Understanding the distinctions and overlaps between client types and client groups in WellnessLiving is essential for effectively managing and segmenting your clients. Both features offer unique functionalities that, when used appropriately, can enhance your business operations.
While both client types and client groups aid in client management, they serve different purposes:
Client Types offer a broad, automatic classification based on purchase activity, useful for general reporting and management.
Client Groups provide a flexible, customizable way to segment clients for targeted communications and specialized offerings.
By strategically utilizing both features, you can enhance client engagement and streamline your business operations. Review the table below for a more detailed breakdown.
Comparing client types and client groups
Aspect | Client Types | Client Groups |
Assignment | Client types are automatically assigned based on purchase behavior. The assigned client type can be manually over-ridden. | Client groups are assigned manual or based on criteria with optional auto-updates. |
Exclusivity | Clients belong to one type at a time, based on a preset hierarchy. | Clients can be in many groups simultaneously. |
Customization | Limited to default types; custom types can be created but are still singular. | Fully customizable based on various client attributes. |
Reporting | Available as filters in most client-based reports. Sometimes available as summary cards. | Available as filters in most client-based reports. Can be used in conjunction with Power Search. |
Purchase Restrictions | Supported | Supported |
Client Booking Restrictions | Supported | Supported |
Staff Booking Restrictions | Supported | Supported |
Automatic Discounts | Supported | Not currently supported |
Priority Waitlisting | Supported | Not currently supported |
Late Cancel & No-show Penalties | Supported | Not currently supported |