As a client, you can book in-person or virtual services, such as appointments, classes, events, and Book-a-Spot assets directly from the browser-based Client Portal, Schedule Widget, or Achieve Client App.
If the business allows it, you can book the class as a guest.
Key tips
When clients sync a service to their calendar, the event title shows Waitlisted or Pending staff approval if applicable, and updates automatically if the status changes.
Browser – Client Portal
To book a class using the Client Portal, complete the following:
1. Open the Classes tab
On the top menu, click Book Now, then click the Classes tab.
If the business has multiple locations, and the class you want to book isn’t available at your home location, under the business’s address, click Change location and select another location.
2. Select your time zone
In the time zone dropdown at the top-right, select a time zone from the list. This option is available only if the Allow clients to adjust time zone setting has been enabled by the business.
3. Select the class you want to book
Find the class you want to book and click Book now. You may have to browse the list or filter the list to find the class.
If you are booking a class for a relationship profile, under Booking for, select the name of the relationship client from the list.
If the relationship client doesn’t have a profile, click Add new relationship and enter their information, then click Create account. For more information, see Relationships.
4. Select any assets for the class
If assets are required for the class, asset categories will be displayed under Asset. Next to each asset, click Edit to select the asset for your booking.
5. Determine how frequently you’ll attend the class
Under Frequency, select whether you want to book a single session or recurring sessions of the class. To book recurring sessions:
Click the Frequency field and select Custom frequency. The Custom frequency popup is displayed.
Under Ends, select whether the booking ends after a specified number of occurrences or after a specified date range.
To make a recurring booking for a certain number of classes, select Number of sessions and enter the number of classes you want to book.
To make a recurring booking for classes over a specific time period, select Book from [X] to [Y] and select a start and end date in the date fields.
To make an ongoing recurring booking for a class that repeats indefinitely, select Never end.
Under Repeats every, select the number of days, weeks, or months on which the class booking will repeat.
Under Repeats on, select the day for the recurring class to repeat on. Unavailable days will be grayed out.
Confirm the booking information is correct. Under Booking [X] sessions, the dates of all booked sessions are displayed. If the client was added to any waitlists, this will be displayed under Added to [X] waitlists.
If unavailable on one of the displayed dates, click the date. The date will be grayed out and the next available date will be selected.
Click Save.
6. Provide any supplemental information
Under Documents, any contracts or forms required for the booking will be listed:
If a form must be completed, click Fill in form, complete the form fields, and click Submit.
If a contract must be signed, click Sign Contract, read and sign the provided contract, select I agree to use Electronic Signatures, and click Submit.
7. Choose how you want to pay
Depending on how the business is setup, different payment options will be available to you:
If online payment is unavailable, click Complete booking to proceed with your booking. Payment will be collected when you attend the class.
If online payment is available and you own a Purchase Option that can be used to pay for the class, it will be selected under Purchase Option. If you own multiple applicable Purchase Options, you can choose the one you want to use from the list. Click Complete booking to proceed with your booking.
If you don’t own an applicable Purchase Option, an option will be automatically selected for you under Buy a new Purchase Option.
Click Continue to checkout or Book & Pay Now to make your purchase and proceed with your booking. Sign any required contracts, select your payment method, and enter gift cards or discount codes on the Checkout page, then click Complete Booking.
Click Book & Pay Later to proceed with your booking without payment. Payment will be collected when you attend the class.
8. Add a guest to your booking
If your membership includes class guest passes, you can add a guest to your booking during the confirmation step.
To add a guest to your class booking:
On the confirmation screen, click Add attendee.
Click Add a new guest or relationship to add someone new, or select an existing relationship from the list.
Click Continue.
If the class requires assets, select one for your guest.
Under Review purchase option, confirm the guest pass selected for your guest. If you have an available guest pass, it's selected automatically. Click Change to select a different Purchase Option or buy a new one.
Click Save.
9. Complete your booking
Your booking is complete. Depending on the policies selected by the business, you may see any of the following:
A receipt with the Purchase number, along with Email receipt or Print receipt buttons to either email or print a receipt. For more information, see Printing receipts and Emailing receipts.
A Book another service button to book another service.
A Share button to share your booking on social media and accumulate rewards points.
