Each session pass, such as a duration pass or day pass, can be adjusted to offer clients the exact combination of items they need at the price you set. A session pass cannot be created using the same name as an existing session pass. If you want to name a […]
You can place a client’s session pass on hold if they are unable to access your services for an extended period due to an injury, illness, travel plans, and so on. You can also place an indefinite hold on a session pass if you do not want to set an […]
WellnessLiving allows you to change the activation date of a session pass or package, provided that the activation date was not originally set to “First visit”. For a description of the activation date, see Session passes or Package Advanced Settings, as applicable. If a package that is set to activate in the future contains […]
When Purchase Options are active, you can transfer them between clients. In the event where you want to charge one client for a Purchase Option, but apply the Purchase Option to another client’s account, you will need to transfer the Purchase Option. For example, if a mother pays for her […]
Session passes your clients have purchased can be deactivated for individual clients by staff members. When a session pass is deactivated, it can no longer be used to pay for services. Additionally, session passes can be reactivated provided they have not expired. This includes any session passes that might have […]
By default, only activated Purchase Options are displayed in the Purchase Options list. This means that if a Purchase Option has been deactivated, it will not be visible using the default filter settings. To view a deactivated Purchase Option: Click the Filter button : Click Status. Click Inactive to view […]
After a client buys an auto-renewing purchase option, such as a membership or session pass, you can disable auto-renew for that client’s individual purchase option. This change will only apply to that client’s purchase option. Other purchase options of the same type will not be affected. To disable auto-renew for […]
A purchase option, such as a membership or a session pass, can be configured to automatically convert into a new purchase option of the same type upon expiration. For example, if you require a minimum 3-month membership commitment from your clients, you can choose to sell a 3-month membership which […]
To promote your business and services, you can offer a Purchase Option to your clients for free. Be aware that any services that can be paid for using this Purchase Option will be available to that client for free. To learn how to offer a promotional Purchase Option to clients […]
You can modify an existing purchase option to change specific details, such as the description, price, and auto-renew rules. See the list below for details on what happens when you modify a purchase option: Purchase options sold in the future will be affected by all changes. Previously sold purchase options […]
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