This article describes all the settings available on the Business Policies page. For more information about business policies, see Business policies.
|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.
|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] [%/$] [number] |
Example: Clients who have  [No Shows Only] in  [month] [Charge Them] [$]
|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.|
|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.|
|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:
|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.