Browser – Schedule Widget
The Schedule Widget can appear anywhere on the business’s website. Depending on the business’s settings, you can book classes directly from the widget.
To book a class using the Schedule Widget:
Open the page containing the widget. Use the date options and filters to find the class you want to book.
Click Book Now next to the class.
Make your desired selections, then click Continue.
Review your booking details.
To change who you’re booking for or add friends or family members to your booking:
Click Change next to your name.
Notes:
The business’s settings determine which options appear and may limit the number of attendees you can add.
When booking a service with age or prerequisite services, the added guests and clients must meet the requirements to be added as attendees
To add relationship clients to the booking, select their names from the list.
To add a guest or new relationship client to the booking, click Add guest or relationship and enter their details.
Choose whether this booking should be associated with your email. Set this option to OFF and enter an email if you want to create a client profile for the guest. If they’re already a client in WellnessLiving, the booking is associated with their existing profile.
To create a client profile for the guest, set Save this guest as a relationship to ON and select your relationship type. The client will appear in your relationship list in the future.
To change the booking to a relationship client, clear your name and select their name in the list.
To change the booking to a guest, click Add guest or relationship and enter their details.
Choose whether this booking should be associated with your email. Set this option to OFF and enter an email if you want to create a client profile for the guest. If they’re already a client in WellnessLiving, the booking is associated with their existing profile.
To create a client profile for the guest, set Save this guest as a relationship to ON and select your relationship type. The client will appear in your relationship list in the future.
Click Save. Your selected guest(s) appear under Booking for.
Click Complete booking. On the confirmation screen, the service you booked and related details are listed, along with any points earned for booking.
Mobile – Achieve Client App
To book a class using the Achieve Client App, complete the following:
In the bottom menu, tap Book Now, then under Select a service category, tap a classes tab.
Find the class you want to book and tap Book. You may have to browse the list, use the Search option, or filter the list to find the class.
Tap Join Wait List to book a class that has a wait list enabled and has reached full capacity. You’ll be placed on a wait list for the class and will be promoted to the attendance list if the clients ahead of you cancel their bookings.
Note: If the business allows booking up to six months in advance, the White Label Achieve Client App loads sessions in a four-month window starting from today's date by default. Sessions beyond that window aren't displayed when booking. To view sessions further out, tap the date selection calendar button to select a different four-month starting date.
If you want to book recurring sessions of the class, tap One-time booking and set the Repeat option to ON.
Tap Frequency to select the time interval when the class will repeat. You can select Daily, Weekly, or Monthly.
If you select Weekly, you must select the days of the week when the class will repeat.
If you select Monthly, you must select whether the class will repeat on a day of the week or a day of the month.
Tap Every to select how often the class will repeat based on the selected Frequency. For example, if you select Monthly under Frequency, you can select 2 months, so the class repeats every 2 months.
Tap Select Ending Mode to select when the recurring class will end:
Tap After [X] Occurrences and then select the number of times you want the class to repeat.
Tap On a Date and then select the date when you want the class to stop repeating.
Tap Save.
Review the detailed class information and tap Next.
If the class you’re booking is full, review the detailed class information, including your spot on the wait list, and then tap Join the Waitlist.
If the class requires you to book an asset, select one and tap Next.
Select a payment option for the class booking. If online payment is unavailable, or if you own an applicable Purchase Option, proceed to the next step. Otherwise, make a payment for your class booking:
Select an applicable Purchase Option from the list.
If online payment is required, tap Next, then determine whether you’ll pay now or later.
Sign any required contracts and select your payment method, and enter gift cards or discount codes.
To add a guest to your booking, tap Add attendee.
Tap Add a new guest or relationship to add someone new or select an existing relationship from the list.
Tap Continue. If the class requires assets, select one for your guest.
Under Review purchase option, confirm the guest pass selected for your guest; if you have one available, it's selected automatically. Tap Change to select a different Purchase Option or buy a new one.
Tap Save.
Complete your booking:
Tap Complete Booking. Your booking is complete. On the confirmation screen, the service you booked is listed, along with any points earned for booking. From here, you can share your booking on Facebook or X, book another service, or add the service you booked to your phone’s calendar.