Business policy settings

This article describes all the settings available on the Business Policies page. For more information about business policies, see Business policies.

 

Setting Description
Clients must book a minimum of [number] [duration] before the start time of a session. The minimum amount of time before the start of a session that a client can book the session. Example: If the value is set to 12 hours and it is 7:00 a.m., and the Class your client wants to book starts at 5:00 p.m., the client cannot book the Class.
Clients can book a maximum of [number] [duration] before the start time of a session. The maximum amount of time before the start of a session that a client can book a session. Example: If the value is set to 3 months and it is currently July, your client cannot book a Class for November of that year.

NoteThis business policy can affect Events that require clients to book all sessions at once. If you plan to require clients to book all sessions of an Event, the sessions must occur within the time frame specified here. Otherwise, clients will not be able to book the entire Event. For example, if you set this policy to a maximum of one week and create an Event that lasts two weeks and requires clients to book all sessions at once, no clients will be able to book that Event. To allow clients to book that Event, you would set the policy to at least two weeks.
Clients must cancel a minimum of [number] [duration] before session without incurring a penalty. The minimum amount of time before a booked session that a client can cancel without incurring a penalty. Example: If the value is set to 24 hours and your client has a Class on Tuesday at 4:00 p.m., the client must cancel before Monday at 4:00 p.m. of the same week to avoid incurring a penalty.
NoteClients will not incur a penalty if they cancel a session within the set grace period.
Auto-cancel prospects up to [number] [duration] before a session. The amount of time before a session that a prospective client, who booked through a promotional website (a third-party website integrated with WellnessLiving’s Class Schedule which offers free classes), will be removed automatically to accommodate paying clients belonging to your business who are trying to book the session.
Clients who have [number] [No Show/Late Cancel] in [number] [duration] [action] [%/$] [number] Example: Clients who have [5] [No Shows Only] in [1] [month] [Charge Them] [$][20] When this option is set to ON, you can set the maximum number of no shows, late cancels, or no shows and late cancels that a client can accrue during the set amount of time before their account is either charged for the set amount or flagged to be closed.
Enable a grace period of [number] [duration] after booking to cancel the session without penalty. When this option is set to ON, clients can book a Class and cancel it within the grace period without incurring any penalties.
Disable clients from using purchase options that have not signed the contract. When this option is set to ON, clients cannot use a Purchase Option that has a contract, unless they have signed that contract.
Clients can only book sessions within their current paid period. When this option is set to ON, clients can only book sessions within the duration of time the applicable Purchase Option is active.

This setting does not affect staff members with the staff role permission Book clients outside their current paid period.

Disable booking for client with negative balance. When this option is set to ON, clients who owe money to your business will not be allowed to book sessions.
Enable client recurring booking. When this option is set to ON, clients can book their own recurring Appointments and recurring Classes from the Client Web App.
NoteWhen no end date is selected, the system books six months' worth of recurring Appointments. After one month, and every month thereafter, the system books another month’s worth of Appointments to maintain six months’ worth of bookings for the client.
NoteThe business policies in effect at the time of the original booking are used for all recurring bookings, even if the policies are changed at a later date.
Enable Wait List/ Disable Wait List Determines whether clients can join a wait list for a session that is fully booked.
Enable Automatic Wait List Promotion – Up to [number] [duration] before the session start time / Require client confirmation to be promoted from the Wait List – Client must confirm within [number] [duration] Determines whether the client will be booked for a session from the wait list automatically, or if they must confirm their booking to be booked. Confirmation is required via email.
By default mark client as [status] Determines which status is automatically assigned to clients after a session is finished:

  • Checked-in: Treats all clients as if they checked in. This requires the instructor to manually change those who did not show up to No-show.
  • No-show: Treats all clients as if they did not show up. This requires the instructor to manually change those who attended to Checked-in.
  • Pending: Treats all clients as pending. This requires the instructor to change each client who attended to Checked-in, and each client who did not show up to No-show.
After [number] minutes of inactivity staff members will be signed out and moved to sign in page. When a staff member has been inactive for this amount of time, they will be automatically signed out of the system and returned to the sign-in page. The value must be between 2 and 720 minutes.
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