You can view a client’s forms and their responses from their client profile in the Elevate Staff App. If a form is missing from the client’s profile, or it it’s not completed, you can add or complete the form on behalf of the client. To learn how to create a […]
Mobile & Web Apps
You can manage a client’s payment information in the Elevate Staff App. This includes: Viewing a client’s current account balance and make a payment to the account. Adding a credit card or ACH account ACH account information to a client’s profile, making purchases on the app quicker and easier. Removing […]
You can view and manage a client’s future bookings on their upcoming schedule and past bookings on their attendance history in the Elevate Staff App. From the Elevate Staff App, you can cancel upcoming bookings and add notes to bookings, if applicable. In this article: To view the client’s booking: […]
From the Achieve Client App, clients can view information about the business location they are currently signed in to, including the location’s description, contact information, business hours, staff members, photos, and reviews. For information about changing what information and options are displayed on this page, see Achieve Client App: Making […]
You can add new clients and modify clients’ profile information in the client profile of the Elevate Staff App. When adding a new client, make sure the client does not already exist in the database by searching their name. Staff members may not be able to modify all parts of […]
You can add new or existing clients as family members to a client’s profile in the Elevate Staff App. After adding a family member, you can set up the associated client profile to pay for products, gift cards, or services booked by that family member. For example, you can set […]
You can view a complete history of the actions that a client has taken on their client profile in the Elevate Staff App. This includes all bookings, attendance, rewards points, purchased products, session passes, and memberships. In addition, you can choose whether you want to view specific items, such as […]
Clients can use the Achieve Client App to write reviews for the services they attend and for your business. Reviews written in the Achieve Client App are limited to 3,600 characters. If your business has customized your web applications to enable social sharing, clients can also share these reviews on social media. You can also allow […]
Clients can disable their client account and profile with a business from the Achieve Client App. When a client disables their account from the Achieve Client App, the client profile is automatically deactivated and renamed to Redacted Redacted. All account history, including purchases and credit card numbers remain on the […]
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 […]