Bulk billing a whole client group in one shot, recovering an abandoned checkout automatically, and letting clients update their own saved card, three of thirteen updates built to remove real front desk friction. Watch this to see which ones solve a problem you actually have.
Every fitness, wellness, or beauty business owner has a list of small, recurring frustrations that never quite justify a fix on their own: charging a group of clients one by one for an annual fee, a client calling to ask what happened since their last statement, a booking abandoned at checkout that never gets followed up on.
A single release can address more of these than expected, spanning billing, client experience, booking, and marketing automation. Bulk billing turns a manual, one-by-one charge into a single action across a client group. Abandoned checkout automation reaches out the moment someone drops off before completing a purchase or booking. Waitlist auto-fill promotes the next person the moment a spot opens, with no staff intervention needed.
None of these require a full workflow overhaul. Each one solves a specific, recognizable pain point, and picking even one to turn on this week is enough to feel the difference.
Key Moments
0:00 Intro
3:46 Bulk Billing for Client Groups
9:50 Flexible Statement Date Ranges
16:53 Tuition Plans on Client Profile
19:18 Recover Sales with Abandoned Checkout
33:31 Waitlist Position in Schedule Widget
34:53 New Booking Widget Fonts
37:24 Auto-Fill Waitlist on Capacity Increase
42:16 Achieve App Personalized Home
48:07 Clients Manage Saved Cards
51:36 Capture Client Photos in WellnessLiving
52:49 Accurate Check-In via Brivo and Passport
55:39 SMS One-Time Passcodes at Checkout
56:57 QuickBooks Online Integration Preview
1:00:33 Live Q&A
What You Will Learn
Bulk bill a client group for a fee like an annual charge or event cost in a single action instead of one by one
Generate a client's account statement for a custom date range directly from their profile
View tuition plan details and payment schedules right on a client's profile, including shared family plans
Set up an abandoned checkout automation that reaches out when a client leaves a purchase or booking incomplete
Let logged-in clients see their exact waitlist position instead of calling to ask
Match booking widget fonts to your brand across schedules, stores, and lead capture forms
Automatically fill open waitlist spots the moment class capacity increases, using your existing waitlist rules
Personalize the Achieve app home screen so clients see the bookings, progress, and actions most relevant to your business
Let clients manage their own saved payment cards while autopay protections stay in place
The fastest way to start is to pick one or two features that solve a problem you're actually dealing with right now rather than trying to set all thirteen up at once. Bulk billing and abandoned checkout tend to have the most immediate impact: one saves time on group charges, the other recovers revenue that would otherwise just disappear.
Bulk Billing Removes the One-by-One Charge
Charging a group of clients for something like an annual fee, a costume fee, or an event surcharge no longer means processing each person individually. Bulk billing lets a business select multiple clients, choose the item to charge, and either charge on the spot or bill to the account for later payment, with permission controls determining who can initiate charges and who can view the report.
Flexible Statements Answer "What Do I Owe?" Instantly
Account statements can now be generated for any custom date range, either automatically on a set schedule or on demand from a client's profile. This turns a common front desk interruption, a client asking what's changed since their last payment, into a quick lookup instead of a research project.
Abandoned Checkout Recovers Revenue That Would Otherwise Disappear
When a client starts a purchase or booking and then goes inactive for a set period, an automated email or text can follow up to help them complete it. Industry-wide recovery rates for this kind of campaign are commonly estimated in the 5 to 15 percent range, which can add up meaningfully over time with essentially no manual effort.
Waitlists Get Smarter on Both Sides
Clients can now see their own position on a waitlist instead of calling to ask, and when a class's capacity increases, the system automatically promotes the next eligible person using the business's existing waitlist rules rather than requiring manual reassignment.
Small Client Experience Upgrades Add Up
Clients can now manage their own saved payment cards, capture a profile photo directly through the platform without a separate upload, and receive checkout verification codes by text instead of email, all changes aimed at reducing the small requests that otherwise land on a front desk team.
A Cleaner Path to Reconciling Accounting
A native QuickBooks integration is on the way, designed as a one-way sync that keeps the business platform as the system of record while automatically reconciling sales, payments, and refunds each night, aimed at cutting down the manual reconciliation work many businesses currently do by hand.