To access Client Groups, head to the App Drawer > Setup > Clients > Client Groups.
Understanding client groups
Ever wondered how to tailor your communication and services to different groups of clients? That’s where Client Groups come in! These groups help you segment your clients based on different criteria such as demographic information or purchase and attendance history. The best part is that you can set them up to add or remove clients automatically.
What can you do with client groups?
Easy Identification: Identify which group your clients are in based on customizable icons. (Video)
Communication Made Easy: Send emails, SMS messages, and in-app push notifications directly to client groups. (Video)
Automate Notifications: Set up automated notifications to only go to specific client groups. (Video)
Effortless Reporting: Filter reports, client lists, and Message Center chats to focus on specific client groups. (Video)
Exclusive Services and Offers: Limit products, purchase options, services, and discounts to members of specific client groups. (Video)
Key tips
Manual Client Groups
If you set criteria for the client group, you can't add or remove clients manually.
Add or Remove Clients
If you don’t enable auto-update, the group remains static and you can manually update it from Client Groups page.
Multiple Client Groups
Clients can belong to multiple groups at one time.
Auto-Updates
Automatic updates occur every 24 hours except for a few instances.
WellnessLiving automatically checks if clients still meet the criteria you set.
Clients who no longer fit the criteria get removed, and new eligible ones are added automatically.
Groups with the following criteria set update every 30 minutes or less:
Account balance
Active Purchase Option
Purchases
Power Search
Client groups can’t be made from a Power Search.