After you’ve customized your business settings in WellnessLiving, you’re ready to start assessing the way your staff members interact with it. This assessment will allow you to examine, analyze, and adjust your staff members’ WellnessLiving experience. After you’ve ensured that your staff workflow provides the most efficient experience possible, you’re ready to optimize your client workflow.
Best practices
Create a test client in WellnessLiving.
Sell a product to a test client for $0, sell a membership (if applicable) to a test client, and sell a class or appointment Purchase Option to a test client. For more information, see Making a sale.
If your business provides classes, schedule a class, then book a test client into the class.
If your business provides appointments, book an appointment for a test client.
Review your self check-in process.