Elevate Staff App: Managing classes

The Elevate Staff App can be used by staff members to manage attendance lists for classes, substitute class instructors, and cancel classes.

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Managing attendance lists

Staff members can use the Elevate Staff App to add clients to classes and mark their attendance.

To add a client to a class:

  1. Tap the Schedule tab.
  2. Tap a class in the schedule.
  3. Tap the Add button in the top right-hand corner of the screen
  4. Search for the client you are adding by entering their name, phone number, or email in the search box. If the client does not have an account, tap Add New Client and create a new account:
    1. Enter the client’s required information in the corresponding fields.
    2. Enter any optional information in the corresponding fields.
    3. Tap Create account.
    4. Tap Back to return to the Search for Clients screen.
    5. Under Recently Viewed, tap the client’s name.
  5. Tap the More button next to the client’s name .
  6. Tap one of the following options to add the client to the class:
    • Add Unpaid to add the client without payment
    • Add and Charge Account to charge the client’s account balance

To mark a client’s attendance:

  1. Tap the Schedule tab.
  2. Tap a class in the schedule.
  3. Tap the More button next to the client’s name.
  4. Tap one of the following options to mark the attendance of the client:
    • Checked-In 
    • Early Cancel
    • Late Cancel
    • No-Show

Substituting instructors

If an instructor is unable to teach a scheduled class, staff members with the appropriate permissions can use the Elevate Staff App to substitute another instructor.

To substitute an instructor:

  1. Tap the Schedule tab.
  2. Tap a class in the schedule.
  3. Tap Substitute Instructor.
  4. Select the start and end date for the period during which the substitution applies and tap Next.
  5. Select which class sessions are affected by the substitution and tap Next.
  6. Select the substitute, select their pay rate for this class, and tap Next. If there are multiple substitutes, tap Add Another Staff to add more staff members , then tap Next.
  7. To notify clients of the substitution, set at least one of the following options to ON and tap Next:
  8. Verify your changes and tap Complete.

Canceling classes

Staff members can use the Elevate Staff App to cancel classes and notify affected clients. If canceled classes are set to display on the schedule as canceled, the canceled classes will display on the schedule in the client web app

Note If client notifications are enabled for class cancellations in WellnessLiving, affected clients will be automatically notified even if you choose not to notify them in the Elevate Staff App (see Enabling or disabling staff and/or client notifications per service).
Note If you choose to display canceled classes on the schedule, these classes will only be displayed as canceled in the Client Web App.

To cancel a class:

    1. Tap the Schedule tab.
    2. Tap a class in the schedule.
    3. Tap Cancel Class.
    4. Select the start and end date for the period during which the cancellation applies and tap Next.
    5. Select which class sessions are affected by the cancellation and tap Next.
    6. To notify clients of the cancellation, set at least one of the following options to ON and tap Next:
      • Send EMAIL to affected clients
      • Send SMS to affected clients
    7. To display the class as canceled on the schedule, set Display as canceled on schedule to ON.
    8. Tap Complete.
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