Health and Beauty Release Notes

🎉 We’re thrilled to announce our most recent software update, Release 24.61. 🎉

We’ve got updates designed to improve your experience, boost productivity, and streamline your operations! Highlights include improvements to the All Sales Report, upgrades to the Elevate Staff App, and much more. Discover these new features to enjoy a smoother and more efficient workflow for your business.

Here at WellnessLiving, your feedback means the world to us. You’re front and center in our mind with each new release. Be sure to let us know what you think of our release notes by filling out this quick feedback form.

Highlighted Features

• Client Announcements on the White Label Achieve App
• A more intuitive Elevate Staff App schedule
• More exciting new features in the Elevate Staff App
• Form Access Logs for Enhanced Security
• Clients can choose a Purchase Option during booking
• Clients can add a relationship on Achieve
• Encourage cost-effective payments with Custom Surcharges
• Clients can now use Rewards in the store on mobile
• Enhanced All Sales Report for faster, more efficient reporting
• Edit remaining visits for Purchase Options
• Improved rollover visit handling
• Tips are now excluded from total net sales
• Improved Inventory on Hand report
• Sorting options for managing Event schedule
• Auto-update client check in status
• Clients can now confirm waitlist promotion anytime
• View all flagged clients with Power Search
• Streamline marketing with image storage
• Show all locations to clients by default
• Corrected duplicate item counts in Sales by Revenue Category Report
• Terminology updates
• Self Check-In App
• Additional Improvements

Client Announcements on the White Label Achieve App

📢 Introducing the brand new Announcements feature, exclusively for our White Label Achieve App customers. Use Announcements to post updates, promotions, and news right within the app and clients will be able to see them on the Client Portal as well!

You can create multiple announcements simultaneously and choose when it should be published/unpublished. The edit log tracks when announcements are created, edited, and deleted.

With Announcements, an esthetician can schedule a post about a promotion on skincare treatments to appear two weeks before it starts and set it to unpublish on the start day, automatically keeping clients up to date.

To give your staff access to create, manage, and delete announcements, go to the App Drawer > Setup > Staff > Staff Roles > Automated Marketing > Manage client announcements. Then navigate to the App Drawer > Setup > Client Announcements.

🤓 Action: Check out this interactive tutorial!

To learn more, check out Client announcements.

A more intuitive Elevate Staff App schedule

📅 We’re excited to announce an upgraded schedule experience in the Elevate Staff App! The app’s schedule is now more intuitive, making it easier to navigate views and filters.

Key improvements include:

• Toggle between views in the top left corner
• Filters have their own icon
• Icon displayed when custom filters are applied

These enhancements allow effortless switching between daily and weekly views and managing filters like practitioner availability or room usage.

Enjoy a smoother experience with the Elevate Staff App!

More exciting new features in the Elevate Staff App

• Discount Codes displayed in Shopping Cart: No more memorizing discount codes! Applicable discount codes will now appear in a dropdown menu during checkout.
  Enable this feature via App Drawer > Setup > Store Configuration > Store Settings.
• Tappable Alerts: Alerts are now tappable and will direct you to the corresponding page in the app for quick access.
• Payment Status for Visits: Easily check the payment status for visits in a client’s attendance history. Unpaid visits will show a badge indicator, while paid visits will display the Purchase Option used.

Check out our Knowledge Base article about the Elevate Staff App.

Form Access Logs for Enhanced Security

📃 Introducing the game-changing Access Logs feature! Every interaction with forms is meticulously tracked for complete transparency.

Now, MediSpa staff can effortlessly review detailed logs of all actions on patient consent forms, ensuring clear accountability and management of sensitive information. Plus, enjoy improved navigation and intuitive hyperlinks for a seamless user experience. Embrace the future of compliance and trust with Access Logs!

Access logs can be viewed by navigating to the client’s profile > Documents > Forms > ⋮ action menu > Access log.

