Staff

The Staff Widget is a type of widget that allows clients to view your staff members directly through your website or Facebook page. You can configure the widget to allow clients to display staff members from all your locations or staff members from a specific location. When a client selects […]

After a client has booked an appointment, a tip can be added for a staff member from the schedule. Tips added using this method will appear as a separate line item on the Payroll Details Report on the date the appointment was scheduled. To add a tip to an appointment: […]

Staff members can initiate a password reset for other staff members or clients. Staff members must have the Manage staff profiles and Manage client profiles permissions enabled to initiate a password reset for another staff member or client, respectively. For more information, see Staff role permissions. If a client or […]

Staff members can connect their WellnessLiving profiles to their Google, Twitter, Facebook, and Microsoft accounts: Staff members can sign in to the Client Web App or the Elevate Staff App using their Facebook account. Staff members can sign in to the Client Web App using their Twitter account and share […]

You can configure the store settings in WellnessLiving to allow your staff members to receive tips (or gratuities). There are two ways your staff members can receive tips: You can enable a Tip field to appear at checkout in the store. For more information, see Setting up tips for staff […]

By default, when a new client is added to your list of Constant Contact clients, the system will automatically send an email to welcome the new client to your business. If you have set up a welcome email in WellnessLiving and do not want to send multiple emails to clients […]

Though the import of your staff is included as part of the QUICK Setup from your current software provider, it’s very important to review them prior to your launch date to ensure the configuration is perfect; otherwise you may find staff aren’t able to perform key business functions. Review the […]

If you want to send automated notifications to only specific client types or groups, you can do so by modifying the email send rules of your automated notifications. Modifying the email send rules will affect not only automated emails, but automated SMS messages and push notifications that are enabled as […]

Only activated or enabled notifications are shown in the Client Notification and Staff Notification lists by default. This means that if a notification has been disabled or deactivated, it will no longer show in the list by default. To locate disabled notifications: On the Notifications menu, click Staff Notifications or Client Notifications. Click […]

A push notification is a message that’s automatically sent by the Achieve Client App or Elevate Staff App to alert a client or staff member via their mobile device. These messages may be reminders to renew an expiring membership, requests to confirm a booked class, or any other note regarding […]