How to Manage Clients Like Never Before

Is client management keeping you up at night? Your customers are the heart of your business and taking care of them means better relationships, less risk, and more sales! When you don’t have a handle on managing clients, anything can happen!

Have you had a situation where a client fails to pay? Has a client pulled a fast one, using your intro offer more than once with multiple profiles?

Safeguard your business with a system to get to know your clients, manage their accounts, and stay on top of their actions. WellnessLiving can show you how! Our all-in-one software makes it easy to streamline and simplify the client management experience, and here’s how:

Get to know clients with unique profiles

WellnessLiving’s unique client profiles mean you’re always in the know, with a one-stop shop for all the info you need. Here are some of the ways client profiles come in handy:

• View your clients’ basic info at a glance and book them into classes, events, or appointments.
• View important data like contact details, medical history, past purchases, memberships, attendance records, cancelations, and more.
• Organize clients based on purchase or membership type to maximize your marketing.
• Get to know them better with access to client relationships, adding new relationships as needed.
• Send and track emails, texts or push notifications directly from their profile for an easy way to connect.
• View and update the client’s transformation log to monitor goals and progress, keeping them motivated and on track.
• Store visit notes and preferences so you remember the things that matter most to your clients.

Organize duplicate profiles

Have you had clients who created more than one profile? It’s likely happened at your business, but not with WellnessLiving! Our system is designed so that no two profiles can use the same email, notifying staff and clients if someone tries to register an email that already exists in the system. How does this benefit your business?

• Client records are clean and accurate by combining duplicate profiles into one account, so the info is all in one place.
• For clients that become staff members, their profiles can be merged into one so everything’s organized.
• Verify accuracy by generating a report to filter your client profile list, searching for duplicates based on specific criteria. Sort by first and last names, or have the first four characters of either field match so you don’t miss anyone.

Make booking easy for them

Managing your clients means controlling capacity, too. Avoid crowding at your front desk and keep people safe with simple remote booking. Here are some of the ways WellnessLiving takes the work out of booking classes, events, appointments, and more:

• Use your custom website schedule widgets for quick and easy online booking.
• Grow your community with Reserve with Google so prospective clients can find you and book services directly from web searches or Google Maps.
• Allow clients to book from anywhere, anytime with the easy-to-use Achieve Client App.
• With BOOK-A-SPOT™, clients pick their faves! They can choose their own spin bike, equipment, or their exact spot at your studio. This lets clients pick what works best for them, keeping them a safe distance and apart from each other.
• Add convenience in person, too! If they sign up and pay at your front desk, offer options to simplify and quicken the process like a credit card swiper, a credit card mobile reader, a signature pad, and more.

With WellnessLiving’s electronic forms, booking is quick and easy! With clients filling out waivers online or on the Achieve Client App, it takes just a moment to have it signed, and everything is stored on their client profile.

Let them check in from anywhere

You’ve made booking easy, now it’s time to take the same approach to check-ins! After they’ve booked online, clients can seamlessly check in to a class—whether it’s in-studio or virtual.

Here are some of the ways your clients can safely—and conveniently—check in to a class:

• The Client Web App lets clients check in with a few simple steps using any web browser, from wherever they are.
• Check in from anywhere, using any device through the Achieve Client App.
• For in-studio check-ins, save time and avoid lineups by scanning ID tags to sign in to a class, check in for their appointment, confirm attendance at an event, and more!

Analyze client activity at your business

Get to know your business inside and out! With WellnessLiving, you can use data to make smart choices as you track and store every action your clients take. Access and customize your reporting so you can analyze details like:

• Track which clients are new, so you can focus your marketing attention on them.
• Keep your revenues steady when you know whose payment is owed or whose membership is expiring.
• Monitor which clients haven’t visited your business lately so you can launch a win-back campaign to get them back.
• Know which clients have reviewed your business so you can reward their loyalty, address any issues, or encourage them to continue to promote your business.
• Get to know milestones like your clients’ birthdays to continue building those great relationships.

Manage client reviews

When clients sing your praises, make sure everyone knows! Expertly manage client reviews with WellnessLiving’s review widget, displaying reviews through your WellnessLiving directory listing, the Achieve Client App, and on your website. Here are a few of the ways we can help you manage reviews:

• Stay on top of feedback by flagging reviews and easily responding.
• Get attention for your business publicly! Whenever you post a response, it appears with that review on your WellnessLiving directory list, and wherever the review widget is embedded (like your website or Facebook page) clients can see that your business is engaged.
• Flag inappropriate reviews! These reviews will still be visible to others wherever they were posted but avoid any nasty surprises, seize an opportunity, or respond publicly to defend your business.

Organize how you reward clients

Give your clients the royal treatment with the loyalty rewards program from WellnessLiving. With our simple system, clients earn points and redeem them for prizes! Here are some of our features that make it easy to encourage loyalty for your business:

• You decide how clients earn points, like referring a friend, attending a class, making a purchase, promoting you on social media, leaving a review about your business, and more!
• You determine the prizes clients can earn. These could include discounts, free services, merch, and other custom prizes you can use to motivate clients to invest in your business!
• Use the leaderboard to rank how many points clients have earned. Create excitement with a custom contest where you track client reward points over a certain time period and analyze patterns to help improve your future efforts at the same time!

Get your client management to expert status

In summary, WellnessLiving’s all-in-one software makes it easier than ever to manage your clients. Remember:

• Enhance the client experience with simple and remote booking and check-ins!
• Develop accurate client profiles and analyze behavior so you learn more about your clients!
• Manage client reviews, control your brand, and encourage prospective clients to give you a try!
• Create a pro rewards program to show your clients you value their loyalty!
• Save you and your team time by managing it all from one convenient location on the WellnessLiving web app or Elevate Staff App!

Using these practices—along with other expert tools from WellnessLiving—is how you’ll build your business! What else does WellnessLiving offer? Learn more about how we can help manage your business by booking a no-commitment demo with WellnessLiving today!