Clients can choose a Purchase Option during booking

Next up is a new feature that empowers clients to select their preferred Purchase Option during the booking process on desktop! A client with multiple Purchase Options on their account can now select which one to use rather than having it automatically assigned. For instance, they might choose between a membership for monthly services or a session pass with counted services. This flexibility allows clients to have a more personalized and convenient checkout experience.

Currently available only on desktop, this feature will be added to the mobile app in a future release.

Clients can add a relationship on Achieve

👥 We’re excited to introduce the ability to add and manage relationships directly in the Achieve Client App, previously only available on desktop. You can now easily add relationships from the My Profile tab and sign in as your relationship.

With this update, Sarah can now manage her family member’s wellness treatments, such as massage and physiotherapy, bookings, schedules, and profile details directly in the app, without needing a desktop or staff assistance.

Learn more about managing relationships in Manage relationship profiles as a client.

Encourage cost-effective payments with Custom Surcharges

💸 Now, you can set different surcharge rates for credit card and ACH payments! This improvement helps you manage payment processing costs more effectively.

This feature allows Jenny, a MediSpa owner, to set higher surcharges for credit card transactions and lower or no surcharges for ACH payments. This encourages clients to use ACH payments, saving money for both Jenny and her clients.

Set up this feature by going to the App Drawer > Setup > Store Configuration > Store Settings > Surcharges, and use the toggles to add surcharges for each payment method.

Clients can now use Rewards in the store on mobile

📱Clients can now redeem their rewards directly in the Achieve Client App during checkout! Previously, rewards could only be viewed but not redeemed from the mobile app.

Emily, a regular at a local spa, can now use the Achieve app to apply her accumulated rewards at checkout when booking her next spa treatment. This feature is available in both basic and White-Label versions of the app, allowing rewards to be redeemed in the shopping cart when making a purchase.

Enhanced All Sales Report for faster, more efficient reporting

📈 To improve your experience with the All Sales report, we’ve introduced several enhancements! Now, you can enjoy:

• Easy-to-read summary cards
• Quick selectors to switch between views and accounting methods
• Searchable gift card numbers
• Filtering by credit card types

For businesses that use tips, the new Tips Summary Card helps you easily distinguish between revenue and tips. These updates are designed to make your reporting tasks faster and more efficient.

Edit remaining visits for Purchase Options

✏️ Staff can now adjust the remaining visits for clients with Purchase Options that have attendance restrictions and rollover sessions enabled. This can be done from the Passes & Memberships page on a client’s profile by clicking on the hyperlinked number of remaining visits. Adjustments can be made in the pop-up, and all changes will be captured in the edit log for transparency.

Improved rollover visit handling

🔄 We’ve enhanced our system’s handling of rollover visits for Purchase Options, so the system uses the oldest rollover visits first. If a client has multiple Purchase Options, the system will prioritize the one with visits expiring sooner or the oldest visits if there’s no expiry.

Tips are now excluded from total net sales

💆‍♀️ Our upgraded reports will exclude tips from the Total Net Sales column. Tips will have their own column for easy analysis! Now you know your exact net sales because tips are now in their very own revenue category.

This update will affect the following reports Sales Details by Revenue Category, Sales Summary by Revenue Category, All Sales, Client’s Purchases on Staff Backend, Sales Summary by Location, and Sales Details by Location.

To see these changes, go to the App Drawer > Reports and select the report you need.

Improved Inventory on Hand report

🙌 We’ve enhanced the Inventory on Hand report with new features to streamline your inventory management!

The updated report includes:

• New columns for Product Options, such as size or color, are now split from Product Name, Online Store Category, and Retail Value.
• New filters for Product Options and Online Store Category.
• Updated summary cards that display Total Quantity in Stock and Total Retail Value.

Learn more about our Inventory on Hand report here!

Sorting options for managing Event schedule

We’re launching a new feature that allows you to sort event instances to streamline event management. No more scrolling to the bottom of your event setup page to find the latest events! Simply click the filter button in the top right corner to sort by newest or oldest.

To choose your preferred sorting option go to App Drawer > Setup > Services > Events > Manage Schedule for the event of your choice.

