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Knowledge Base |
How To Access The Wellness Portal
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This article will guide you through accessing a client's Wellness Portal.
Requirements - A Master Admin login or staff type with access to the following permissions:
Step 1 - Options To Access The Login As Feature
After you search and select the desired client there are two options for finding the Login As feature to access their Wellness Portal.
Login As - on the summary page will bring you directly to their Wellness Portal. If you select this option skip to Step 3 of this article.
All Detail - will bring you to their options page, where you can access the Login As feature under the General Tab. If you use this option go to Step 2.
Step 2 - Access The Login Area using The General Tab
All Detail > General > Access Their Login Area will bring you to the verification message.
Step 3 - Verification Message
Click Access Their Login Area.
Step 4 - Client's Wellness Portal
You will now be in the client's Wellness Portal where you can navigate and use it just like the client. At the top of the window you will have a colorful bar reminding you that you are logged in as the client. When you are done click the Go Back link in the top right corner of the banner. This will log you out of the Wellness Portal and take you back to ClubReady with your own login.
NOTE: Any changes that you make within your client's Wellness Portal will be saved and show up when your client logs in!
How a customer can make a booking through the Wellness Portal
Accessing and using the Food Database
Food Favorites
Meal Planning
My Food Log
My Nutritional Targets
Complete Guide to the Nutrition Tab
Manage What Customers Can Change in their Wellness Portal
Requirements - A Master Admin login or staff type with access to the following permissions:
- Member Management : General - Can Access Member Options
- Member Management : General - Can Access A Customer's Login Area.
Accessing A Client's Wellness Portal
Step 1 - Options To Access The Login As Feature
After you search and select the desired client there are two options for finding the Login As feature to access their Wellness Portal.
Login As - on the summary page will bring you directly to their Wellness Portal. If you select this option skip to Step 3 of this article.
All Detail - will bring you to their options page, where you can access the Login As feature under the General Tab. If you use this option go to Step 2.
Step 2 - Access The Login Area using The General Tab
All Detail > General > Access Their Login Area will bring you to the verification message.
Step 3 - Verification Message
Click Access Their Login Area.
Step 4 - Client's Wellness Portal
You will now be in the client's Wellness Portal where you can navigate and use it just like the client. At the top of the window you will have a colorful bar reminding you that you are logged in as the client. When you are done click the Go Back link in the top right corner of the banner. This will log you out of the Wellness Portal and take you back to ClubReady with your own login.
NOTE: Any changes that you make within your client's Wellness Portal will be saved and show up when your client logs in!
Related Information
How a customer can make a booking through the Wellness PortalAccessing and using the Food Database
Food Favorites
Meal Planning
My Food Log
My Nutritional Targets
Complete Guide to the Nutrition Tab
Manage What Customers Can Change in their Wellness Portal
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