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Staff sign in

Knowledge Base Video Collection

Updated

Appointments

  1. Cancel an Appointment from the Attendance Tab

  2. Booking Multiple Sessions Tutorial

  3. Manage Appointment Categories

  4. Add Images to Your Appointment Types

  5. Selling Add-Ons to Your Appointments and Services

  6. Reschedule an Appointment

  7. How to Cancel an Appointment

  8. Book an Appointment on WellnessLiving

  9. Setting Up Services in Wellness Living
    ​

Automated Marketing

  1. Create Drip Campaigns Using Automated Marketing
    ​

Business Section

  1. Find Direct URLs for Appointments, Services, and Classes

  2. Delete a Location from Your Business

  3. Setting Up a Business Location Description

  4. Overview of Locations in the WellnessLiving System

  5. How To Set Up Your Online Waiver

  6. Add or Modify an Extra Location in WellnessLiving

  7. Set Up Business Policies

  8. Setting Up Business Hours

  9. Overview of Business Setup

  10. How To Add Business Hours

  11. How to Set an Image for Locations in WellnessLiving
    ​

Classes & Events

  1. Setting Up Wait lists on WellnessLiving

  2. Setting Up Waitlists for Events, Classes, and Appointments

  3. Enable a Waitlist for Your Services

  4. How to Delete a Class or an Event
    ​

Clients

  1. Create Client Groups and Custom Icons

  2. Create a Client Satisfaction Survey

  3. Client Type and Client Group Restrictions

  4. Setting Up Home Location for Clients

  5. Allowing Parents to Book for Kids and Sign Online Waivers for Kids
    ​

Client Profile

  1. Change Payment Options on a Client Profile

  2. Put a Membership on Hold or Deactivate a Purchase Option

  3. Managing Relationships within the WellnessLiving Platform

  4. View Clients with Memberships on Hold

  5. How to Merge Client Profiles

  6. Book for a Child Using the Client Profile

  7. Add a Relationship or Family Member from the Client Profile

  8. How to Add, Delete and Read Flags

  9. How to Add Family Members and Relationships on WellnessLiving Platform

  10. How to reconcile/credit an account balance

  11. Debit and Credit accounts

  12. Error Message When Adding a New Client
    ​

Client Portal (formerly Client Web App)

  1. Book an Appointment on the Client Web App

  2. Set Up Client Check-In
    ​

Dashboard

  1. Customizing Reports and Saving to Your Dashboard or Favorites

  2. Save a Favorite Report to Your Dashboard
    ​

Elevate Staff App

  1. General Overview of the App Drawer

  2. How To Set Custom Views in the Elevate App
    ​

Forms

  1. Add a Custom Image to Forms

  2. Adding Privacy Options To Your Forms

  3. Creating and Adding Forms to Your Services
    ​

Message Center

  1. Send Automated Messages to Specific Client Groups

  2. Easily Communicate with Client Groups

  3. Quick Contact Options

  4. Crafting Reusable Email Templates

  5. SMS messaging

  6. Using Email Variable in Notifications
    ​

Notifications

  1. Set up Client Notifications for Waitlist Promotions

  2. Set Up Review Request Notifications

  3. Setting Up Send Rules for Client Notifications

  4. Notifications Setup and Customization

  5. Set Up Send Methods for Automatic Notifications

  6. Copy Yourself or Staff Member on Notifications

  7. Set up a Do Not Disturb Time for Notifications

  8. How to Get Form Reminders for Your Clients

  9. Setting Up Staff Member’s Notifications

  10. Confirming Bookings with SMS Reminders
    ​

Purchase Options

  1. Refunding a Purchase in WellnessLiving

  2. Transfer a Purchase Option in WellnessLiving

  3. How to set a PO to auto-renew and remove auto-renew

  4. Intro Offers and How to Set Them Up

  5. Setting Up Session Passes for Promo Offers

  6. How To Put Multiple Memberships on Hold

  7. Modify Service Rules

  8. Clients Groups to Offer Exclusive Services, Products and Discounts

  9. Deactivating Purchase Options and Appointment Types

  10. Adding Contracts to Your Purchase Options

  11. Setting Up Memberships with Guest Passes

  12. Why isn’t my purchase option applying?

  13. How to Discount the First Month of a Membership
    ​

Reports

  1. Filter Reports, Client Lists, and Messages by Client Groups

  2. Accessing Email Campaign Reports

  3. See Which Clients Have Opted In or Out for Notifications

  4. Use Power Search to Find Clients By Home Location

  5. Power Search for Clients with Specific Purchase Options

  6. Use Power Search to Search for Age Brackets

  7. Use PowerSearch to Find Clients Without Credit Cards on File

  8. Edit Log and Why You Might Need It

  9. Understanding the Edit Log in Wellness Living

  10. Customize Reports with PowerSearch

  11. How To Create Your First Form

  12. How To: Look Up Gift Cards

  13. How To PowerSearch

  14. Edit Log Overview

  15. Gift Card Balances

  16. How to Run a Report for Client Referrals

  17. Transaction Reports and Voiding/Refunding Transactions

  18. Missing Field Reports

  19. Time Clock Management Tips
    ​

Rewards

  1. Rewards Options
    ​

Schedule

  1. View and Manage Waitlists from the Schedule

  2. Exploring Schedule Design Options

  3. Setting Up Available Hours for Assets

  4. Add an Appointment Type into the Schedule

  5. Arrange Staff Members on the Schedule

  6. How To Book Assets

  7. Customizing the Schedule Look and Feel

  8. Change to client name view on schedule

  9. Setting the First Day of the Week in Your Schedule

  10. How to Edit Staff Member Order on the Schedule

  11. How to Enable Drag-and-Drop on the Schedule

  12. How to Add Notes to Unavailable Time on the Schedule View
    ​

Staff Profile

  1. Add or Modify Services for Staff Members

  2. Overview of Staff Profiles

  3. Setting Up Staff Pay Rates

  4. Setting Up Staff Member’s Location

  5. Add Unavailable/Vacation Time for Staff Members

  6. View Staff Member’s Client Profile

  7. Add or Modify a Staff Member

  8. Staff Member Profiles

  9. Edit Staff Roles

  10. Deactivating and Activating Staff Members

  11. How to Change Email Address for staff members

  12. Adding Staff Members’ Working Hours
    ​

Staff Role Permissions

  1. Giving Staff Access to Billing and Account Balance

  2. Give Staff Access to view Client Passes and Memberships

  3. Give Instructors Permissions and to View Attendance Reports

  4. Assign Staff Roles within WellnessLiving
    ​

Store

  1. Gift Card Images and Printing Options

  2. How To: Adding Images to Appointments, Purchase Options, and Services

  3. Setting Up Predetermined Percentage Tips in Wellness Living Store

  4. Split Payments in the Wellness Living Store

  5. How to Edit Items in the Cart
    ​

WellnessLiving Explorer

  1. Pin a Featured Review to Your WellnessLiving Explorer Listing

  2. Pinning and Unpinning Items to the Navigation Bar

Coming Soon:

  • Achieve Client App

  • Alert Center

  • Belts

  • Collections

  • Direct Mail

  • FitLIVE

  • FitVID

  • Integrations

  • Online Store

  • Widgets

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