Latest News & Updates from WellnessLiving
Feature Update

Detailed Visit Receipts & Invoices

Katie avatar
Shared by Katie • December 04, 2024

We’ve introduced a brand-new visit receipt for appointment-based services, designed to simplify appointment documentation and ensure your clients receive immediate, detailed transaction receipts.

Here’s what you need to know:

Visit Receipts 📝 – Clients now get a detailed transaction receipt right after their appointment.

Custom Fields for Compliance 🔒 – You can include custom profile fields, like a staff member’s license number.

Easy Access 💻 – Staff can now quickly generate, retrieve, print, export, or email service visit receipts from the client profile under Attendance History and Upcoming Schedule, or directly from the appointment slide-out on the schedule.