Welcome to WellnessLiving! Get ready to transform your business with our dynamic guide that takes you through the essential steps of your setup journey!
From your services and settings, to crafting your unique brand identity and optimizing client views, we’ve got you covered. Follow our guide for a seamless onboarding experience that sets you up for success. Let’s dive in and make magic happen!
And guess what? You can jump right in to the relevant sections using the links in the sidebar!
Getting started with WellnessLiving
Your Welcome Email from WellnessLiving is in your inbox, and that means your account is officially ready to access! Grab those login credentials, and let’s explore setting up your business with all the amazing tools WellnessLiving has to offer.
Sign in to your WellnessLiving Account
You can easily access your WellnessLiving account by going to wellnessliving.com. Just a few more clicks and we can get started!
To sign in to your WellnessLiving staff account, follow these steps:
Go to wellnessliving.com and click Staff Sign In.
Choose how you want to sign in:
With Google, Facebook, Microsoft, or WellnessLiving credentials.
Enter your WellnessLiving email and password.
Then, click Sign In.
You can also sign in with your social profiles. Check out this guide for detailed steps on connecting social media accounts for sign in.
Sign your Service Agreement
Congratulations! You’ve completed your initial setup with our sales team and you’re ready to start transforming your business. When you log in for the first time, the service agreement will appear—this needs to be completed to take the next steps towards setting up your business.
To sign your service agreement, follow these steps:
The service agreement will pop up when you log in.
Take a moment to read through the terms and conditions.
Click Agree or Sign to complete your service agreement.
Signing this agreement marks the beginning of a partnership to help you grwo your business.
Get ready to work with your onboarding specialist and shape the future of your business! This guide helps you complete the initial setup so your calls can focus on strategic questions. The more you accomplish before and between calls, the more impactful your onboarding will be.
Confirm business information & location details
To ensure your business is set up correctly in WellnessLiving, verify key information like your business name, type, and address.
To access and verify your business's general information, follow these steps:
Click the App Drawer then View All.
Select Setup from the list.
Under Business, click General Information.
Edit your information if needed.
Then, click Save.
To add or update your location’s information, follow these steps:
Click the App Drawer , then View All.
Select Setup and click Locations.
To add a location, click Add Location.
Fill in required fields (marked with red *) and select the time zone.
Configure optional settings: business description, images, business hours, and integrations.
Click Save.
Create waivers, and customize policies
Business policies guide your daily operations, including bookings, cancellations, and waitlists. You can set up general policies for all services, clients, and staff, or customize them for specific services.
To set up business policies, follow these steps:
Click the App Drawer > View All > Setup.
Go to Business > Business Policies.
Configure policies across different categories.
Click Save.
Within this section, be sure to configure your Cancellation Policy & rules for late cancels & no-shows.
For detailed guidance, refer to the WellnessLiving Onboarding 101 Workbook.
The online waiver is a liability release that clients must sign when registering or booking services for the first time. It’s disabled by default.
Clients can sign using a mouse or signature pad. If a waiver is required, clients will be prompted to sign when they log in or book a service.
To enable your online waiver, follow these steps:
Go to App Drawer > View All > Setup > Business > Online Waiver.
Choose when the waiver is required (at registration or booking).
Set options for minors, add waiver title and content.
Use text variables like [BusinessName], [FullName], and [MinorsName] to automatically populate information.
Click Save.
You can personalize the WellnessLiving Staff Back Office and schedule to create a consistent brand experience for staff, streamlining workflows and enhancing familiarity with the platform.
Staff Back Office
In the Staff Back Office, you have the option to customize the App Drawer, Top Nav Bar, schedule, POWER Search, and dashboards.
To modify the appearance of the Staff Back Office, follow these steps:
Go to App Drawer > View All > Setup > Look and Feel.
Select Staff Back Office.
Customize the Staff Back Office settings to your liking.
Then, click Save.
Schedule Design
Customize the look and behavior of the schedule, with a dynamic preview to see the changes.
To modify the appearance of the schedule, follow these steps:
Go to App Drawer > View All > Setup > Look and Feel.
