🎉 We’re thrilled to announce our most recent software update, Release 24.62. 🎉

We’ve got a ton of updates and brand new features designed to improve your operations! Highlights include a new sales report, improvements to Forms, the customization of cancellation and no-show fees, and much more. Check out these new features and enjoy a smoother and more efficient workflow in your business.

Here at WellnessLiving, your feedback means the world to us. You’re front and center in our mind with each new release. Be sure to let us know what you think of our release notes by filling out this quick feedback form.

Here are the most requested and impactful updates we've designed to make a real difference for you, your clients, and your business.

We’ve added a powerful new tool to help you stay on top of your daily operations—the Sales and Attendance Summary Report. This report provides a comprehensive overview of your business operations, sales, and attendance, all in one place.

Key summary tables include:

Each table links directly to the full report, giving you quick insight into the information you need. Don’t forget to add it to your favorites for easy access!

Dive into the Sales and Attendance Summary Report to learn more!

Boost attendance and reward your most engaged clients with the new Fastest Response setting! Now, when a spot opens up on the wait list, you can notify all wait listed clients simultaneously, allowing the quickest client to confirm their spot.

Fill up spots faster and guarantee more revenue for your business by heading to the App Drawer > Setup > Business Policies > Wait List.

Learn more about the Fastest Response wait list setting with our Business policy settings article!

Gain more control over late cancel & no-show fees with custom fees per service! You can now set multiple penalties based on client type and service, ensuring accurate compensation for staff, and revenue protection.

You can now use the new Add Penalty section to assign fees to different services, making sure they match the value of each one. And don’t worry—any penalties that were already set before this update will stay the same.

To customize fees, go to App Drawer > Setup > Business Policies > Cancellation.

Now you can quickly create an exact copy of any template or campaign with our new duplication feature! Just click the 3-dot ⋮ action menu, choose Duplicate, and customize the copy to fit your needs. This powerful tool will streamline your workflow, save you time, and help keep your campaigns perfectly consistent.

Check out Creating, modifying or duplicating marketing templates to learn more.

Form creation just got more flexible! Now, you can use variables in the Form Builder to automatically incorporate client, service, and purchase details into your forms. Simply click the new View Variables button in the Staff Back Office or Elevate Staff App to create dynamic waivers, contracts, and other forms that adapt to each client.

For example, MediSpas can now automatically fill in details like the patient’s name, specific treatment, and relevant purchase information. Variables appear as placeholders in the Form Builder (e.g., [FullName]) and are replaced with actual details (e.g., John Doe) when viewed on a client’s profile. This ensures that each form is precisely tailored to the individual patient, enhancing both accuracy and professionalism.

Learn more about variables in the Form Builder in our Create, modify, or delete a form template article.

Easily gather form submissions without redirection using the new Kiosk Mode feature, ideal for client consultations or events like trade shows and workshops. This feature allows continuous form collection while displaying your business’s name and logo.

All responses are saved as guest entries, and you can later link them to the correct profiles easily. Copy the Kiosk Mode URL in the form settings or the 3-dot ⋮ action menu in the Form Builder to get started.

Learn more about Kiosk Mode with our Form settings article!

You now have the ability to customize the descriptions within the signature and initial elements in your forms. Business owners and staff can easily edit the text by clicking the pencil icon ✏️ in the element header and description. This feature allows for a more tailored and streamlined form experience.

This customization option is exclusive to forms and won’t affect other places where you use signatures and initials.

A new icon is coming to your schedule! Appointments and assets that require a form will now display a red icon if the form is incomplete and a green icon when it’s completed. This update makes it easier to track form completion at a glance, helping you stay organized and on top of client requirements.

To enable this icon, go to Setup > Look and Feel > Schedule Design > Color & Cell Style.

Learn more about the new form status icon on schedule with our Schedule Designs settings article.

Staff can now add, edit, and delete notes directly from the appointment slideout on the schedule, saving time and improving efficiency. No more navigating to the client profile—everything can be done right from the schedule.

For staff to add or edit profile notes on the appointment slideout ensure that App Drawer > Setup > Staff Roles > Clients > Manage notes staff permission is enabled.

Check out Appointments on the schedule to learn more about managing profile notes from the slideout!

