Client Icons
Client icons appear in key areas of WellnessLiving where client details are displayed, giving you quick insights into a client’s status, history, and any actions that may be needed. These icons let you see important information—like unpaid visits, unsigned forms, or account alerts—at a glance.
Client icon meanings and actions
As you navigate the software, client names are often displayed alongside key details like profile picture, ID, phone number, and email address. Many of these details are paired with client icons that provide quick insights into the client’s status.
Click an icon to open the relevant section of the software, where you can view full details or take action.
Hover over an icon to see a tooltip with more information or any required actions.
Other icons that may appear alongside client names include attendance icons and customizable client type icons.
Here’s an overview of the client icons and what each one represents:
Milestones | Milestone icons are visible on the day the client hits predefined visit milestones. Use client groups to display icons continuously as clients progress through each milestone—not just on the day they achieve it.
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Client groups and client types |
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Account balance | You’ll see a dollar amount when the client has a credit or an outstanding balance.
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Flagged profile |
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Client alert |
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Unsigned waiver |
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Unsigned contract |
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Incomplete form |
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Unpaid visits |
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Task to do |
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Birthday |
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Vaccination status | Displays the vaccination status of the client such as:
You can modify a client’s vaccination status from their client profile. |
Visit milestones icons represent 1, 5, 10, 25, 50, 100, 250, 500, 1000+ total visits.
The client belongs to the 
A green dollar amount is a credit on their account.
A red dollar amount is their outstanding balance.
The client’s profile has been flagged, preventing them from booking services or making purchases.
The client has a 
The client has a medium priority note on their profile.
The client has a high priority note on their profile.
The client hasn’t signed your 
The client has not signed the 
The client hasn’t completed one or more required 
Displays the number of unpaid visits the client has.
Indicates the client has over 99 unpaid visits.
The client has a task on their profile to complete.
Today is the client's birthday.
Fully vaccinated
Partially vaccinated
Not vaccinated
Unknown