Layout

Setting

Description

Layout

Select one of four layout designs for the Client Portal. A preview of each layout is displayed on the settings page.

Layout 1 includes a main menu and a submenu in close proximity. Depending on the logo position you select the main menu will be aligned to the left or right of the screen while the submenu will always be aligned to the left.
Layout 2 drops the submenu into the main window of the web page. The alignment of the menus remains the same as in Layout 1.
Layout 3 moves your business logo below the main menu and submenu. Both menus are aligned to the left.
Layout 4 moves your business logo to the top of the screen and allows a header background image to appear behind the logo. Like Layout 3, both menus are aligned to the left.
- If you select Layout 1 and Layout 3 you can customize the colors of the submenu. Customizing the colors of the submenu isn’t available for Layout 2 and Layout 4.

Color Customizations

Setting	Description
Website colors	Background color – Select a color for the website’s background. This is illustrated in the layout previews in light blue. Business name color – Select a color for the business name.
Menu colors	Background color – Select a color for the background of the main menu. Element color – Select a color for the text and icon of each main menu element. Hover color – Select a color for the text and icon of each main menu element when a cursor is placed over it. Pressed color – Select a color for the text and icon of each main menu element when it’s clicked.
Submenu colors	Background color – Select a color for the background of the submenu. Element color – Select a color for the text and icon of each submenu element. Hover color – Select a color for the text and icon of each submenu element when a computer’s cursor is placed over it. Pressed color – Select a color for the text and icon of each submenu element when it’s selected.

Logo

Setting	Description
Business logo image	Determines the appearance of your company logo on the Client Portal. We recommend that you use a .png image with a transparent background. The minimum and maximum resolution for this image is 240×150 pixels and 7680×4321 pixels respectively, and the maximum file size allowed is 20 MB.
Logo position	Determines the placement for your company logo on the Client Portal. Your options are Left, Center, or Right. Depending on the layout selected at the top of the page, some options won’t be available.
Display the business name	Determines whether the name of your business is displayed as text with your logo. Depending on the selected logo position, the business name will appear beside or under the logo.

Logo Style

Setting	Description
Logo Style	Select the logo style. This determines the shape your logo will be displayed as. You can select from the following options depending on the shape of your logo: Hide – The logo is hidden from the page. Square – The logo is displayed as a square. Round – The logo is displayed as a circle. Rectangle – The logo is displayed as a rectangle.

Header Image

Setting	Description
Display the header image	Determines whether you want a background header image to be displayed or not. If this option is set to OFF, the background color is displayed throughout the header. Note: A header image is only displayed on the Client Portal if Layout 4 is selected.
Header image	Upload the background header image that will be displayed. A high-resolution image results in a clearer image but will take longer to load for clients with poor internet connections.
Header image style	The style in which the header image is applied to the Client Portal. Normal – The image is displayed in full resolution and isn’t repeated horizontally or vertically. This is ideal for images that are high resolution and not patterns. If the image is too small to fill the background of the client’s page header, the background color will be displayed. Tiled horizontally – The image is displayed in full resolution and is repeated horizontally. This is ideal if the image is patterned horizontally and has enough vertical resolution to fill a client’s browser header. Non-patterned images will look odd as they repeat horizontally. Browser headers that have a greater height than the image will display the background color above and below the repeated image. Tiled – The image is displayed in full resolution and is repeated horizontally and vertically. This is ideal if the image is patterned both horizontally and vertically. Non-patterned images will look odd as they repeat.

Check-In Settings

Setting	Description
Clients can check in using the Client Portal and Achieve App	When this option is set to ON, clients can check in using the Client Portal and Achieve App.

Schedule Settings

Setting	Description
Show class filter tiles	When this option is set to ON, class filter tiles are displayed above the schedule to indicate the class types that are available to your clients. When a class filter tile is selected, the schedule is filtered to display only that class type.
Show class capacity information	When this option is set to ON, the total class capacity and the number of remaining open spots will be displayed for each class on the schedule
Show appointment capacity information	When this option is set to ON, the total appointment capacity and the number of remaining open spots will be displayed for each appointment on the schedule
Display days with no scheduled service	When this option is set to ON, days that don’t have scheduled services will be displayed on the schedule in the Client Portal.
Show class schedules for all locations by default	When this option is set to ON, your Client Portal and Achieve Client App schedule will automatically be filtered for all locations. This option is only available for businesses with more than one location.
Display lifetime visits to clients on the Achieve and Client Web app	When this option is set to ON, your Client Portal and Achieve Client App schedule will display total lifetime visits to your clients on the schedule.
Show class duration in [format]	Select a time format in which the class duration will be displayed. You can set the class duration to be displayed in Hours (1.5 h), Hours: Minutes (1h 30 min), or Minutes (90 min). By default, this option is set to Minutes.
Schedule start date	Select a day to use for the start of the schedule.

Social Sharing Options

Setting	Description
Display share on Facebook button	When this option is set to ON, your clients can click a button to share their booking details on Facebook after they book a session from your store. This button appears on the Client Portal and the Achieve Client App.
Display share on Twitter button	When this option is set to ON, your clients can click a button to share their booking details on Twitter after they book a session from your store. This button appears on the Client Portal and the Achieve Client App.

Staff Name

Setting

Description

Display staff’s [option] in the client web and mobile applications.

Determine how the names of your staff members are displayed on the Client Portal, Self Check-In Web App, Attendance Web App, and Achieve Client App, as well as the Custom Schedule, Standard Schedule, Appointment, and Staff widgets. You have the following options:

First and last name – A staff member’s first and last name are displayed. For example, Anne Smith.
First name and initial of last name – A staff member’s first name and the initial of their last name are displayed. For example, Anne S.
First name only – Only a staff member’s first name is displayed. For example, Anne.
Initial of first name and last name – The initial of a staff member’s first name and their last name are displayed. For example, A. Smith.

Book Now Tabs

Setting	Description
Book Now Tabs	Choose which book now tabs are displayed to clients on the Client Portal. You can also edit the names of the tabs, rearrange the tabs, or create a new tab. For appointment and asset tabs, you can also change the default category that will be displayed when a client selects it. If no category is selected, the default All Services will be displayed.

Analytics

Setting	Description
Google Analytics 4 measurement ID	Enter your measurement ID (for example, G-12345) found on your Google Analytics profile to monitor events that take place when your clients interact with the Client Portal, Achieve Client App, or website widgets. For more information, see Google Help. Note: As of July 1, 2023, Google Universal Analytics (UA) has been replaced by Google Analytics 4. You need to update this field with a GA4 measurement ID if you entered a UA tracking ID previously. For more information on what data WellnessLiving can track with Google Analytics integration, see FAQ: What information can Google Analytics track when integrated with WellnessLiving?
Google Tag Manager container ID	Enter your Google Tag Manager ID (for example, GTM-123456) found in your Google Analytics profile. Google Tag Manager is a tag management system that allows you to update tags on your website efficiently and monitor events that take place when your clients interact with the Client Portal, Achieve Client App, or website widgets. For more information, see Google Help. For more information on what data WellnessLiving can track with Google Analytics integration, see FAQ: What information can Google Analytics track when integrated with WellnessLiving?
Facebook Pixel ID	Enter your 16-digit numeric Facebook Pixel ID found in the Ads Manager section of your Facebook profile. You can add Facebook Pixel ID to allow Facebook to track conversions from brand advertisements when your clients interact with the Client Portal, Achieve Client App, or website widgets. For more information, see Get your pixel ID from Facebook in the Facebook Help Center.

Client announcements

Attendance Web App settings

Customize your Client View Settings

Customize your Achieve Client App

Set your company’s logo