Client Web App: Booking an event

Your clients can book a scheduled event through the Client Web App or have a staff member book the event for them.

To allow your clients to book an event, be sure to do the following:

• Create the event type and place it in the appropriate book now tab.
• Ensure the event allows clients to book online by adjusting the Client Online Booking options under the event’s advanced settings.
• Schedule an instance of the event.
• Configure your business booking policies.

To book an event using the Client Web App:

1. On the top menu, click Book Now.
2. Click the tab that contains the event that you’re booking. By default, this tab is named Enrollments. For more information, see Client Web App: Book Now tabs.
3. Find the event you want to book. You may have to browse the list, use the Search option, or filter the list to find the event.
4. If payment plans are available for the event, select the payment plan you want to apply from the Installment plans.
5. Click Enroll now.
   • If the business’s booking policies require it, sign in to WellnessLiving to continue.
6. If assets are required for the event, asset categories will be displayed under Asset. Next to each asset, click Edit to select the asset for your booking.
7. If you are booking an appointment for a family member, under Booking for, click the dropdown menu and select the name of the family member.
   • If your family member doesn’t have a profile, create an account by following the steps below:
     1. In the dropdown menu, click Add new relationship.
     2. In the Add new relationship popup, fill up the following information:
        1. Under First name, enter their first name.
        2. Under Last name, enter their last name.
        3. To allow your family member to use your email login credentials to sign in to their account, select the Use my email checkbox.
        4. Under Email, enter their email address.
        5. Under Transactions are handled by, choose whether you will handle all transactions on behalf of them.
        6. Under Relationship type to you, select the applicable relationship type.
     3. Click Create account.
8. If you can choose which sessions to attend, a list of event sessions is displayed. Under Available Sessions, select the checkbox next to each session you want to attend. If you want to attend all sessions, select the Select all checkbox. Click Next.
   • To remove a selected session, clear the checkbox next to the session you want to remove. To remove all selected sessions, clear the Select all checkbox.
   • If wait lists are enabled for the event, an orange Wait list tag will appear on the sessions that are full, letting you know that if you try booking the session, you’ll be placed on a wait list.
9. Under Documents, any contracts or forms required for the booking will be listed:
   • If a form must be completed, click Fill in form, complete the form fields, and click Submit.
   • If a contract must be signed, click Sign Contract, read and sign the provided contract, select I agree to use Electronic Signatures, and click Submit.
10. Pay for the service booking. Depending on the payment options, you may see any of the following:
    • If the option to pay in person is available, click Book & Pay Later to complete the booking without paying. Proceed to step 12.
    • If you own an applicable Purchase Option, click Complete booking. Proceed to step 12.
    • If you must buy a Purchase Option to pay for the service booking, click Book and Pay Now.
11. Select an available Purchase Option to pay for the service booking. Click Next.
12. On the Checkout page, review the shopping cart and make any necessary changes:
    1. Select a payment method:
       • If you don’t have a payment method saved to your profile, enter the information for the payment method you’ll be using for the purchase.
       • Under Select a payment method, select each payment method you want to use. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required.
         • To add a new payment method, select Add a new [payment method], and enter the details for the payment method.
    2. Apply a gift card or discount to the purchase:
       • If you have a gift card, enter the code in the Gift card field and click Apply.
       • If you have a discount code, enter the code in the Discount code field and click Apply.
    3. Click Checkout.
13. Your booking is complete. Depending on the booking policies selected by the business, you may see any of the following:
    • A receipt with the Purchase number, along with Email receipt or Print receipt buttons to either email or print a receipt. For more information, see Printing receipts and Emailing receipts.
    • A Book another service button to book another service.
    • A Share button to share your booking on social media and accumulate rewards points.