Modifying an email template using the visual editor
With the visual editor, you can easily customize the email templates used in your automated marketing and notifications. The visual editor’s drag-and-drop feature allows you to easily add and design new content for your email templates. You can use the visual editor to modify any customizable email template in WellnessLiving. […]
FAQ: Why can’t I deactivate a staff member’s profile?
Before you can deactivate a staff member, you must remove the staff member from all services. If the staff member being deactivated has any scheduled services, you must cancel the services or substitute them with another staff member. For more information, see Substituting staff members for classes and events and […]
Staff member profiles
In WellnessLiving, a staff member profile is a record of each staff member who works for your business. You can use a staff member profile to manage a staff member’s general information, the services they provide, their pay rates, and more. For more information, see Staff member profile fields. Additionally, […]
Connecting a staff member’s Outlook Calendar
You can connect and sync a staff member’s Outlook Calendar with WellnessLiving. When connected, staff members will be able to add their service bookings on the WellnessLiving schedule to their Outlook Calendar. If a virtual service is scheduled, the virtual meeting link will be automatically added to their Outlook Calendar […]
Elevate Staff App: Viewing alerts
Staff members can receive and view alerts from the Alert Center using the Elevate Staff App. In the Elevate Staff App, the number of unread alerts will be indicated on the Alerts tab. If a staff member doesn’t have the Elevate Staff App open when they receive an alert, a […]
Alert Center
The Alert Center is an area in WellnessLiving where staff members receive alerts about certain activity within the system, such as client bookings or new Message Center messages. Staff members can also receive alerts on the Elevate Staff App. For more information, see Elevate Staff App: Viewing alerts. Each staff […]
Managing your Alert Center settings
Each staff member at your business has an Alert Center where they can find updates about activity at your business. Staff members can choose to receive alerts related to their own activity and services or alerts for all staff members, or they can turn alerts off. Additionally, they can choose […]
Alert types
Alerts are in-software notifications that are sent to staff members whenever certain events occur, such as new service bookings. Alerts are found within the Alert Center. This article describes the different types of alerts available in the system. To learn how to customize your alert settings, see Managing your Alert […]
Enabling or disabling automated notifications
You can enable or disable individual staff and client automated notifications across your business. Enabled notifications will be sent to all clients and staff members with the appropriate notification settings. Disabled notifications will not be sent. For information about modifying your automated notification templates and send rules, see Customizing automated […]
Switching between businesses
If your staff member has a staff member profile in different businesses with WellnessLiving, they can easily switch between businesses to manage clients and their schedules in each business. Staff members can select the business they want to sign in to by going to their profile flyout menu. To learn […]