Staff members can book services for clients with relationships that don’t have access to WellnessLiving, or can’t do it themselves.
Book a service for a client’s relationship
To book a service for a client’s relationship, follow these steps:
On the Top Nav Bar, click the Search
button, enter the client’s information, and click their name to access their client profile.In the side menu, click Relationships.
In the Relationships menu, click the name of one the client’s relationships to access their profile.
From the Overview page of the relationship client’s profile, click Book and select a service to book.