Clients
116 articles
Create, modify or remove a postcard template
Client Icons
Assign a client ID
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
Client List
Change a client’s attendance status
Manage a client's credit card information
Manage a client’s ACH account information
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
Share an email address between relationship accounts
Client profile
Disable a client login
Open a client profile
Client profile fields
Modify a client’s profile details
View a client’s activity
Deactivate a client
Deactivate a client’s package
Notes and flags
Manage client notes
Client profile overview page
Add, modify, or remove attachments from a client’s profile
Sign up as a new client
Find unpaid visits in Attendance History
Cancel all upcoming services for a client
How client profiles work with multiple businesses
View a client’s purchase history
Manage a payment plan from a client’s profile
Modify a client’s vaccination status
Manage a client's account balance
View a client’s Purchases page
View a client’s Transactions page
Change a client’s email address
Change a client's notification settings
Add or change a client’s profile image
Pay using a post-dated check
Manage a client’s forms
Create, modify, or delete a form template
Viewing and managing form responses
Capturing form responses
Forms
Forms settings
Forms elements
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
Make a one-time payment to a membership
View a client’s Passes & Memberships page
View or adjust a client’s membership payment schedule
Membership hold rules
Create, modify, or duplicate a membership
Add, modify, or delete a hold on a session pass
Add, modify, or delete a hold on a membership
Mass holds on memberships
Deactivate and reactivate a client's session pass
Cancel a client’s membership
Prorate a client’s membership payment
Change a membership’s billing date
Change the price of an individual client’s membership
Change a membership's start date
View a canceled membership
View all clients with memberships on hold
Membership discounts
Modify a membership’s auto-payment dates
Add a rate of commission to a membership
FTC Click-to-Cancel compliance: What WellnessLiving businesses need to know