The WellnessLiving Glossary is your go-to list to understand the terms used in WellnessLiving as well as the WellnessLiving Knowledge Base. If you want to learn more about any of the terms, click the term to go to the relevant Knowledge Base article.
Term | Definition |
The Account tab is a type of Purchase Option service category, that you can assign to a session pass or membership, allowing your clients to directly add funds to their account balance. It can be configured to act as a one-time purchase or to auto-renew after a specified duration.
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The Achieve Client App is a mobile app that allows clients to access the Client Portal, where they can view their schedule, make purchases, book services, and more. | |
The Alert Center is an area in WellnessLiving where staff members receive alerts about certain activity within the system, such as a new client booking. | |
The App Drawer is where you can find and access all apps and features available in the Staff Back Office. | |
Appointments are generally one-on-one services, such as personal training sessions, but can also accommodate small groups (up to 15 clients). Although appointments are typically booked by clients, they can also be booked by staff members | |
Appointment types are templates for appointments and must be created before any appointments can be booked. | |
Attendance lists are lists of clients that have signed up to attend one of your classes or events. | |
The Attendance Kiosk can be used to track client attendance for classes and events. Staff members can open the Attendance Kiosk on a tablet or computer and use it to check in clients. Clients can also check themselves in through a dedicated tablet or computer. For information about allowing your clients to check themselves in to services, see Self Check-In App. | |
Automated marketing campaigns are emails, SMS messages, or push notifications sent to clients by the WellnessLiving system when certain conditions are met. For example, you can create a campaign that automatically tracks client activity and sends an email to clients who haven’t visited your business in three months, encouraging them to come back. | |
Belts can be used to track your clients’ progress. They are mainly used by martial arts businesses but are available to any business type that would like to use them. For example, a karate school can track white belt clients attending 10 classes before a grading event for promotion to yellow belt. | |
Book now tabs are tabs displayed on the Book Now page on the Client Portal. They allow you to customize how your services are organized and displayed to clients on the Client Portal. You can create a different book now tab for each type of service you offer, making it easy for clients to find the service they’re looking for. | |
Book-a-Spot assets can be used to keep track of rooms and equipment. For example, you can create an asset to represent each room in your business to keep track of when each room is in use. You can also create assets that can be booked by clients independently of services, such as yoga mats. | |
Calculation log | A calculation log displays detailed visit information for any clients’ Purchase Option with an attendance restriction. For more information, see Viewing a client’s Passes & Memberships page. |
Classes are a series of sessions scheduled offered to clients by your business. Clients can choose which sessions to attend and have no obligation to attend all sessions. | |
ClassPass is a monthly membership program that allows its clients to try out new fitness studios each month. When you sign up with ClassPass, clients can discover and try your classes using their ClassPass membership. | |
Class types are templates for your classes and must be created before any classes can be scheduled. | |
Clients are your customers and have accounts at your business. Anyone who attends a service or makes a purchase at your business is referred to as a client. | |
Client groups are groups you can create manually to organize your clients. For example, you can create a client group for clients that attended a specific service so you can send them announcements about new similar services they may be interested in. | |
The Client Portal is the interface clients see when they sign in to WellnessLiving. From here, clients can access their client profile, book or check into services, view their schedule, purchase items from the online store, and more. | |
A client profile contains all the information about a client stored in WellnessLiving. From the client profile, staff members can view or change a client’s attendance history, contact information, transaction history, and more. | |
The Client Self Check-In App allows clients to check themselves in to services and set their attendance status to checked-in on attendance lists and reports. | |
The Client Self Registration E-Kiosk allows new clients to register themselves as well as their family members at your business location or through a provided business URL. | |
Client types are designations automatically assigned to clients based on the passes and memberships they’ve purchased. You can use client types to filter your clients and send automated notifications only to specific client types. | |
Client-type discount code | A discount code that can only be redeemed by a client with a specific client type. For more information on how to set up a client-type discount code, see Discount code general information settings. |