This next update brings a more intuitive and user-friendly filtering system to many of our reports, making sorting, searching, and analyzing your data simpler. With clear indicators for active filters and improved filter descriptions, navigating through your reports is now easier, helping you make more informed decisions with confidence.

We’ve been making significant improvements to the All Sales Report to enhance your experience and simplify how the report works.

Here’s what’s new this release:

These improvements make your sales data easier to navigate and analyze.

View subtotal and total net sales of products in packages: The Inventory on Hand report now displays a product’s subtotal and total net sales of products that are sold as part of a package, helping you better manage inventory and track revenue accurately.

Visits Remaining report improvements: Based on your feedback, we’ve made several enhancements to the Visits Remaining report:

Class Average report improvements: The Class Average report has been updated and renamed to better serve your needs:

Failed check-ins are tracked in the Check-Ins report: The Check-Ins report now tracks failed check-ins. This helps to identify any patterns or recurring issues that may be causing check-in failures.

Display the correct staff name for transaction tips: We’ve resolved discrepancies across sales reports, ensuring that transaction tips are now consistently assigned to the correct staff member.

Reports will show transaction tips attributed to the staff member who sold the appointment. These are the tips that are added at the bottom of the cart and don’t pertain to a specific appointment.

Total Sales renamed to Total Paid in sales reports: The column previously titled Total Sales has been renamed to Total Paid in all sales reports for greater clarity.

Batch Reconciliation Report improvement: A Revenue Category column has been added to the Batch Reconciliation Report, making it easier to transfer data to external bookkeeping tools.

This next feature will keeps clients informed about their membership status. Now, clients will be notified via email, SMS, or push notification when their Purchase Option hold is about to end. This gives them time to prepare for membership reactivation or extend the hold if needed. This update enhances client communication and ensures a smoother experience.

Manage this feature under Setup > Notifications > Client Notifications > Billing. For existing businesses using WellnessLiving, this notification is OFF by default.

Learn more about client notification types here!

Clients and staff can now view total attended/checked-in visits for the past 30 days or calendar month as well as lifetime visits across all locations in the Achieve App and Client Portal.

This feature empowers clients and enables businesses to gamify attendance using engagement strategies like milestone rewards and discounts. Monthly visit totals are displayed on both Past and Upcoming Schedules.

Achieve App

Client Portal

To enable, go to App Drawer > Setup > Web Applications > Client View Settings > Schedule Settings. By default, this setting is OFF.

We’ve added new power search criteria to enhance your client tracking:

These updates give you more control and flexibility in managing your client data.

Take a look at the different ways to use the Power Search criteria to filter for specific client data.

Managing contact info across linked profiles is now easier.

When viewing a child’s profile, you can quickly pull emails, phone numbers, and addresses from a parent, guardian, or other related profiles. This update makes contact sharing straightforward in both the Staff Back Office and Elevate Staff App.

To help businesses that rely on profile pictures to identify paying clients, you can now disable the ability for clients to edit their profile pictures. This ensures consistency and prevents clients from uploading unrelated images.

To enable this setting, go to App Drawer > Setup > Business > Business Policies > Security and select Clients cannot edit their profile picture after registering.

Managing and tracking belt progress just got a whole lot easier. The attendance list now includes key details such as Time at Rank, Attendance at Rank, and Conditions for Promotion, allowing staff to quickly assess what clients need to advance.

Additionally, the Belts report has been significantly improved for Martial Arts Studios. It now loads faster, you can search by client name, phone number, or client ID, and it includes brand new filters and columns to simplify navigation.

You can filter by Promotion Status, Belt Category, Current Belt, Client Group, Client Type, and Home Location (for multi-location studios). And the new columns include Time at Rank, Attendance at Rank, and Belt Received On.

These updates provide a more efficient way to track and support client advancement.

We’ve made it simpler to set up gift cards, discount codes, and packages.

Now, instead of selecting each item one by one, you can pick products or services with just one click. It’s also much easier to exclude items during setup, making the whole process quicker and more straightforward for you and your team.

Staff can now easily redeem gift cards right from the client profile on the Elevate Staff App, making it more convenient to manage gift card transactions on the go.

Just navigate to Client Profile > Account Balance > Gift Card Redemption to give it a try.

Take a look at the different ways to redeem a gift card as a staff member.