You can change a client’s profile details at any time. Below is a list of the details that can be modified on a client’s profile, each with a detailed explanation about what this change will affect. For more information about client profiles, see Client Profile.
|FIRST NAME||The client’s first name. Changing the information in this box will change the client’s first name throughout WellnessLiving, including on reports and attendance lists.|
|LAST NAME||The client’s last name. Changing the information in this box will change the client’s last name throughout the system, including on reports and attendance lists.|
|EMAIL ADDRESS||The client’s email address. This email address is used by the client to sign in to client areas of the system. All client email notifications will be directed to this email address.|
|Disable login account||If you click this, the client can no longer sign in. This option then turns into a Create Log In Account checkbox. Select this checkbox to allow the client to sign in again.|
|PASSWORD||The password that the client will use to sign in to client areas of the system. To change the password, click Change.|
|CELL PHONE||The cell phone number at which the client can be contacted. SMS client notifications will be directed to this number.|
|HOME PHONE||The home phone number at which the client can be contacted.|
|WORK PHONE||The work phone number at which the client can be contacted.|
|DATE OF BIRTH||The client’s birthday. Any promotions, notifications, or reports that reference the client’s birthday will reference this entry.|
|GENDER||The client’s gender.
Contact WellnessLiving to make gender neutral option available for your staff members and clients.
|ADDRESS||The client’s home or work address. This entry can be used for billing and promotional purposes.|
|CITY||The city of the client’s home or work address.|
|POSTAL/ZIP CODE||The postal or zip code of the client’s home or work address.|
|HOME LOCATION||This represents the business location that the client frequents. If your business has multiple locations, the list can be used to change the location. This will make the chosen location the default selected location option for this client when booking classes, making purchases, and so on. For more information, see Setting a client’s home location.|
|REFERRED BY||If the client was referred to your business by another client, the referring client’s name and email address is listed here. Enter a client’s information to add them as the referrer or click the Edit button to change the referrer.|
|LEAD CREATED BY||If the client was manually added as a lead, the name of the staff member who added the client is listed here. Use the list to select a different staff member.|
|Custom Client Fields||Any custom fields that you have created can also be modified here to represent the correct information. For more about these fields, see Custom client fields.|