Managing clients

Why can’t I refund transactions?
Question When attempting to refund a transaction, I don’t see the Refund option. Why can’t I refund the transaction? Before you begin Answer There are two possible reasons why you can’t refund transactions. The transaction batch hasn’t been processed A transaction can be refunded until after the batch is processed […]
Why can’t I void transactions?
Question When attempting to void a transaction that is made in error from the client’s profile or from the All Transaction Report, I don’t see the Void Transaction option. Why can’t I void a transaction? Before you begin Answer There are two possible reasons why you can’t void transactions. It’s been […]
Achieve Client App: Connecting a client’s Apple Calendar or Outlook Calendar
Clients can connect their WellnessLiving schedule with their Apple Calendar and/or Microsoft Outlook Calendar through the Achieve Client App. After connecting their calendar(s), clients can synchronize them with the Achieve Client App so that their WellnessLiving services will automatically be displayed on their calendar. Additionally, clients who have connected their Microsoft […]
Relationship booking rules
When clients are booking services for their family members, there are different rules that might decide how the family member’s profile information is managed. The table below outlines the different booking rules and expected behaviors when clients are booking services for their family members. To learn how clients can manage […]