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.
Whether you need to reach a single client or send a message to a group, you can 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 before you begin
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 have a valid cell phone number under the Cell phone field on their client profile to receive an SMS message.
Clients must be opted in to receive News and updates in their communication settings to receive custom email template messages. For more details, see Change a client's notification settings.
If your SMS message is longer than 160 characters, it will be 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.
If an SMS message will result in overage charges based on your WellnessLiving subscription plan, a warning message will appear before you proceed.
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 phone or SMS if a phone number is associated with their profile.
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, complete the following:
Open the client report, client group, or attendance list
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.
Client Report:
Click the App Drawer button
then click View All > Reports.Select the Client Report or another report that includes a QUICK Contact button.
Use the available filters (e.g., client status, membership type, last visit date) to refine your selection.
Click Apply Filters to display only the relevant clients.
Attendance List:
Click the App Drawer button
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:
When using client groups, all clients within the group will be automatically selected.
Client Report:
Click the checkboxes next to the names of the clients you want to contact.
To select all visible clients, click the checkbox at the top of the list.
If needed, adjust filters to refine your selection further.
Attendance List:
Click the checkboxes next to the names of the clients you want to contact.
If you want to message all attending clients, click the Select All checkbox.
Choose a communication method
Click QUICK Contact and select Email, SMS, or Push Notification.
Compose and send the message
If sending an email:
Choose a template or compose a message.
Under SETTINGS, select Send Now or Schedule for a later date.
Determine your additional selections.
If sending an SMS or push notification, compose your message.
Click Send.
Contact an individual client from their profile
Desktop – Staff Back Office
To contact an individual client from their profile using the Staff Back Office, complete the following:
Click the Search button
in the Top Nav Bar, then enter the client’s name or contact details and select them from the search results.
On the Overview page, click Contact.
Select Email, SMS, or Push.
If sending an email:
Choose a template or compose a message.
Under SETTINGS, select Send Now or Schedule for a later date.
Determine your selection for Track in the Marketing Campaigns report.
If sending an SMS or push notification, compose your message.
Click Send.
Mobile – Elevate Staff App
To contact an individual client from their profile using the Elevate Staff App, complete the following:
Tap the Clients tab.
Search for and select the client.
Tap Contact, then select the method you want to use to contact the client.
If there is only one method of communication available, that option will appear.
Send your message using the selected method.
Contact an individual client from the Elevate Staff App schedule
To contact a client from the schedule using the Elevate Staff App, complete the following:
Tap the Schedule tab.
Find and tap on the specific class or appointment.
Tap View Attendance List.
Tap the client's name.
Tap Contact, then select the method you want to use to contact the client.
If there is only one method of communication available, that option will appear.
Send your message using the selected method.