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 […]
Using the schedule
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: […]
You can create a SOAP or QUICK note for a client when they are booked for, or have attended, a service. When modifying a SOAP/QUICK note, you can also print, duplicate, and delete the note. To learn how to create or modify a SOAP/QUICK notes for appointments in the Elevate […]
When you view your schedule in day calendar view, each of your staff members has a column under which their services are listed. The order in which staff members are listed on the schedule can be rearranged on the Staff Members page. You can sort the staff member profiles alphabetically, […]
The icons displayed on the attendance list provide information about your clients, such as how they booked the service, their attendance status, and whether they’ve paid for the service. For a complete list of icons and their definitions, see Viewing an attendance list.
You can customize how the schedule is displayed to suit your individual needs. In addition to the customizations described in this article, you can also create and save filters for the schedule. For more information, see Filtering the schedule. Global settings for the appearance and behavior of your schedule, which […]
A client will be marked as a late cancel if they cancel a booked service outside of the early cancellation window for that service. By default, the early cancellation window for all services closes 24 hours before the service start time. When a client is marked as a late cancel, […]
If a client has unpaid visits on their account, you can reconcile them using an accepted payment method or a Purchase Option applicable to the service. You can reconcile unpaid visits from the store, the schedule, the attendance list, or the client’s profile. Alternatively, you can reconcile an unpaid visit from the Elevate Staff App or reconcile […]
You can filter the schedule by location, staff member, service type, or appointment status to display only the information you need. If you want to save your filter settings for future use, you can save your settings as a filter view. Saved filter views can be modified, deleted, set as […]