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 […]
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 […]
Question I want to send a one-time (not recurring) push notification to the clients that use our mobile app. How do I do this? Before you begin Check the WellnessLiving glossary for information about any unfamiliar terms. You may want to open the following articles in a new tab. We’ll […]
Question When entering a client’s information into the Search field in the Top Nav Bar, the client doesn’t appear in the results. How do I find the client? Before you begin Answer There are five possible reasons why a client may not appear in your search results.
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 […]
Clients can change their language preferences from the default of English to their preferred language from the Achieve Client App. Changing language preferences in the Achieve Client App won’t affect the language displayed in the Client Web App. To set a language preference from the Achieve Client App: Tap the My Profile tab. […]
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 […]
From the Achieve Client App, clients can connect their Facebook accounts and/or Twitter accounts with their WellnessLiving client profiles. When connected to Facebook or Twitter, clients can share appointment bookings, reward points, and other Achieve Client App activity on their newsfeed or timeline. When connected to Facebook, clients can log in […]
With the visual editor, you can easily customize the email templates used in your automated marketing and notifications. The visual editor’s drag-and-drop feature allows you to easily add and design new content for your email templates. You can use the visual editor to modify any customizable email template in WellnessLiving. […]
Using the Achieve Client App, clients can control which types of notifications and automated marketing messages they receive from a business. For information about changing a client’s notification settings from the Client Web App, see Client Web App: Changing the notification settings. If a client is receiving unwanted push notifications, they […]
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