Staff with the Manage clients and Manage client profiles permissions can change a client’s profile details at any time. Below is a list of the details that can be modified on a client’s profile, each with a detailed explanation about what this change will affect.
To view or edit a client’s profile details:
Click the Search button
on the Top Nav Bar.Enter the client’s information, select the client from the list of search results.
On the left-hand menu of their client profile, click Profile Details.
Customizable client profile field settings
You can customize most default or custom client profile fields with the following settings:
Setting | Description |
Required By Client | When selected, clients will have to enter the information when creating a client profile.
This option can’t be disabled for the Email/Username field. |
Required By Staff | When selected, staff will have to enter the information when creating a client profile.
Note: Fields that are Required by Clients should also be Required by Staff. |
On Sign Up | When selected, the field will be displayed when clients are creating their profile with the business. |
During Booking/Purchases | When selected, the field will be displayed when clients book a service or make a purchase online. |
State | When this option is set to ON, the field will appear and be editable on client profiles. If it’s set to OFF, the field won’t appear on client profiles. |
Default client profile fields
These fields are set up in the system by default. You may edit them, but not remove them.
Field | Description |
Image | A profile image that represents the client. |
First Name | The client’s first name. |
Last Name | The client’s last name. |
Email/Username | The email address used by the client to sign in. All client email notifications will be directed to this email address.
|
Cell Phone | The cell phone number at which the client can be contacted. SMS client notifications will be directed to this number.
|
Home Phone | The home phone number at which the client can be contacted. |
Work Phone | The work phone number at which the client can be contacted. |
Date of birth | The client’s date of birth.
If this field isn’t required and is left empty:
|
Gender | The client’s gender. The default options are Male, Female, and Prefer not to say. The third option can be renamed to suit your business needs. If a client selects the third option or leaves this field empty, a gender-neutral profile will be automatically created. |
Address | The client’s home or work address. This entry can be used for billing and promotional purposes. If you create a direct mail campaign, postcards will be sent to this address. |
Home Location | Represents the business location that the client frequents. |
Referred By | When a client is referred to your business by another client, the referring client’s name and email address will be listed here. For more information, see Enabling rewards points for client referrals. |
Time zone | The time zone the client selects as per their geographic location. This option is only available if the Allow clients to adjust time zone option is enabled in your Booking Policy Settings. If this option is off, your services will be displayed to clients using your business’s time zone.
Note: If the user isn't signed in, the Class schedule within the schedule widgets and Client Portal will be displayed using the time zone in the client’s browser. If the browser location is not available, the Class schedule will be displayed using your business’s time zone. |
Relationships
You can add and remove relationships from a client’s profile. When a relative or friend is added to a client’s profile, they can perform actions on each other’s behalf, as well as share emails and Purchase Options. Additionally, a relative or friend can opt to pay for a related client’s transactions. There is no limit on the number of relationships a client can have.
Relationships | Description |
[Relationship type] of [client name] | The client’s linked relationships. Through the Action menu |
, you can modify the relationship type or delete the relationship.
Commission
You can automatically assign commission to a staff member for every purchase made by a specific client. Before a staff member can earn commission for a client’s purchases, commissions must be enabled in your store settings and the staff member must have a commission pay rate set up through their staff profile.
Toggle | Description |
Assign staff member to earn commission for each purchase | If this option is set to ON, you can select the staff member and the commission rate they can earn for each purchase for this client. You can also choose whether the commission rate applies to future auto-payments. |
Calendar integrations and sign-in options
Clients can connect their Google, Facebook, Microsoft, or Apple accounts to their WellnessLiving profile.
To do this, enable sign-in options by clicking the App Drawer 
button, then clicking View All > Setup > Business. From the menu, click Business Policies > Sign-in Options and set the toggles to ON.
Account type | Description |
When connected, clients can sign in to WellnessLiving using their Google account and sync their WellnessLiving schedule with their Google Calendar. | |
When connected, clients can sign in to WellnessLiving using their Facebook account. | |
Microsoft | When connected, clients can sign in to WellnessLiving using their Microsoft account and sync their WellnessLiving schedule with their Outlook Calendar. |
Apple | When connected, clients can sign in to WellnessLiving using their Microsoft account and sync their WellnessLiving schedule with their iCloud Calendar. |