To ensure that every session in a client’s recurring booking is paid for, staff members can choose to apply an auto-renewing session pass to the recurring booking. There are three methods by which a staff member can apply a client’s session pass to a recurring booking. Method 1: Booking the […]
If a client cancels an appointment that was booked through the purchase of a single session, you can reschedule the same type of appointment for the client and use the single session to pay for the visit. Each single session purchased by a client is only applicable to that specific […]
Currently, Zoom is the only hosting platform for virtual services that can be directly integrated with WellnessLiving. If you prefer to host your virtual services on a different platform, you can configure your Appointments, Classes, or Events to include a link to the non-integrated platform. First, set up your service […]
Staff members can book multiple clients at once into a scheduled class. Using this method overrides any restrictions or rules set on the class. For example, if you book 15 clients at once into a class that has a maximum capacity of 12 attendees, all 15 clients will be booked […]
The order in which services appear on the schedule and the Custom Schedule Widget is dependent on the time of the service and their order on their respective pages in the Setup menu. Appointments and assets will not be displayed on the Custom Schedule Widget. Below is a list of […]
Reserve with Google allows your clients to book appointments, classes, and events with your business directly through Google. To allow your clients to book through Google, you must first enable Reserve with Google for your business or location. To book a service through Google: Open Google in a browser window. Enter the name […]
Staff members can use the Elevate Staff App to reconcile a client’s unpaid visits. If you’re reconciling an unpaid visit with a time-sensitive purchase option, such as a three-month membership, the activation date of the purchase option automatically changes to the date of the unpaid visit. This change occurs if […]
If you have deactivated staff members, they may display on the Staff Filter in the schedule filter options. To ensure inactive staff members do not appear on the schedule filter, clear the Services and Location checkboxes in the inactive staff member’s profile. For more information, see Setting a staff member’s services
You can view the attendance list of a class or event from the schedule. From an attendance list, you can: Contact clients who are booked into the service. Book clients into the class or event. Navigate to the enrollment list for the event instance. View or change information about clients […]
In this article, you will find a complete breakdown of what you see on the appointment menu that appears when you click an appointment on the schedule. Element Description Appointment information Information about the booked appointment is shown at the top of the menu. The following information is displayed: […]
