MANAGE CLIENTS WITH WELLNESS LIVING

This page explains how a personal trainer can use wellnessliving to manage clients.

Make sure to click "COMPLETE" sale!

Make sure a POS transaction receipt says "Successful" before completing the sale on WL

Client reaches out to the studio
Client Intake / Health History Form is sent out to client
Intake form is received and details are passed on to Trainer
Trainer schedules a complimentary consult with client
- If the client is new to the studio and does not have a profile, a quick profile will be created
- Now that the profile has been created, you will now schedule them in WL
During the client consult, you will quickly fill out the PAR-Q+ form with them
- If a package is sold during the consult, you will now settle the transaction with the client
After a package is sold, you will now schedule all the sessions purchased in WL
Now that all sessions are booked, you will now book the weight room space for you and your client

1) I went to the "Store" tab

2) I found the correct client or added a new one

3) I searched and found the correct product or service

4) I made sure it was the correct product at the correct price and added it to cart

5) I selected the correct payment method and completed the sale

"Virtual Terminal" is a stored credit card IF they don't have a stored credit card, you can use the virtual terminal to add one
"ACH" is direct debit of their bank account
"POS Terminal" - is to have the client pay using the terminal machine
"Card Swiper" - DON'T USE
"Account" - DON'T USE

Managed by Front Desk Manager