Managing clients

Elevate Staff App: Viewing a client’s schedule

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 […]

Guests

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 […]

Modifying a client’s vaccination status

You can manually set a client’s vaccination status to indicate whether they’re fully vaccinated, partially vaccinated, unvaccinated, or choosing not to disclose their vaccination status from the Overview page on their client profile. When you set a client’s vaccination status, it will be indicated by an icon next to their […]