To create a client type, click the App Drawer 
, then click Setup > Clients > Client Types.
Understanding client types
Client types allow you to easily categorize, organize, and manage your clients. The default client types in WellnessLiving indicate the types of Purchase Options a client has purchased from your business and whether those Purchase Options are active or expired.
For example, when a client purchases a membership, the system automatically assigns the Active Member client type to their profile. However, you can also create your own client types that suit the needs of your business. By default, WellnessLiving has the following client types:
Active Pass Holder
Clients who have purchased time-based or session-based passes.
Inactive Pass Holder
Clients whose time-based or session-based passes have expired.
Active Member
Clients who have purchased memberships.
Inactive Member
Clients whose memberships have expired.
Prospect
Clients who haven’t purchased any passes or memberships.
Each client type has an assigned icon. These icons appear next to any client listing and in client profiles for quick visual identification.
What you can do with client types
You can use client types to manage or interact with a specific group of clients. Some examples include:
Filtering your reports for specific group of clients.
Sending automatic notifications and marketing campaigns to a specific group of clients.
For example, you can filter your reports, offer free or discounted products and services, or send automatic notifications and marketing campaigns to a specific group of clients.
Getting started with client types
Before you start using client types, follow these steps:
Create the client types
Use the Staff Back Office of WellnessLiving to create the client type.
Restrict products, services, and automated notifications to specific client types
Determine the products and services you want to offer for specific client types and customize your automation notifications to send to specific client types.
Start managing by client types
Once everything is set up, you can begin managing your products, services, reports, and automatic notifications by client types.
Key tips
Assigning client types
When you add a new client to the system, the client type in the client’s profile is set to Prospect until the client purchases a pass or membership.
Each client can only be assigned one client type at a time. If a client is eligible to be listed as multiple client types, only the client type with the highest priority will be associated with the client. For more information, see Changing the priority of a client type.
If you change the client type selected under Client Type or Member Type of a Purchase Option that’s been sold to clients, clients who already own that Purchase Option will have their client type changed automatically.
When a client’s Purchase Options expire and they no longer own any passes or memberships, their client type is automatically reverted to Inactive Pass Holder or Inactive Member unless one of the Purchase Options they previously owned was an introductory offer. If a client owned an introductory offer Purchase Option, their client type is automatically changed to Prospect.
Client types vs. client groups
Client types shouldn’t be confused with client groups. Client groups are groups of clients manually assigned and created by staff members to organize clients.