Select Schedule Design
Customize the Staff Back Office settings to your liking.
Then, click Save.
Add Staff, Pay Rates, Payroll
You can add staff to your business to give them access to various functions in WellnessLiving.
To add a staff member, follow these steps:
Open the App Drawer > Setup.
Click Staff and expand the Staff Members section.
Click Add Staff.
Complete the required fields (marked with red *).
Click Create Staff Member.
Once added, the staff member can log in, and a client profile will be automatically generated for them. You can modify their profile later to set their location, pay rates, hours, and services. You can also adjust the staff role to control the access your staff member has within WellnessLiving.
You can set pay rates for staff to track payments for selling items, offering services, or working by the hour. Rates are set individually but can be copied from another staff member.
To set pay rates, follow these steps:
Open the App Drawer > View All > Setup > Staff.
Select the staff member.
In their profile, click Pay Rates.
To copy rates, select Copy from another staff member.
To add a new rate, click Add new pay rate, enter the details, and click Save.
You can set available or unavailable times for staff members based on their schedule.
To set working hours from the staff member’s profile, follow these steps:
Go to App Drawer > View All > Setup > Staff > Staff Members.
Select the staff member and click Working hours.
Click Add available time or Add unavailable time.
Set the location, date range, days, and times.
Choose whether the availability applies to all or selected services.
Add any notes and click Save.
You can also manage hours directly from the schedule by selecting the staff member and modifying their availability there.
Payroll reports
The payroll reports in WellnessLiving provide essential insights into staff compensation, helping business owners efficiently manage payroll and track expenses. The Payroll Summary Report gives an overview of staff pay, while the Payroll Details Report provides a detailed breakdown of individual earnings, services they provided, client attendance and more. These reports help business owners track payroll costs and ensure accurate compensation
To navigate to these reports, go to App Drawer 
> Reports > Staff, and then select your desired report.
Elevate Staff App - Mobile
The Elevate Staff App is a mobile version of the Staff Back Office, available on both iOS and Android devices. Designed specifically for staff members, it provides instant access to essential tools and information, making it easier to manage your business from anywhere.
With the Elevate Staff App, staff members can:
Access client billing and contact details.
View your schedule and attendance lists for services.
Add new clients.
Book, reschedule, or cancel appointments and classes.
Update staff availability.
Sell products, passes, and memberships.
To get started with the Elevate Staff App:
Download the app from the Apple App Store or the Google Play Store.
Launch the app and enter your credentials.
Once signed in, you’ll have access to on-the-go tools to manage your clients and services.
Start using the Elevate Staff App to simplify your workday and stay connected with your business wherever you are!
Add Services
To set up your business’s available services, go to the App Drawer > Setup > Services, and set the toggle to ON to enable each service type .
Services refer to various types of client offerings, such as:
Appointments: One-on-one services like training or massages.
Classes: Regular group sessions.
Events: Multi-day series like retreats.
Gym visits: Open facility access without booking a specific time.
Book-a-Spot assets: Equipment reservations (e.g., bikes, boxing bags, massage rooms).
Next you’ll create services for your available services.
To create a new class, appointment or event, follow these steps:
Open the App Drawer > View All > Setup > Services > and select the type of service you want to create.
Click Add Class, Add Service or Add Event.
For Appointments, add a service category by clicking Add Category.
Enter the service details like Name, Description, and photo.
Select the Book Now Tab category for the client booking page.
Review and adjust settings and advanced settings. Don’t be afraid to click the options and ⓘ buttons for more details to perfect your setup.
Then, click Save or Save and Schedule to immediately schedule sessions for your new service.
To save time creating future services, click Duplicate from the service details page to copy a service like a template.
Gym visits allow clients to use your facilities at their convenience. Once you’ve enabled Gym Visits as an available service type, you can create client purchase options like session passes or memberships, with set or unlimited visits (e.g., 10-visit, monthly, or yearly memberships).
Book-a-Spot® enables you to manage your assets like rooms and equipment that can be booked independently or as part of a class, appointment, or event.
