We’re bringing you new features and improvements that will simplify your day-to-day processes!

Release 64 is packed with powerful updates and brand-new features like prepaid service add-ons for easy product tracking, improved reports with faster loading and better usability, and modernized store and event booking widgets!

And that’s not all! New tools like automated staff signatures on receipts and client file previews are here to save you time and reduce manual admin tasks.

For enterprise businesses, we’ve introduced new fee management and reporting features, along with Travelers Mode for seamless client management across multiple locations. Let’s get into it! 🚀

Featured Improvements

Enterprise Updates

Additional Improvements

Check out the top new features designed with your feedback in mind. 👇

Get ready to impress your clients with sleek new Store and Event Booking widgets for your website!

The Store widget offers a modern shopping experience, perfect for businesses like yoga studios or gyms selling class sessions, apparel, or equipment. Clients can browse, add items to their cart, and check out with ease.

The Event Booking widget simplifies registration for workshops, events, or classes, making it ideal for businesses like dance studios or wellness centers. For example, a client signing up for a weekend retreat can now select their session and confirm their spot in just a few clicks.
​

It’s here! You can now encourage your clients pre-purchase service add-ons, like Botox units or instrument rentals, in bulk and use them over time! These add-ons are automatically stored in their profile, making them easy to access for future appointments.

Mark Koepsell, owner of Xanadu Med Spa in Fort Collins, CO played a huge role in shaping the functionality of this feature. Mark’s clients often purchase Botox in bulk, and he wanted a way to track these prepaid add-ons without extra manual work.

Thanks to his input, we’ve launched our Prepaid Service Add-ons feature that stores and automatically deducts units during appointments, updating inventory in real-time.

If you need additional tips, head into the following articles on our Help Center to get started: Manage prepaid service add-ons, Set up an add-on product.

Now your clients can preview and download important documents right from their profile Attachments page—no extra steps, emails, or external links needed! 🔍

This update was shaped by Yoshia Burton, franchisee and head of business development at Innovative Fitness, a 17-location personal training business in Canada. Yoshia wanted a way for trainers to share strength programs and session notes without the hassle of back-and-forth emails. Now, when a trainer uploads a workout plan or nutrition guide, clients can log in, open their profile, and download it on their phone before heading to the gym.

If you need additional tips, head into the following articles on our Help Center to get started: Add, modify or remove attachments from a client’s profile.

This release, we’ve upgraded more of our reports with our Generated Reports feature, designed to improve performance and usability. The report page will now load with a pre-generated report, or load in the background while the rest of the page appears to get you the information you need faster. The default settings have also been improved to make important data easier to access.

In Release 64, we upgraded these reports:

Check out our Help article for more on Generated Reports.

New updates to our Tips Reports give you a faster, smoother experience with more control and visibility over tip allocation!

Filters have been reorganized to include:

If you need additional tips, head into the following articles on our Help Center to get started: Tip Earned Details Report, Tip Earned Summary Report 🤩

Updates to the Check-in Report make managing health insurance reimbursement submissions a lot less work. Ron Kodl from The Well Studio in Dublin, California, worked with us to create a solution that brings essential client and service details together in one report, saving time and reducing errors.

Here’s what you can now include:

To get started on customizing your Check-in Report, head into the following article in our Help Center: Check-ins Report.

Catch important client info at a glance! New alerts for unsigned waivers, expiring credit cards, churn risks, birthdays, and milestone visits will now help you take action, fast. 🛎️

This means fewer missed renewals and more client engagement. If a client’s card is expiring, staff can update it before their membership lapses. If attendance drops, you’ll know right away and can reach out.

New summary cards track No Shows, Late Cancels, and Visits in the Last 30 Days, giving you a clear picture of client activity so you can keep them coming back. 📅

These updates are now live in your client profiles in the Staff Back Office.

To learn more about your Client Profiles, head to our Help Center. Here’s a few relevant articles to get you started: Client profile overview page, Client profile.

No more stress managing shared memberships! Thanks to insights from Greg Macy at Ripple Effects Martial Arts in Middleburg, Florida, you can use new Power Search criteria to quickly find clients who own or benefit from shared memberships—forget digging through individual profiles.

Here’s what’s possible:

To try out the new Power Search criteria, check out the following article in our Help Center: PowerSearch for Memberships.

You can now automatically add your staff’s digital signature to visit receipts, saving time and meeting insurance reimbursement requirements—no manual edits needed.

Ben Channon, founder of BFitt Allied Health in Brisbane, Australia, shared valuable feedback that helped to shape this feature. Ben along with others in the healthcare space highlighted the need for provider license numbers (introduced in our last release) and digital signatures to meet healthcare submission standards.

With this feature, your staff can upload or draw their signatures in their staff profiles, and they’ll automatically appear on the client’s Visit Receipt. 📋

To learn more about staff member profile updates, head to our Help Center - Staff member profile fields and Staff signatures on visit receipts.

