Manage Clients

Streamline Your Client Interactions

Your clients are the heart of your business and we're here to help you stay connected with them in person or online. Managing your clientele has never been easier.

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Manage Clients

Complete Client Management

View client profiles, book services, respond to reviews and much more with our industry-leading client management tools. Save time, interact and gain full access to all your client data in one convenient place.

ROBUST CLIENT PROFILES

Get to Know
Your Clients

Our unique client profiles are an amazing tool for you to interact with your membership. Learn everything there is to know about your clients at a glance with an intuitive interface and clear visual icons. You can decide what information is mandatory to collect and even create notes that staff can't miss about a client's history or preferences. Plus, there's the added bonus of being able to send a quick email or text with just a few clicks, right from the client's profile!

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Live Virtual Services

Make your online classes available on demand! This dynamic platform allows you to build your brand with a customized video-on-demand channel.

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TOTAL CONVENIENCE

Booking is a Breeze

Always ensure the optimal front desk experience by quickly and easily booking appointments, classes, and events on behalf of your clients. WellnessLiving's business management software also lets you free up your time and give the client control to book their own services online. We've considered all angles and optimized our system to make sure that your clients can get booked into your business in multiple ways online and in person.

SELF CHECK-IN

Accelerate Client Check-In

Keep your client check-in efficient and convenient with our industry-leading online and in-person options. You choose whether you want to give your staff or clients the control to check-in to services using our dynamic staff and client mobile apps. Our most popular options are to have your clients check-in right when they enter your business - whether using attendance web-app or scanning their ID tag to sign in to class, we've got the solution your business needs.

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IMMEDIATE INSIGHTS

Analyze Client Activity

Every action your clients take in your business is tracked and stored for your knowledge and convenience. Our detailed reports will help you stay updated about your clients by honing in on the key data and information you need. Easily identify members with outstanding balances, long gaps in attendance, expiring credit cards, or even upcoming birthdays - we've got the information that is going to help you serve your clientele better.

MEASURABLE GROWTH

Track Client Progress

Your membership is looking to you as an expert in their health and wellness, let's show them they made the right choice. WellnessLiving's business management software has the tools you need to give your clients proof that what you're doing is working for them! Help your clients measure their progress, track changes, and set customizable goals with our Transformation Log. Visualize their improvements using simple graphs and custom photo uploads, with the added function of being able to compare their progress over time.

Manage Clients
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EXACT DATA

Streamline Organization

We've got the tools you need to stay on top of your clientele, but how do you stay organized? WellnessLiving is designed so that no two profiles can use the same email - staff and clients will be instantly notified when trying to reuse an email that already exists in the system. Keep your client records clean by quickly combining duplicate profiles into one optimal account that contains all the information you need. You can take it a step further and use our Client Types and Groups to organize different channels that will come in handy later when filtering reports or sending out targeted messaging.

Customers say

Testimonials

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It’s been a wonderful tool which has helped us keep track of our members!

Sarah Caudill

Fighting Fit Bootcamp

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