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 Traveler’s 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. 👇

COMING SOON! 👀

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.

For more, visit Manage prepaid service add-ons and Set up an add-on product in the Help center.

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

With this update, staff can easily upload treatment plans, aftercare instructions, consent forms, and other essential documents directly to a client’s profile. For example, a practitioner can upload a PDF titled "Botox Aftercare Instructions" for the client to review. When the client logs into the Client Portal, they can preview the document and download it to their phone for easy access after their appointment. 📱

Access to documents is faster and easier for your staff and clients and you have full control over which attachments are visible to clients, ensuring privacy when necessary. 🔒

Learn more about managing Attachments in our Help Center: Add, modify or remove attachments from a client’s profile.

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:

This improvement reduces load times, saves you valuable time, and enhances your ability to manage and review reports effectively.

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:

For tips on navigating and organizing Tip Reports, check out the, take a look at Tip Earned Details Report and Tip Earned Summary Report. 🤩

Updates to the Check-in Report make managing health insurance reimbursement submissions a lot less work. Health and beauty businesses that provide treatments eligible for insurance reimbursement, such as therapeutic massage or medically necessary skincare treatments, can now add custom fields to the Check-in Report. These improvements enable business owners to display all the necessary client and treatment information in one place—eliminating the need to manually combine data from multiple sources.

Here’s what you can now include:

Check out our Help article, Check-ins Report to get started on customizing your 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.

Be sure to dig into all of the recent updates we’ve made to the Client profile overview page.

Managing shared memberships just got easier for health and beauty businesses! 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:

Now you can maximize the potential of shared memberships to help you boost loyalty and attract new clients. Whether it’s offering promotions for giftable treatments like chemical peels, therapeutic massages, or skincare consultations. 💑

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

This update meets healthcare submission standards by allowing you to ensure the client’s Visit Receipt include staff signatures. Your staff can upload or draw their signatures in their staff profiles, and they’ll automatically appear on Visit Receipts.

For more, see all of the recent updates to the Staff member profile fields and 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. 📋

Head over to Appointments form page on Elevate Staff App for more details!

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.

Check-out Enterprise Cloud to learn more about HQ Fee Management.

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.

For health and beauty businesses where clients frequently visit multiple locations, 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.

With Traveler’s Mode, staff can view a client’s entire account, including services booked, products purchased, treatment history, and more, no matter where they visit.

For example, a client who receives Botox at one location and a facial treatment at another can have their profile viewed at any location, allowing staff to see their treatment history, preferences, and remaining banked Botox units. Practitioners at any location can update the client’s progress, add treatment notes, and share recommendations.

Traveler’s Mode really helps to provide a great client experience whether clients visit one location or all of them. For more on how to enable Traveler’s Mode, check out Traveler's Mode and Travelers 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.

Edited Tax Display 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.

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