No more digging through client profiles—staff can now access, update, and manage forms from the Appointment forms page with a single tap, keeping everything organized and hassle-free. ⏳

If a client forgets to complete an intake form or waiver before their session, staff can send a reminder email without leaving the app—helping avoid delays and keeping everything on track. Staff can now also delete outdated responses from the app, making it easier to keep client profiles organized and up to date. 📋

To see the Appointment forms page in action head over to our Help Center - Appointments form page on elevate staff app, and to learn more about the Elevate Staff App, here’s a related article.

Now, you can manage franchise fees and royalties in WellnessLiving! The new HQ Fee Management feature gives you complete control over setting and managing fees across your franchise locations. You can choose to collect a flat rate, a percentage of sales, or fees on discounts, tips, or taxes, providing full control over fund disbursement.

This feature was co-developed with input from Daniel Stickler, CEO of The Covery, a fast-growing wellness spa franchise. Daniel’s team needed a way to simplify the complex process of managing multiple types of franchise fees across locations. With this new system, fees are now split automatically—saving them hours of manual work and making it easier to expand their network of locations.

Plus, the new Enterprise-level report gives you a clear overview of all fees and sales, so you can track and manage finances with confidence. It’s the perfect tool to support your growth and keep operations running smoothly!

Note: This feature is only available for businesses using certain payment processors.

To learn more about HQ Fee Management, check-out the following article on our Help Center: Enterprise Cloud.

Tracking franchise fees across multiple locations is easy with the new HQ Fees Breakdown Report! This report gives you a detailed view of all fees, how they’re applied, and the total collected for each location, helping you keep fee settings accurate and effective.

With over a dozen locations planned, this report is a game-changer for The Covery. The team can now easily track fees at each site, monitor trends, and ensure their fee structure supports business growth.

Here’s what the report includes:

NOTE: Fees displayed in the report are based on when fees are applied and calculated, not when they are settled into the recipients' bank account.

To learn more about HQ Fee Management, check-out the following article on our Help Center: Enterprise Cloud.

Our revamped Traveler's Mode for Enterprise customers gives your staff access to a shared client database across locations! They can now update and manage client information no matter which location a client visits.

This feature has been a major win for Easton Training Center, a growing martial arts business in Colorado. With members frequently training at different Easton locations, regional managers Vi Burlew and Sarah Rochniak needed a solution easily access and manage client information.

Their team uses Traveler's Mode to view full client profiles, including session history, booked services, purchases and preferences. It really helps them to provide a great client experience whether clients visit one location or all of them.

To enable Traveler's Mode, head over to our Help Center for step-by-step setup instructions: Traveler's Mode, Traveler's Mode FAQ.

View add-ons in appointment details: Staff can now click on an appointment name to quickly see its associated product add-ons, saving time and extra clicks.

Improved stability for the Elevate Staff App: Enjoy a smoother and more reliable experience with significantly fewer app crashes on both iOS and Android devices, making navigation easier than ever.

Full calendar item name visibility: The full names of appointments, classes, events, or assets (e.g., Therapeutic Wellness Massage - 60 Minutes) in the Elevate Staff app now appear in the header when viewed from the schedule or client profile, providing greater clarity at a glance.

Updates to the experience and usability of Reports include:

Enhanced summary cards on the Projected Revenue Report: You will now see relevant and accurate data in the summary cards displayed at the top of the Projected Revenue report, helping you to quickly review your financials.

Update to alerts in Collections:

Improved client contact logs for marketing campaigns: We’ve also optimized email campaign performance to reduce delays, ensuring your messages reach the right clients faster—even with large mailing lists.

Faster and more reliable email campaign delivery: Email campaign performance has also been optimized to reduce delays, ensuring messages reach the right clients faster, even for large mailing lists.

Updates to checkout options: Fixed issue where staff couldn’t sell an add-on that was set to be part of a package.

Tax displayed on receipt for automatic payments: Receipts have been updated for auto-renewing packages. The subtotal on receipts will now display the amount exclusive of tax, and the tax field will clearly indicate the tax amount applied. This ensures accurate breakdowns and improves clarity for both initial and automatic payments.

Visit Limits for on-hold memberships: Clients can no longer exceed visit limits when a membership is on hold. If a membership is paused and only specific visits are rolled over, clients are limited to using those visits, ensuring accurate enforcement.

Automatic Purchase Option check for waitlist promotions: When promoting a client from the waitlist to a booked visit, the system now automatically checks for applicable Purchase Options in their profile and marks the visit as paid. This streamlines the process and eliminates the need for manual updates.

Client Self-Registration Kiosk waivers: When an Online Waiver is disabled, Waivers will no longer show as an option.

New design for service setup settings: Staff can now easily search for and select prerequisite services from a dropdown menu. The updated design improves usability, has better search functionality, and simplifies managing services.