Question A client has noticed a reduced number of visits on their session pass that doesn’t match the attendance restriction allowance. This happened because an auto-renewing session pass with unlimited visits was placed on hold and has attendance restrictions. As a result, the number of visits allowed in the attendance […]
Purchase Options
If a client buys a Purchase Option that’s associated to a specific client type and that client type is later changed in the global settings, the client won’t lose access to their Purchase Option even if they aren’t the new client type.
From the Achieve Client App, clients can view previous and upcoming payments for each of the memberships they own. For information about viewing a payment schedule from the Client Web App, see Client Web App: Viewing a membership payment schedule. For information about viewing a client’s payment schedule as a […]
If you want the price of a Purchase Option to change when it expires, you must set the Purchase Option to convert when it expires. You can set all Purchase Options that have been previously sold to clients to convert by changing the global settings. Similarly, you can set a […]
To change the automatic renewal for a previously sold Purchase Option, you must set the Auto-Renew option on a client’s Passes & Membership page to ON or OFF. For more information, see Disabling auto-renew for an individual Purchase Option.
If an Enterprise Headquarters changes a Purchase Option’s global settings, the changes are only applied to the Purchase Options sold from their location. To apply the global settings changes to the Purchase Options sold at Enterprise Locations, the Enterprise Headquarters must push the updated settings to their Enterprise Locations. When […]
If you add or update a contract that’s required for a Purchase Option, clients who already own the Purchase Option will be prompted to sign the new or updated contract the next time they sign in to WellnessLiving. If a contract is added globally to a Purchase Option, clients who […]
To change the commissions on a Purchase Option that’s already owned by a client, you must use the Manage Staff Commission option on the client’s Passes & Memberships page. For more information, see To assign a commission on a previously sold Purchase Option in Managing a staff member’s commission. Changes […]
If you want previously sold versions of a Purchase Option to be available for a different service, you must update the Access to [service] option in the Purchase Option’s global settings. To apply the changes to Purchase Options that were edited for individual clients, you must set the Apply to […]
An unused drop-in session owned by a client can be deactivated by a staff member. When a drop-in is deactivated, its status is set to Inactive, and it can no longer be used to pay for services. Inactive drop-ins can be reactivated provided the remaining session hasn’t been used. By […]
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