’t addressed in this article, please contact WellnessLiving Support.
FAQ: How can my clients find out how many remaining sessions they have for Purchase Options with attendance restrictions?
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 […]
After a client interacts with an item (like a product or service) in WellnessLiving by booking or purchasing it, that activity is tracked and returned in your reports. To ensure consistent, accurate reporting, any items clients interact with must remain in your WellnessLiving business. For example, if you create a […]
There are two scenarios that may cause your clients to receive multiple copies of your emails. If some of your clients are receiving multiple copies of an email when you contact a group of clients, it’s because the staff member who sent the email set the Send to each profile […]
Staff members can convert a walk-in client to a new or existing client from the schedule when booking an appointment or after an appointment has been booked. To learn how to add a new or walk-in client, see Adding a new or walk-in client. To convert a walk-in client to […]
When you migrate from your previous software provider to WellnessLiving, your historical client data is imported into WellnessLiving. This includes a client’s attendance history. To see how many sessions a client attended before you started using WellnessLiving, simply open the client’s attendance history. The number of sessions the client attended […]
You can send a maximum of 4,000 emails per hour or 40,000 emails per day to your clients, regardless of the number of locations in your business. When you’ve reached the sending limit, your emails will automatically be added to a queue to be sent later. This can sometimes cause […]
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