If someone is a registered client in another business that uses WellnessLiving, they can still register with your business using the same email address they used at the other business. To learn how to add a new client or walk-in client who is not registered with any businesses that uses […]
Setting up clients
Guests are users who purchase items at your business without registering for an account. You can allow these users to make purchases through your Client Web App and Store Widget by setting any of the options under Guest Checkout in your store settings to ON. After a guest completes a […]
Problem When a client attempts to sign in to your business, they receive the error message: User with specified login is not registered. This issue may occur for the following reasons: A client profile doesn’t exist because the client hasn’t registered with your business. To resolve this issue, see To […]
Staff members can convert a walk-in client to a new or existing client from the schedule when booking an appointment or after an appointment has been booked. To learn how to add a new or walk-in client, see Adding a new or walk-in client. To convert a walk-in client to […]
Custom client types can only be deleted within 24 hours of being created as long as they are not assigned to any clients. Default client types, on the other hand, cannot be deleted. To learn how to change a client’s client type, see Manually changing the client type. To delete […]
This article describes all the advanced settings available when you are creating or modifying a client type. To learn about the general settings available when creating or modifying a client type, see Client type general information settings. Setting Description Priority Wait List When this checkbox is selected, clients of this […]
This article describes all the general information settings available when you are creating or modifying a client type. To learn about the advanced settings available when creating or modifying a client type, see Client type advanced settings. Setting Description Name Enter the name of the client type. Item Description Enter […]
You can modify the duration of a pending or approved client transfer that was requested from a location to which you have access. When you modify a transfer, a new transfer request is sent to the location you are transferring the client into or out of. This request must be […]
Using the Membership Transfers Report, you can transfer a client into or out of any enterprise location to which you have access. Transferring a client puts all their Purchase Options on hold at their home location and they must buy new Purchase Options at the new location. If the transfer […]
Using the Membership Transfers Report, you can approve or deny a client’s transfer request into or out of any enterprise location to which you have access. If you deny a transfer request, you must provide a reason. For example, the client owes their current location for past services. For more […]