Welcome to the Wellness Living family! 🎉
This onboarding guide introduce you to the essential features and functionalities of Wellness Living. You'll learn how to set up your business, create staff profiles, create appointments and classes, and configure purchase options.
These tools are designed to streamline your operations, enhance client satisfaction, and help your business thrive. Click on each of the heading below for a step by step guide to complete each task. Let's get into it!
Complete your documentation ✍️
Before your Kick-off call, review and sign your Service Agreement.
Business setup 💼
In this section, you'll configure the essential settings for your business. Setting up your business details and services ensures that your operations run smoothly and your clients have a seamless experience.
Create staff members 👥
Creating detailed staff profiles helps you manage schedules, roles, and permissions effectively, ensuring your team can deliver the best service to your clients.
Create an appointment 🗓️
Here, you'll learn how to set up appointments. This feature allows you to manage one-on-one services or small group sessions, making scheduling easy for both you and your clients.
Create a Class 👯
Classes allow you to organize and manage group sessions. You'll be able to schedule recurring classes, track attendance, and more.
Create Purchase Options. 💵
Finally, you'll set up purchase options like memberships, session passes, and packages. These options provide flexible ways for clients to access your services, boosting customer satisfaction and retention.
If you have any questions or encounter any issues during the setup process, please submit them here. This will help your onboarding specialist prepare thoroughly for your call. We want to ensure that you receive the most effective support and guidance to get your business up and running smoothly.