WellnessLiving Help Center

Clients

111 articles

Create, modify or remove a postcard template

Client Settings

Manage and customize client profile fields

Set a client’s home location

Custom client fields

Prospective clients

Add, modify, or delete a custom client type

Client type settings

Client type priority

Comparing client types and client groups

Manually change a client type

Creating and Managing Clients

Merge client profiles

Add a new client

Locate deactivated clients

Manually promote a client from a wait list

Convert a guest profile to a client profile

Reactivate a deactivated client

Export the client list

Manage a client’s contact history

Browse a client’s upcoming schedule

View a client’s attendance history

Change a client’s attendance status

Manage a client's credit card information

Manage a client’s ACH account information

Client relationships

Transfer an Event session to a family member

Use a relationship's email address

Relationship booking rules

Book a service for a client’s relationship

Share a Purchase Option between relationship profiles

Add, modify, or delete a relationship from a client’s profile

Assign payment to a relationship client

Share a cell phone number between relationship accounts

Transformation log

Transformation Log

Manage a client’s transformation log

Customize the transformation log

Manage a client's goals as a staff member

Add, edit, and remove clients from a group

Create a client group

Manage belts from a client’s profile

Promote belt level for multiple clients

Create, modify, or deactivate a belt

Manage a client’s forms

Create, modify, or delete a form template

Viewing and managing form responses

Capturing form responses

Side-by-side images

View and complete your forms as a client

Create a client survey using Forms

Remind a client to complete a form

Mark up images on forms

Create a new lead

Client Experience

Customize your Client View Settings

Client View Settings