To access a client profile, search the client’s name in the Top Nav Bar, then click their name in the list.
Understanding the client profile
In WellnessLiving, a client profile is a record of a client in your business. You can use a client profile to manage a client’s personal details, purchase history, attendance history, and more.
Each client profile is made up of sections that include specific information about the client:
Overview
Overview
View and manage general information about the client.
Book the client into services.
Sell products and services to the client through the store.
Switch to the client’s staff profile.
Sign in as the client.
For more information, see Client profile Overview page.
Profile Details
Profile Details
View profile information about the client, such as their name, email address, physical address, phone number, and more.
For more information, see Modifying a client’s profile details and Changing a client’s notification settings.
Notifications
Notifications
The client’s communications settings for your business’s automated notifications and marketing campaigns.
From here, you can opt clients in or out of receiving email or SMS notifications that communicate their upcoming schedule and services, account management activities, and your business’s news and updates.
Clients who have opted out of all notifications will receive an Opted out badge next to Notifications in their client profile.
For more information, see Changing a client’s notification settings.
Relationships
Relationships
Lists all the client’s relationships.
Add new relationships as required.
Activity
Activity
Provides information about activities the client has performed, such as making a purchase, booking an appointment, or canceling an appointment.
For more information, see Viewing a client’s activity.
Attendance
Attendance
View the services the client currently has booked.
View the history of services the client has attended.
Remove visits from the client’s attendance history.
For more information, see Viewing a client’s upcoming schedule and Viewing a client’s attendance history.
Account
Account
Provides access to the client’s list of passes and memberships, billing and account information, purchases made, and list of transactions.
Rewards
Rewards
Allows you to access the client’s Earn Points and Prizes pages.
For more information, see Rewards program.
Contact History
Contact History
Sort and view all the interactions the client has had with your business.
Log offline interactions.
For more information, see Viewing a client’s contact history.
Documents
Documents
View the client’s signed waivers, contracts, and form responses.
Add and complete a form for the client.
Upload files as attachments.
Transformation Log
Transformation Log
View and update the client’s transformation log.
Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s transformation log.
Goals
Goals
View and update the client’s goals.
Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s goals.
What you can do with the client profile?
The client profile offers you a ton of ways to review how your clients are interacting with your business and to quickly serve your clients’ individual needs. Here are some of the ways you can do that:
Review the number of times a client has visited your business locations.
Quickly reconcile any unpaid visits on the client’s profile.
Keep apprised of a client’s personal needs and preferences by reviewing their forms and helping them fill in any unfinished forms.
Make changes to their Purchase Options and past transactions.
Key tips
For travel members
If you’re a staff member in an Enterprise Location and viewing the profile of a travel member, some sections of the client profile may not be visible, or some areas may be read-only. For more information about travel members, see Checking in a travel member.
Staff member profiles
Every staff member profile will also have a linked client profile. For more information, see Opening a staff member’s client profile.