Onboarding timeline

Thank you for choosing WellnessLiving! This article outlines the Onboarding process you will go through while you transition to our software.

1. Your WellnessLiving account is set up

It will take us six to twelve hours to create your account. You will receive a Welcome Email from our Onboarding team with your WellnessLiving login credentials once your account is ready. You will not be billed for the setup fees and your subscription until your login credentials have been emailed to you.

Once you have received the Welcome Email log in to your WellnessLiving account and start exploring. There are lots of articles available in our Knowledge Base to help get you more familiar with the software.

You can expect to receive an email from us within two to three days from your signup date. If you do not receive it within three days, check your junk or spam folders. If you cannot find the Welcome Email, contact your Account Manager and we will send it to you again.

2. Do you need merchant processing?

If you have not sent in your current merchant processing statement for a side-by-side comparison, please do so as soon as possible. Otherwise your kick-off call, training session, and go-live dates cannot be scheduled.

If you need to get set up for ACH (direct bank billing), let your Account Manager or Merchant Processing Specialist know as soon as possible. If your merchant processing account is already set up, your training session will be booked during your kick-off call. If you do not need merchant processing, we will schedule you for your kick-off call.

Once your merchant processing account is set up, your Account Manager will contact you to coordinate a kick-off call with an Onboarding Specialist. A training session is booked during your kick-off call with the Onboarding Specialist.

3. Welcome aboard to WellnessLiving

Once your kick-off call date is scheduled, your Onboarding Specialist will contact you on the date via telephone. We strongly recommend that you have access to a computer during the kick-off phone call.

Our goal for the kick-off call is to learn everything we can about your business model. Make sure to inform your Onboarding Specialist about anything you think they should know about your business. This can include any software used by your business and any challenges your business has faced with it, the daily work environment for you and your staff, your most frequently used tools and functions, and your client/staff booking experience.

Your Onboarding Specialist will also discuss the data migration process during the kick-off call, make sure you tell them about your pricing options, classes, enrollments, appointments, and any other things you think are unique or important to know so the migration is seamless.

By the end of the call, we will have scheduled the training session, identified important areas of the software to get started on, and established some key tasks and timelines for the ultimate goal of going live.

4. Kick-off call

The kick-off call is usually about 30 minutes long. Your Onboarding Specialist will call you directly to discuss data migration, book your first import date, set your target go-live date, and schedule your training session with you. You can book two one-hour training sessions. If you need your clients’ payment data imported, inform your Onboarding Specialist and they will provide you with the available options.

If you’re migrating from MindBody, your Onboarding Specialist will schedule your first and final import dates. Don’t forget to have your MindBody login credentials ready so your Onboarding Specialist can explain the data sets that are migrated from MindBody into WellnessLiving, including any limitations. For more information on MindBody data import, see MindBody migration.

5. Training session

You will receive an email that your first import is complete. It’s extremely important that you log into your WellnessLiving account to view how your data looks. If you find any discrepancies, be sure to inform your Onboarding Specialist of them during the training session.

During the training session, your Onboarding Specialist will provide you with your first guided introduction to our software. Our goal during this session is to show you how to configure the software setup to best suit the everyday needs and demands of your business.

Your Onboarding Specialist will review the main components of the software with you, going over scenarios that your business faces on a day to day basis and show you how to use WellnessLiving to address these real world scenarios.

The one-hour training session will be recorded and sent to you to share with your staff. Towards the end of the training session, your Onboarding Specialist will schedule a go-live date with you. If you are coming from MindBody, your final import will be scheduled the night before you go-live.

6. Go-live date

On your go-live date, we will complete your final import by adding the updated data into your WellnessLiving account.

Say goodbye to your old software and say a big hello to WellnessLiving. Starting today, you must only use WellnessLiving. You are now live! Congratulations!

If you have any questions, feel free to check out our Knowledge Base to find the answers that you need.

Of course, if you need anything , call us at 1-855-601-2900 ext. 1 or email us at support@wellnessliving.com.

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