Thank you for choosing WellnessLiving! This article outlines the onboarding process you’ll go through while you transition to our software. If you’re transitioning to WellnessLiving from another software provider, please don’t cancel your existing subscription independently. You and your Onboarding Specialist will work together to determine the best time to […]
Migration
There are two scenarios that may cause your clients’ Purchase Options to display the wrong number of visits. This number of visits may be incorrect after importing your data from Mindbody. When importing Purchase Options bought on Mindbody, only the number of visits remaining will be imported. This value will […]
While you’re getting familiar with your new WellnessLiving account, it’s important to know the features you can and can’t modify until your scheduled go-live date. For information on what happens after you’ve successfully migrated to WellnessLiving, see Post-migration verification. This article pertains to new WellnessLiving customers who are in the […]
After your data has been migrated from another software to WellnessLiving, you may notice that the number of sessions on client session passes do not properly add up when you check their account information. For example, a pass with 25 visits shows that 13 sessions have been used and 4 […]
Thank you for choosing WellnessLiving! Before you can successfully use all the available features and functions, you will need to review and configure various elements of the software. The following checklist will help you complete all the setup tasks required to make the most of your new business management software. […]
Though the import of your staff is included as part of the QUICK Setup from your current software provider, it’s very important to review them prior to your launch date to ensure the configuration is perfect; otherwise you may find staff aren’t able to perform key business functions. Review the […]
During your scheduled kick-off call, our Onboarding team will explain the datasets that can be migrated into WellnessLiving, including any limitations. Your Onboarding Specialist will provide you with spreadsheet templates into which you can include your data. After you have completed the data migration and onboarding process, you can follow […]