Understanding client profiles across multiple businesses
Some clients may be registered with multiple WellnessLiving businesses using the same email address. In some cases, family members attending different studios may share an email for their accounts across various businesses. As a result, these clients have profiles with multiple businesses within WellnessLiving.
How client profiles function across businesses
When a client has profiles with more than one business in WellnessLiving, their profile at your business remains independent from profiles they have with other businesses. Except for the email and password fields, all other fields are unique to your business.
For example, if a client updates their first name in their profile at your business, the change will only reflect in your business’s records and will not affect their profile at another business.
Additionally, if another business merges duplicate profiles for a client, this will not impact the profile that the client has with your business. For more details, see Merging two client profiles.
Troubleshooting
If a client is having trouble signing in to the Client Portal, send them your business URL for signing in.
If a client is having trouble signing in to your custom Achieve Client App via a mobile device, have them try to switch to another business.
Client profiles can’t be merged if the profile you want to merge information from exists in multiple businesses on WellnessLiving. For more information, see Merging client information.