A custom key tag is a piece of hardware that represents your business. Key tags can be used with barcode scanners to check clients into services held at your locations. It is recommended to order key tags based off of your existing client IDs.
Assign client IDs for new clients automatically
To automatically assign client IDs for new clients:
Click the App Drawer
> View All > Setup.On the Setup menu, click Business.
From the menu, select Business Policies.
From the menu, select Client Settings.
Toggle Automatically generate client IDs for new clients to ON.
Click Save.
Generate client IDs for all existing clients
To generate client IDs for already existing clients:
Click the App Drawer
> View All > Clients.Remove all filters and click the checkbox to select all clients on the page.
Click the Select all records from all pages checkbox to select all clients.
At the top right corner of the screen, click the Actions button.
Select Generate Client ID.
If any selected clients already have a client ID, the existing ID number will not be overwritten.
Order a custom key tag
To place an order for custom key tags:
Download and fill out the WellnessLiving key tag order form.
Send the completed form, the artwork you want on your key tag, and any special instructions to WellnessLiving through email or fax.
Email: send the completed form, your artwork, and your special instructions to [email protected]. Any artwork must be attached as a layered Photoshop file that is 300 dpi and 100% in size.
Fax: send the completed form and your special instructions to 1 (905) 581-3201.
Your credit card will be charged once your order has shipped. This includes a $25 standard shipping fee. Please allow 8-10 business days after your order has been approved to receive your key tags.
Link a client’s ID to their key tag
To link a client’s ID to their new key tag:
On the Top Nav Bar, click the Search button, and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
In the list of clients displayed, click the client’s name.
Hover your cursor over the Client ID field.
Click the Edit button.
Scan the physical barcode on the client’s key tag or card using your barcode scanner.
Click the Confirm button. The client’s ID will now be linked to their tag or card.