Client profile

In WellnessLiving, a client profile is a record of a client in your business. You can use a client profile to manage a client’s personal details, purchase history, attendance history, and more.

This article outlines the sections you can see on a client profile and the actions you can take in each section.

• Overview – Allows you to view and manage general information about the client, book the client into services and assets, sell products and services to the client through the store, switch to the client’s staff profile, sign in as the client, and more. For more information, see Client profile Overview page.
• Profile Details – Allows you to view profile information about the client, such as their name, email address, physical address, phone number, and more. For more information, see Modifying a client’s profile details and Changing a client’s notification settings.
• Notifications – Displays a client’s communications settings for your business’s automated notifications and marketing campaigns. From here, you can opt clients in or out of receiving email or SMS notifications that communicate their upcoming schedule and services, account management activities, and your business’s news and updates. For more information, see Changing a client’s notification settings.
• Relationships – Lists all the client’s relationships. You can add new relationships, as required.
• Activity – Provides information about activities the client has performed, such as making a purchase, booking an appointment, or canceling an appointment. For details, see Viewing a client’s activity.
• Attendance – Allows you to view the services the client currently has booked and the history of services the client has attended. Additionally, you can remove visits from the client’s attendance history. For details, see Viewing a client’s upcoming schedule and Viewing a client’s attendance history.
• Account – Provides access to the client’s list of passes and memberships, billing and account information, purchases made, and list of transactions. For details, see Viewing a client’s Passes & Memberships page, Viewing a client’s Billing & Account Balance page, Viewing a client’s Purchases page, and Viewing a client’s Transactions page.
• Rewards – Allows you to access the client’s Earn Points and Prizes pages, both of which are related to your rewards program.
• Contact History – Allows you to sort and view all the interactions the client has had with your business. Additionally, you can log offline interactions. For more information, see Viewing a client’s contact history.
• Documents – Allows you to view the client’s signed waivers, contracts, and form responses. You can also add and complete a form for the client, and upload files as attachments. For more information, see Contracts, Viewing, adding, and completing a client’s forms, Setting up your online waiver, and Adding, modifying, or removing attachments from a client’s profile.
• Transformation Log – Allows you to view and update the client’s transformation log. Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s transformation log.
• Goals – Allows you to view and update the client’s goals. Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s goals.

Related articles:

• Opening a client profile
• Opening a staff member’s client profile
• Default client profile fields
• Modifiable client profile details
• Customizing the client profile fields
• Client profile Overview page
• Modifying a client’s profile details
• Adding or removing rewards points from a client’s profile
• Managing a payment plan from a client’s profile
• Adding or updating a client’s profile image
• Adding, promoting, and removing a belt from a client’s profile
• Merging two client profiles
• Adding or removing an alert or flag from a client profile
• Adding, modifying, or removing attachments from a client’s profile
• Elevate Staff App: Managing client profiles
• FAQ: I have a client with duplicate profiles. Can I merge the profiles?