You can contact clients by phone call, email, SMS, or Message Center from the Staff Back Office or the Elevate Staff App. The Staff Back Office allows you to send messages to individual clients or groups of clients, access client reports, and filter contact lists using advanced search tools. The Elevate Staff App is optimized for mobile, allowing you to quickly contact individual clients from their profile or reach out to clients from the schedule.
Use WellnessLiving's built-in communication tools to:
Send reminders for upcoming appointments, classes, or events.
Follow up with clients about missed visits or outstanding payments.
Promote business updates, special offers, and loyalty programs.
Respond to client inquiries quickly and efficiently.
Clients must have a valid phone number or email address in their profile and be opted in to receive communications to receive your messages. To check or update a client’s preferences, see Change a client's notification settings.
Key tips
You can send a maximum of 4,000 emails per hour or 40,000 emails per day to your clients, regardless of the number of locations in your business.
Clients must be opted in to receive News and updates in their notification settings to receive custom email template messages.
Messages longer than 160 characters, are sent as a multipart message. You can send a multipart message up to 1,530 characters long (153 characters per message, up to 10 messages). For more information, see SMS character limit.
A warning message appears before sending when an SMS message will result in overage charges based on your WellnessLiving subscription plan.
A client can unsubscribe from SMS messages at any time by replying with STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT. Even if SMS notifications are enabled on the backend, they will no longer receive messages. To resubscribe, the client must reply with START, YES, or UNSTOP.
Clients can only be contacted through Message Center if your business is subscribed to Message Center.
Contact a group of clients
To contact a group of clients:
Open the All Clients Report, any clients report, client groups, or attendance list.
All Clients
Open the App Drawer
then click View All > Clients.
Client Report:
Open the App Drawer
then click View All > Reports > Clients.Select a report that includes a QUICK Contact button.
Filter the report to refine your selection.
Client Groups:
Click the App Drawer button
then click View All > Setup > Clients > Client Groups.Find the client group you want to contact.
Click the Action button next to the group, then select QUICK Contact.
Attendance List:
Open the App Drawer
then click View All > Schedule.Locate the class, appointment, or event where the clients are scheduled.
Click the session, then select View attendance list.
Select the clients
Client Groups:
All clients within the group are automatically selected.
Client report and attendance list:
Select the boxes next to the clients you want to contact.
To select all clients, select the Client checkbox at the top list. If the report is more than one page, Select all records from all pages.
Choose a communication method.
Click QUICK Contact and select Email, SMS, or Push.
Compose and send the message
Click Send.
Contact an individual client from their profile
Browser – Staff Back Office
To contact an individual client from their profile using the Staff Back Office:
Use the Search to find and select the client.
On the Overview page, click Contact.
Select Email, SMS, or Push.
Compose and send the message.
Click Send.
Mobile – Elevate Staff App
To contact an individual client from their profile using the Elevate Staff App:
Tap the Clients tab.
Search for and select the client.
Tap Contact, then select the method you want to use to contact the client.
Compose and send your message.