Clients

Achieve Client App: Connecting a social media account
From the Achieve Client App, clients can connect their Facebook accounts and/or Twitter accounts with their WellnessLiving client profiles. When connected to Facebook or Twitter, clients can share appointment bookings, reward points, and other Achieve Client App activity on their newsfeed or timeline. When connected to Facebook, clients can log in […]
Modifying an email template using the visual editor
With the visual editor, you can easily customize the email templates used in your automated marketing and notifications. The visual editor’s drag-and-drop feature allows you to easily add and design new content for your email templates. You can use the visual editor to modify any customizable email template in WellnessLiving. […]
Achieve Client App: Changing a client’s notification settings
Using the Achieve Client App, clients can control which types of notifications and automated marketing messages they receive from a business. For information about changing a client’s notification settings from the Client Web App, see Client Web App: Changing the notification settings. If a client is receiving unwanted push notifications, they […]
Viewing the client groups page
On the Client Groups page, you can view a complete list of all your client groups. You can reorder the client groups by dragging and dropping them. If your business contains several client groups, you can use the Search bar to quickly find the client group that you’re looking for. […]
Belt settings
You can configure the settings for your belts through your belt’s Settings page. These settings will be applied to belt promotion requirements. The table below provides an explanation of how each setting works. Setting  Description  Reset class attendance requirements after promotion  This option determines how your client gets promoted to […]
Uploading contacts to Mailchimp
In the event that your WellnessLiving contacts aren’t automatically integrating with your Mailchimp account, you can manually upload your WellnessLiving contacts to Mailchimp by exporting your contacts from WellnessLiving and importing them to Mailchimp. In this article: To export your WellnessLiving contacts: In the Client Data Report, set the date […]
Canceling a Purchase Option’s conversion
If you want to cancel the conversion set for a client’s Purchase Option, you can do so from the client’s Passes & Memberships page. To cancel a Purchase Option’s conversion: On the side menu, click Account. On the Account menu, click Passes & Memberships. In the list, find the Purchase […]
Enabling or disabling automated notifications
You can enable or disable individual staff and client automated notifications across your business. Enabled notifications will be sent to all clients and staff members with the appropriate notification settings. Disabled notifications will not be sent. For information about modifying your automated notification templates and send rules, see Customizing automated […]
Changing a family member’s shared address
If a client is using a shared address from a family member’s profile, you must remove them as a family member before you can modify their address information. For example, if a child is using their parent’s address and needs to update this information because they’ve moved to a new […]