To create a Book-a-Spot asset, follow these steps:
Go to App Drawer > View All > Setup > Services > Book-a-Spot.
To create an asset:
If needed, click Add Category to create a new asset category.
Within the category, click Add Asset and enter the asset details.
Click Save.
You can also create an asset layout that visually represents the space for classes or appointments, allowing clients to choose specific assets (e.g., bikes) during booking.
You can sell products like gym bags, towels, and water bottles through your store, available for purchase with or without services.
To create a new product, follow these steps:
Go to App Drawer > View All > Setup > Store Configuration > Products.
Click Add Product.
Configure the product options, name, description, and image.
Click Save.
Purchase Options in WellnessLiving are payment methods that allow clients to book and access your available services like:
Membership - Unlimited access to services for a set period, like a monthly gym membership.
Session pass - A set number of visits, such as 10 spin classes with a 10-class pass.
Package - Bundle items like session passes, memberships, gift cards, and products (e.g., a 10-class pass and a one-month gym membership).
To create a purchase option, go to App Drawer > Setup > Store Configuration > Purchase Options and select the purchase option you want to create.
To create a membership or session pass, follow these steps:
Click Create Membership or Create Session Pass.
Under Purchase Option Service Category, select the type of service to be offered by the purchase option.
Only one service category can be selected. To include multiple service types, create a package instead.
Account tab memberships add monetary value to a client’s account balance each membership period.
Fill in the purchase option’s General Information details.
Click on the options under Advanced Settings and the ⓘ buttons for more details as you configure the membership settings or session pass settings.
Click Save.
Create a package
To create a package, follow these steps:
Click Create Package.
Fill in the purchase option’s General Information details.
Under Included Items, select the items for the package and set the total price, applying any discounts if needed.
Click on the options under Advanced Settings and the ⓘ buttons for more details as you configure the remaining package settings.
Click Save.
Customize the Client Experience
Automated notifications are transactional messages, like booking reminders or receipts, automatically sent to keep clients informed. Be sure to check which notifications are enabled on each device to prevent overwhelming clients with too many messages.
To access your client notifications, go to App Drawer > Setup > Notifications > Client Notifications.
To customize your notification templates for emails, SMS and push notifications, follow these steps:
Click the edit button on the template you want to edit.
Review notification setup details in the Email, SMS and Push tabs.
Click Visual Editor under Email content to customize your email notification.
Use email variables or Content, Blocks, Body, or Images from the side menu to customize the template.
Click on the eye icon to preview your email on Desktop , Tablet , or Mobile views.
Click Save.
To customize your client-facing settings, follow these steps:
Open App Drawer > View All > Setup > Web Applications > Client View Settings.
Adjust layout, colors, and upload your logo and header image.
Set client check-in preferences and schedule display options.
Organize your Book Now tabs.
Once you’ve finished adjusting the settings, click Save.
Check out our step-by-step guide to identify the best way to set up a self check-in kiosk for your clients, including customization options and check-in methods. It covers everything from kiosk setup to configuring check-in settings for a seamless client experience.
By following this guide, you'll have the tools and information needed to successfully onboard your business to WellnessLiving. Bookmark this article and refer back to specific sections as you walk through the steps. Feel free to reach out to your onboarding specialist or our support team for help along the way.
Achieve Client App
The Achieve Client App allows clients to book services, access schedules, make purchases, and interact with your business via a mobile app on Android and iOS. Clients can manage bookings, their client profile, and shop directly from the app, which is available for download on the Apple App Store or Google Play Store.
Upgrading to the White Label app plan offers custom branding, push notifications, account registration, and more. The app will be customized with support from our App Support team. Submit your request asap so they can get started.
To upgrade your Achieve Client App to White Label after logging in:
Go to App Drawer
> View All > Achieve.Click SEE PLANS, then Get Started under White Label, and click Confirm.
With this guide, you have all the tools and information to successfully set up your business on WellnessLiving. Bookmark this page, refer to it as needed, and work through the steps at your own pace. For additional assistance, connect with your onboarding specialist or our support team.
Your journey to success begins now! Let's go!!