Client profile

To access a client profile, search the client’s name in the Top Nav Bar, then click their name in the list.

Understanding the client profile

In WellnessLiving, a client profile is a record of a client in your business. You can use a client profile to manage a client’s personal details, purchase history, attendance history, and more.

Each client profile is made up of sections that include specific information about the client:

Overview

• View and manage general information about the client.
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• Book the client into services.
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• Sell products and services to the client through the store.
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• Switch to the client’s staff profile.
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• Sign in as the client.
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• For more information, see Client profile Overview page.
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Profile Details

• View profile information about the client, such as their name, email address, physical address, phone number, and more.
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• For more information, see Modifying a client’s profile details and Changing a client’s notification settings.
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• You can also add or update the client's profile photo directly from this page by uploading an image or taking a live photo using your device camera. For more information, see Add or change a client's profile image.
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Notifications

• The client’s communications settings for your business’s automated notifications and marketing campaigns.
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• From here, you can opt clients in or out of receiving email or SMS notifications that communicate their upcoming schedule and services, account management activities, and your business’s news and updates.
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• Clients who have opted out of all notifications will receive an Opted out badge next to Notifications in their client profile.
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• For more information, see Changing a client’s notification settings.
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Relationships

• Lists all the client’s relationships.
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• Add new relationships as required.
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Activity

• Provides information about activities the client has performed, such as making a purchase, booking an appointment, or canceling an appointment.
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• For more information, see Viewing a client’s activity.
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Attendance

• View the services the client currently has booked.
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• View the history of services the client has attended.
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• Remove visits from the client’s attendance history.
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• For more information, see Viewing a client’s upcoming schedule and Viewing a client’s attendance history.
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Account

• Provides access to the client’s passes and memberships, purchases, service add-ons, billing and account information, and their transaction history.
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• For more information, see Viewing a client’s Passes & Memberships page, Viewing a client’s Billing & Account Balance page, Viewing a client’s Purchases page, and Viewing a client’s Transactions page.
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Rewards

• Allows you to access the client’s Earn Points and Prizes pages.
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• For more information, see Rewards program.
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Contact History

• Sort and view all the interactions the client has had with your business.
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• Log offline interactions.
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• For more information, see Viewing a client’s contact history.
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Documents

• View the client’s signed waivers, contracts, and form responses.
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• Add and complete a form for the client.
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• Upload files as attachments.
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• For more information, see Contracts, Viewing, adding, and completing a client’s forms, Setting up your online waiver, and Adding, modifying, or removing attachments from a client’s profile.

Transformation Log

• View and update the client’s transformation log.
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• Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s transformation log.

Goals

• View and update the client’s goals.
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• Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s goals.

What you can do with the client profile?

The client profile offers you a ton of ways to review how your clients are interacting with your business and to quickly serve your clients’ individual needs. Here are some of the ways you can do that:

• Review the number of times a client has visited your business locations.
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• Quickly reconcile any unpaid visits on the client’s profile.
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• Keep apprised of a client’s personal needs and preferences by reviewing their forms and helping them fill in any unfinished forms.
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• Make changes to their Purchase Options and past transactions.
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Key tips

• For travel members

  • If you’re a staff member in an Enterprise Location and viewing the profile of a travel member, some sections of the client profile may not be visible, or some areas may be read-only. For more information about travel members, see Checking in a travel member.
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• Staff member profiles

  • Every staff member profile will also have a linked client profile. For more information, see Opening a staff member’s client profile.