Constant Contact is an online marketing tool. Our integration with Constant Contact allows you to synchronize your client contact list from Constant Contact with WellnessLiving. When you add or modify a client profile in WellnessLiving, the profile will automatically get updated in your corresponding Constant Contact list. | |
Contracts are documents you can require clients to sign in addition to your online waiver when they are booking an event or prior to buying a Purchase Option or attending a service. Contracts can be used to outline any additional terms required for specific events or Purchase Options. | |
The dashboard is the first screen shown to staff members when they sign in to WellnessLiving. It contains tools and reports that you can customize allowing you to quickly see important information. | |
Direct booking URLs can be used to link clients directly to the booking page for a specific service. | |
Direct buy URLs can be used to link clients directly to the purchase page for an item in your online store. | |
Direct mail is a term used to describe postcards sent to clients as part of a direct mail campaign. Direct mail is currently only available to US-based businesses. | |
Door Access powered by Brivo is a cloud-based access control solution that allows a business to grant or restrict physical access to their facilities. If your business uses or is planning on using Brivo, you’ll be able to enjoy seamless integration with WellnessLiving’s Staff Back Office. | |
The edit log displays all your staff members’ activity for a selected time period. | |
The Elevate Staff App is a mobile app with limited access to the Staff Back Office for your staff members to add new clients, manage their schedules, book appointments, make sales, and more. | |
Enterprise | A WellnessLiving business that consists of an Enterprise Headquarters that directly manages several Enterprise Locations using WellnessLiving’s Enterprise Cloud feature. |
The Enterprise Cloud allows Enterprise businesses to manage their Enterprise Locations. | |
The business location that manages an Enterprise. The Enterprise Headquarters controls the settings and configurations for their Enterprise and applies these settings to each of their Enterprise Locations. | |
Individual business locations under an Enterprise, managed and overseen by an Enterprise Headquarters using the Enterprise Cloud. | |
Enterprise reports allow enterprise businesses to view and compare metrics for each Enterprise Location. Enterprise reports are only available to Enterprise customers. | |
Events are templates for a self-contained series of sessions offered by your business. Clients are generally expected to attend all session in a series and pay for the series in advance, but these requirements can be adjusted to suit your needs. | |
Event instances are scheduled events. All scheduled sessions in a series are part of the same event instance. | |
Finance is a feature that allows you to streamline your workflow and manage your finance tasks all within WellnessLiving by providing an integration with QuickBooks, a business accounting software. This integration is powered by Autymate – a powerful tool that allows you to automate and manage your finance tasks. | |
FitLIVE is WellnessLiving’s fully integrated livestreaming service. It allows you to host virtual services directly through WellnessLiving without needing to visit a third-party website. | |
FitVID on Demand is WellnessLiving’s on-demand video library. It allows you to upload and store videos in WellnessLiving. Once you upload a video, you can place it in a video category, which will allow specific client types and client groups to access your videos. Clients can watch the videos through the Client Portal. | |
Forms is a tool in WellnessLiving that allows you to design custom forms, which can be filled out by clients when they first sign up with your business, book a specific service, or purchase a specific product or Purchase Option. | |
A guest is a user who has purchased items at your business without registering for an account. You can allow guests to sign in to the Client Portal and make purchases at your business by setting any of the options under Guest Checkout in your store settings to ON. | |
Gym visits are a type of service that allow clients access to a gym or studio. | |
Wellhub (Formerly named "Gympass") | Wellhub is a monthly membership program that allows its clients to try out new fitness studios each month. Our Wellhub integration allows you to showcase your classes to Wellhub users and allow them to book with your business using their Wellhub membership. |
Integrations | WellnessLiving offers integrations with Constant Contact, ClassPass, Wellhub, MailChimp, Reserve with Google, and Zoom to help you manage your business. These integrations allow you to easily use the services provided by these platforms in conjunction with WellnessLiving. |
Mailchimp is an online marketing tool. Our Mailchimp integration allows you to synchronize your client contact list from Mailchimp with WellnessLiving. When you add or modify a client profile in WellnessLiving, it will automatically get updated in your corresponding Mailchimp list. | |
Memberships are a type of Purchase Option your clients can purchase to access your services for a set length of time with a set payment schedule. | |
Message Center is a messaging feature that allows your clients and staff members to engage in full end-to-end conversations using SMS text messaging. | |
