After you have finished your migration process (using the migration guides listed in the Setup knowledge page), you can start your verification process, where you can ensure that all the migrated information is up-to-date and correct for your business. Once this is complete, you can start customizing all your options, training your staff on our system, and begin conducting business as usual!
In this article
- Log in and look around
- Verify your business settings
- Verify your location settings
- Customize your automated notifications
- Add your staff
- Add your services and payment methods
- Add custom widgets to your website
Log in and look around
After you receive your account details, you’re ready to go:
Verify your business settings
- Set your from name, reply-to email address, and email signature for your automated notification emails.
- Disable any payment methods your business doesn’t use.
- Set up your currency and taxes.
- Set up your business policies.
- Add your social networks.
Verify your location settings
There are two important sections under your location settings that we couldn’t complete for you. Be sure to configure these settings:
Customize your automated notifications
To save you time and keep your clients engaged, WellnessLiving sends automated notifications when certain events trigger them. Be sure to customize your automated notifications! It’s really important to pay close attention to making these your own, to make your clients feel like they’re talking directly to you.
- Start with the welcome email that is sent to all your clients when they join you on WellnessLiving. When we first import your clients into the system, they will all receive this welcome message. Try to make this one of your most engaging and personally crafted messages. Your clients will definitely notice!
- Be sure to customize the review request. This email will be sent to all clients that attend a new appointment, class, or event session, requesting that they provide feedback. Depending on how engaged your message is with your clients, you may just see wildly different results! This feedback will be invaluable in improving your services, and will help advertise your business as genuine testimonials for all to see on your WellnessLiving directory listing.
Both of these automated notifications can be found under Client notifications.
Add your staff
- Review staff roles and staff role permissions.
- Review staff members and add your staff members into the system. Ensure that you:
Add your services and payment methods
- Review the differences between services, purchase options, gym visits, and packages.
- Add your business class types, appointment types, and events.
- Add your purchase options.
Add custom widgets to your website
Whether it’s lead acquisition or a schedule for your clients to book classes, learn about our embedded widgets, and add one to your site. If you need any help with this step, we’re here for you. Call us directly at 1-855-601-2900.