Auto-update client check in status

📈 Introducing, the new Auto-Update option for the Check-Ins report! When toggled on, your report will automatically refresh each time a check-in occurs, ensuring you always see the most up-to-date information. This feature is available both in the Reports section and from the dashboard. The toggle is off by default so be sure to toggle it on for real-time updates. No more manually refreshing your Check-Ins report—let the system do it for you! 🥳

Clients can now confirm wait list promotion anytime

💃 We’re excited to share that clients can now promote themselves from the wait list after the set confirmation time, as long as a spot is still available! This ensures that clients can book their desired wellness treatment without receiving the error message they previously received for late confirmation. This update creates a smoother and more client-friendly wait list experience.

Learn more about wait lists!

View all flagged clients with Power Search

🔍 Our new Power Search allows you to get a report of all the clients that have a flag on their profile! This is helpful when you need to communicate with all customers that have been flagged.

Streamline marketing with image storage

🎆 You can now save images like your logo and banners in the Visual Editor. No more searching in your computer to add your logo to an email. Simply upload files to the custom images folder for quick access to the images you use frequently.

Show all locations to clients by default

We’ve introduced a new feature that automatically shows all locations by default on both desktop and mobile. This enhancement addresses a critical need for health and wellness facilities with multiple locations. Previously, clients often missed the toggle/filter to view class schedules at separate locations. Now, schedules will default to show all locations, allowing clients to filter as needed for a more seamless booking experience.

Corrected duplicate item counts in Sales by Revenue Category Report

Say goodbye to duplicate item counts in the Sales by Revenue Category report. You now have the option to choose whether you want items counted under all revenue categories, or only under the primary one that you’ve specified. This enhancement prevents the double counting of items, ensuring your reports are accurate and more reliable!

Terminology updates

Here are some important updates we’re implementing to simplify our software terminology. The aim is to reduce friction and make using WellnessLiving software more intuitive. Here’s a breakdown of the changes:

• Client Web App is now Client Portal
• Web Apps are now Kiosks
  • Self Registration Web App is now Self Registration E-Kiosk
  • Self Check-In Web App is now Self Check-In Kiosk
  • Attendance Web App is now Attendance Kiosk

Self Check-In App

We are thrilled to announce the addition of our Self Check-In Web App as a downloadable app allowing businesses to streamline the check-in process for both your clients and staff. Available in the Google Play Store and App Store.

The beauty of this addition is that no additional setup is required; simply download the app and continue using the familiar settings and configurations from the web app.

Stay tuned for the release of this exciting new feature! 🎉

Additional Improvements

Achieve Client App

• Push notification redirect in White Label App: Clients using the White Label Achieve Client App will be redirected to Notifications when they click on a push notification banner so that they can see the full message with relevant details.

Appointments

• Appointment and asset booking will default to current time: When booking an appointment or an asset for a client by clicking the Add button in the schedule the current time will be selected by default.

Business Settings

• Improved Handling of Negative Account Balances: We’ve resolved the issue of double billing for clients with negative account balances. When the policy Automatically charge clients with a negative account balance on [specified date] is enabled, failed payment attempts will no longer debit or credit the account balance. If both an auto-payment and a negative account balance charge are scheduled for the same day, they will be processed separately.
  • For negative account charges, no debits or credits will occur after a final failed attempt, and penalties will not apply. All attempts will be captured in reporting for clear and accurate records.

Classes & Events

• Simplified Location Display: For single-location businesses or virtual events, the location will no longer appear in the client facing event details.

Client Profile

• Updated Client Activity View: When viewing all of a client’s activity from their profile, you will now see their activity from the day they first joined your business to today, by default.
• Staff name and date added to notes: We’re enhancing our note-taking feature to improve communication and collaboration among staff members. With each new note added to a client profile, the system will automatically include the date, time, and the staff member’s name. If a note is modified, it will display the “Last modified by” information, ensuring accurate and transparent records.

Forms

• Staff can now delete forms: Staff can now delete form submissions from a client’s profile with the staff permission, delete form responses, enabled.
• Clients will be aware of optional forms during registration or purchasing: Clients will now be able to see that a form is optional during registration or purchase. They will have the option to skip the form and complete it later.
• Duplicate a client’s completed form: You can now duplicate a client’s completed form response from their profile.

