ApproveThis manages your WellnessLiving Integration approvals.

Why Pair ApproveThis with WellnessLiving?

Let’s cut to the chase: approval bottlenecks are killing your efficiency. Managers are stuck reviewing client onboarding requests in email threads. Sales teams lose leads because discount approvals take three days. Front desk staff manually update client groups after three separate sign-offs. This isn’t just annoying – it’s expensive.

ApproveThis fixes this by adding structure to the chaos. WellnessLiving handles client management; we handle the decision-making. Connect them via Zapier, and you’ve got a system where approvals trigger actions automatically – no chasing people down, no lost requests, no “I thought YOU approved this.”

What This Combo Does That Others Can’t

WellnessLiving tracks clients and schedules. ApproveThis manages who says “yes” and how. Together, they solve two specific problems:

1. Decisions happen where the work does. Your team doesn’t need to switch between apps to approve a lead or client group change. Approvers get emailed requests (they can respond from their phone), and WellnessLiving updates automatically.

2. External approvals without the license fees. Contractors, partners, or clients reviewing requests? They don’t need a WellnessLiving seat – just email access. ApproveThis handles their sign-off, then pushes the approved action to WellnessLiving.

Real-World Use Cases (Not Just Theory)

1. Instant Lead Vetting for Sales Teams

The problem: New leads come into WellnessLiving, but your sales team can’t act until management approves discounts or custom offers. By the time everyone signs off, the lead goes cold.

The fix: When a WellnessLiving lead is created, ApproveThis:

• Routes discount requests to the right manager based on deal size (using approval thresholds)
• Escalates to finance if over $5K (automatically, via conditional logic)
• Updates WellnessLiving once approved, tagging the lead for immediate follow-up

Example: A pilates studio offers a 20% corporate rate for gym partnerships. Sales submits the request via ApproveThis, which pings the studio owner and accountant. Both approve within hours, and the lead gets tagged as “Approved – Corporate” in WellnessLiving.

2. Client Group Management Without the Headaches

The problem: Adding clients to premium tiers or specialty groups (like nutrition coaching) requires manager approval. But manually updating WellnessLiving after each “yes” leads to errors and access delays.

The fix: When ApproveThis approves a client upgrade, it triggers two actions:

1. Adds the client to the correct WellnessLiving group (e.g., “Monthly Massage Members”)
2. Schedules their first session via WellnessLiving’s booking API

Example: A spa client requests access to the VIP skincare group. The esthetician approves via email, and ApproveThis automatically adds them to the group and sends a booking link for their first treatment.

3. Audit-Proof Client Removals

The problem: Removing clients from groups (e.g., terminating a membership) often lacks oversight. Disgruntled clients get cut off without proper documentation, leading to disputes.

The fix: When someone’s removed from a WellnessLiving group, ApproveThis:

• Requires staff to submit a removal reason
• Routes to a manager for approval
• Logs the decision with timestamps and comments in both systems

Example: A gym removes a member for policy violations. The front desk submits the removal request through ApproveThis, the manager reviews incident reports and approves, and all records are stored for legal safety.

Setting This Up Without Tech Headaches

You’ll need 15 minutes and a Zapier account. Here’s the playbook:

Step 1: Connect WellnessLiving and ApproveThis to Zapier. (Zapier has step-by-step guides – no coding.)

Step 2: Pick your trigger. For lead approvals, use “New Lead in WellnessLiving.” For client groups, use “Approval Completed in ApproveThis.”

Step 3: Set conditions. Example: If the approval is for a discount over $1K, require CFO review. Use ApproveThis’ calculated fields to auto-determine this.

Step 4: Test with a real request. Submit a WellnessLiving lead, see if the approval request pops up, then check that the approved action updates WellnessLiving.

Pro tip: Use ApproveThis’ vacation delegation so approvals never stall when someone’s OOO.

Who Benefits Most (And How)

Operations Managers

Your staff won’t waste hours weekly manually updating client statuses. ApproveThis’ real-time tracking shows where every request stands, and WellnessLiving stays in sync without double-entry.

Sales & Front Desk Teams

No more “I’m waiting on approval” excuses for slow follow-up. Approved leads get instant WellnessLiving tags, so your team knows exactly who to call and what offers are greenlit.

Finance & Compliance

Every approval or removal has a digital paper trail. Export reports from ApproveThis to show who approved what discount, client group change, or membership termination – without digging through WellnessLiving logs.

The Bottom Line

ApproveThis isn’t just another app – it’s how you make WellnessLiving handle the approval logic it lacks. You’ll:

• Cut approval delays from days to hours
• Eliminate manual updates between systems
• Give external partners approval access without buying extra WellnessLiving seats

This isn’t about fancy features. It’s about fixing the approval bottlenecks that make your team dread Mondays.

Ready to stop being a human router for approval requests? Register for ApproveThis or book a demo to see how it works with your WellnessLiving account.