Notifications are automated emails, SMS messages, or push notifications you can send your clients and staff members to communicate information related to your business. | |
Notification settings allow a client to opt in or out of receiving email, SMS, and push notifications, as well as other forms of communication from your business. | |
Packages are a type of Purchase Option you can create as a combination of session passes, memberships, gift cards, events, and products. When clients purchase a package, they are effectively purchasing all the items contained within the package. | |
Payment methods are how your clients can pay for your services and products. Types of payment methods include cash, virtual terminal, and ACH accounts. | |
Power Search allows you to create custom search criteria to filter the clients displayed in your client list and in most reports. Power Searches are also used when creating client groups from the Client Groups page. | |
Presence is a custom website service offered by WellnessLiving where we build a custom website for your business that’s directly integrated with your WellnessLiving business account. With a Presence custom website, your clients can log in, book services, and view your company’s offerings all in one place. | |
A product is a physical item available for purchase in your online store and/or through the point of sale at your business. | |
WellnessLiving Promote allows you to promote your business through a variety of methods. Reserve with Google and Wellhub are the promotional methods available through the Promote page. | |
Purchase Option is an overarching term used to refer to session passes, memberships, and packages. | |
QUICK Buy is a tool that gives you the ability to sell products to a client without leaving the schedule. This allows you to sell products to clients when they drop in to a class or check in to a service. | |
Relationships | Relationships are clients that are associated with other clients. These associations are referred to as relationships in WellnessLiving. For example, you can designate one client as the parent of another or you can designate two clients as friends. Associating clients with each other allows them to pay for each other’s accounts, share Purchase Options, and perform actions on each other’s behalf. |
Reports are tools that allow you to view metrics on clients, attendance, staff, sales, and marketing. | |
Reserve with Google is a service that allows clients to book services with your business in supported regions directly through Google Search, Google Maps, or the Reserve with Google website. | |
The rewards program is a great way to improve customer engagement with your business. You can manage the actions clients can perform to earn rewards points and set up rewards that clients can get by redeeming points. | |
Services are the activities your business can offer to clients. Services in WellnessLiving include appointments, Book-a-Spot assets, classes, events, and gym visits. | |
Session passes are a type of Purchase Option that your clients can purchase with a set number of visits. For example, you can create a session pass that allows clients to attend 10 classes. | |
SOAP and QUICK notes are used to take notes about your clients such as their needs, or their experiences in relation to your services. Only staff members can view SOAP and QUICK notes. You can enable SOAP or QUICK notes when creating or modifying a service. | |
Staff members are anyone who works at your business, including front desk staff, instructors, and the business owner. | |
A staff role is an assignment that determines your staff members’ access to features and functions in WellnessLiving. | |
Store categories allow you to customize how items in your online store are organized and displayed to customers. | |
Summary cards | Summary cards are display elements that appear at the top of your reports. They provide an overview of the key information contained in each report. |
The task manager is a tool that can be used to create and assign tasks to staff members. | |
The time clock tracks your staff members’ working hours at your business. Staff members can clock themselves in and out through the user menu, and you can also add or adjust time clock entries manually. When a staff member clocks in or out, their actions are recorded in the edit log, which also displays the IP address they used while performing the action. | |
The Top Nav Bar is the menu displayed at the top of every page in the Staff Back Office. The Top Nav Bar is customizable and provides quick access to the numerous features offered by WellnessLiving. | |
The transformation log is a tool clients can use to track their personal fitness, using metrics such as their measurements, heart rate, and body fat percentage. | |
Wait lists are lists of clients who are interested in booking a service that is at capacity. If an available spot opens up, the spot is offered to clients on the wait list on a first-come, first-served basis. | |
Widgets are tools you can embed in your website and Facebook page that allow clients to interact with your business without navigating to WellnessLiving and signing in. For example, the Appointment Widget allows clients to book appointments directly from your website. | |
Zapier integration allows you to streamline your everyday, repetitive tasks in your business. After connecting your WellnessLiving business to Zapier, you can set up your Zaps. A Zap is an automation that consists of a trigger and one or more actions which automates your workflow. |