Message Center

• US businesses will be notified of required A2P 10DLC registration: US businesses who have not registered for A2P10DLC will get a popup with information when they attempt to contact clients. The requirements will be outlined and they will be and directed to either cancel or register.

Notifications

• Send introductory offer notification immediately: Great news, you can now set your introductory offer notification to send immediately by setting the rules to 0.
• Simplified unsubscribe option for client notifications: Clients can now unsubscribe from email, SMS, or push notifications directly from the notification. A link in the notification will take clients to the Notification Preferences page where they can manage preferences without signing in. If there isn’t a phone number associated with the client’s profile, the SMS toggle will be greyed out. The date and time of each action will be recorded in the edit log.

Purchase Options

• “Pending Cancellation” removed from client’s Passes & Membership page: After a Purchase Option expires, Pending Cancellation will no longer be displayed in the Details column in the Passes & Membership page of the client profile.
• Inactive Purchase Options can no longer be transferred: Staff will no longer be able to transfer inactive Purchase Options.
• Un-signed contracts will display in client profile: Un-signed contracts of expired or inactive Purchase Options will now display under contracts on a client’s profile.
• Simplified auto payments for same-day renewals and conversions: We’ve updated the conversion behavior to prevent double billing when purchase options renew and convert on the same day. Now, the conversion happens first, and clients are charged only after the conversion. For instance, if a Session Pass converts to a Membership on the renewal day, the client will only be charged for the Membership.

Reports

• Voided transactions now excluded from Sales Summary by Payment Method report: In the Quantity column, transactions with a void or voided status will be excluded.
• Automatic tax proration for partial refunds The tax will prorate when staff give a partial refund so that the client doesn’t get over refunded.
• Search for clients by relationship type: There is a new PowerSearch that will allow you to search for clients who have a particular relationship status with another client.
• Improved visibility on Visits Remaining report: The Visits Remaining report will now display the expiration date only if the PO has an expiration date.
• Unsupported Appointment Summary & Appointment Details reports: The Appointment Summary and Appointment Details reports were updated in the last release. The unsupported versions of the reports are now hidden from view.
• Virtual Terminal now shown in Refund Method column: When a transaction is refunded through virtual terminal, the column Refund Method will display Virtual Terminal, which also specifies the type of card used and the last 4 digits of the card.
• Streamlined view for the All Sales Report: Now, when you view the All Sales Report the table will be condensed so that you can review information without the need for excessive scrolling.
• Failed Payments summary card: A clickable Failed Payments summary card has been added to the All Sales Report, client’s Transactions page, and the Batch Reconciliation Report for easier filtering.
• Simplified view of clients on the All Sales Report: You will only see the client’s name on the all sales report as the default behavior. If you want to expand the view head to Action Menu > Customize > Display expanded client details.
• Sales & Attendance report updates: Updates to different sales reports have made it easier for you to track your sales, client’s payments methods, Purchase Option usage, and service revenue. Check out the updates below:
  • New column in the Cash Closeout Report: Actual Cash Counted has been added to the Cash Closeout staff report.
  • Sales Summary by Payment Method update:
    • The Payment Method on the report is now clickable which will take you to the All Sales Report.
    • Total Received, Custom Tax/Total Taxes, Returns, and Returns Tax have been added as new columns.
    • There are new summary cards Returns and Returns Tax.
    • Accounting Method selector has been added.
  • Sales Summary by Revenue Category update:
    • Surcharges was added as a new revenue category.
    • The Revenue Categories are now clickable and will navigate to the Sales Details by Revenue report.
    • Returns and Returns Tax now have their own summary cards.
  • Check-Ins update:
    • Paid With is a new filter.
    • Check-ins without Purchase Options filter has been removed.
  • Attendance with Purchase Options Summary:
    • • We optimized the Attendance with Purchase Option Summary report to load faster. As a result, there will be two versions of the same report in the system marked with a New or Unsupported badge.