L5 Systems Ltd

Fife, Scotland · established 2009

Products · wellNet

How to use wellNet

These tabs match the app, plus Admin: Schedule, Voice, Clients, Sales, Reports, Manage, Admin. Each lists the operations in order. wellNet drafts reminders and receipts; you send them from WhatsApp, Messages, or Mail on the phone. Voice is the AI interface to the same diary. Admin is every job only an administrator can do.

The shared diary. Switch Day or Week at the top. + starts a booking. The waveform is voice. On Week, the clock-calendar icon opens your hours or a room diary.

Read the day list

  1. Open the Schedule tab. Tap Day at the top if you are not already on Day.
  2. The month strip highlights days with bookings (and Apple Calendar events if you allowed access). Tap a day.
  3. The list is that day’s bookings and calendar events, in time order. All-day calendar events sit at the top.
  4. If the day is empty, tap New Booking, or Jump to Latest Booking if there is later work on the diary.
  5. Tap a booking for a short card (treatment, time, client, room, paid or cancelled). Tap an Apple Calendar row to peek, then Open in Calendar if you need the original event.

Read the week timetable

  1. Tap Week. The grid is about 7:00–21:00 for seven days.
  2. Chevrons move the week. Today jumps to this week.
  3. Tap an empty slot to start a booking (it snaps to 30 minutes).
  4. Tap a coloured block to peek. Overlapping bookings sit side by side.

Set your availability (when you may be booked)

  1. On Week, tap the clock-calendar icon, then Therapist hours.
  2. Green blocks are when you may take bookings. They repeat every week.
  3. Tap empty time to mark or clear a 30-minute window. You can only edit your own hours.
  4. Hours (top right): Typical week, Mon–Fri 9–5, or Clear all hours.
  5. Use the therapist menu at the top to look at a colleague. Their green blocks are read-only.
  6. Tap Done.

Staff with no hours yet get Monday–Friday 9–5 until they paint their own week. A booking will not save for you outside these hours.

See who is in a room

  1. On Week, tap the clock-calendar icon, then Location diary.
  2. Pick a room. You see bookings in that room and which therapist is busy.

Add rooms first under Manage → Locations (administrator).

Show Apple Calendar beside the diary

  1. When iOS asks, allow calendar access — or later: Settings → Privacy & Security → Calendars → wellNet.
  2. Events already on the phone appear read-only on Day and Week next to bookings.
  3. wellNet does not write into Apple Calendar.

Book someone in

  1. Day: tap + at the top, or New Booking at the bottom of the list. Week: tap an empty slot.
  2. Choose the client (or walk-in), then tick every treatment in this visit (or type a custom name). Duration and price add up. A treatment marked own booking cannot sit with others — it needs its own slot.
  3. Set date and time, therapist, and room.
  4. Add a note if you need one. Earlier notes stay; a new note is stamped with the time and who you are.
  5. Tap Save.

A therapist can only be saved inside their marked hours. The same therapist, or the same room, cannot double-book. Two therapists may work at the same clock time in different rooms. If the slot clashes with another booking or an Apple Calendar event, confirm before saving (Save Anyway) or pick another time.

A request from the public book page is not a booking yet. It does not appear on this day list until an administrator taps Write in diary under Manage → Online booking (Admin tab of this guide).

Book by voice

On Schedule, tap the waveform (top right). The Voice tab on this page covers what you can ask, how Apple Intelligence and Grok differ, and the Bookings WhatsApp trial.

Edit a booking

  1. Tap the booking. On the short card, tap Edit.
  2. Change time, treatments, therapist, room, price, or add a stamped note.
  3. To take a picture (a consent form, for example), choose a client first, then use Notes — see below.
  4. Tap Save. A clash still asks you to confirm.

Take a picture while editing a booking

  1. On New Booking or Edit Booking, choose the client at the top. Pictures belong to the person, not the empty slot. Walk-in has no picture until you pick a client.
  2. Scroll to Notes.
  3. Tap Add Picture to Notes. The camera opens (the same lead-through as a WhatsApp draft).
  4. Take the photo. Add a comment if you need one.
  5. Copy or Share… sends the picture — for example to the client for a consent form. That uses apps already on the phone. wellNet does not send it for you.
  6. Tap Save to notes. The JPEG stays in this practice Apple ID’s iCloud Drive (Files → wellNet). L5 does not host it. A line is also added to this visit.
  7. Open the photo link later from Notes on the booking or on the client if you need to share it again. Delete if you need to retake.

The comment is kept with the iCloud Drive link. More space is an Apple iCloud+ plan, bought in Settings. The practice and Apple are the custodians; there is no third-party picture server.

Send a reminder (WhatsApp, SMS, or email)

wellNet does not send the reminder itself. It drafts the wording, then you send it from the apps already on the phone. Put a phone number and email on the client first (Clients tab → Edit) if you want one-tap SMS or a ready Mail address.

Open the reminder

  1. On the Day list, swipe the booking to the right and tap Remind.
  2. Or tap the booking, then tap Remind on the short card.
  3. A draft appears, for example: “Hi Emma, just a reminder of your Massage appointment on Tuesday 15 September at 10:00 with Claire Bes, at Treatment room 1.” Edit the text if you need to.

Send by SMS (Messages)

  1. If the client has a phone number on file, Text Client is on the reminder sheet.
  2. Tap Text Client. iOS Messages opens with that number and the draft already in the body.
  3. Check the wording, then send as a normal text.

If there is no phone on the client record, Text Client is hidden. Add a number under Clients → Edit, or use Share… / Copy below.

Send with WhatsApp on this phone

  1. On the reminder sheet, tap Share… (or tap Copy, then paste).
  2. In the iOS share sheet, tap WhatsApp. Pick the client’s chat (or a group) and send.
  3. WhatsApp must already be installed and signed in on this phone. wellNet does not log into WhatsApp for you.

Send by email

  1. On the reminder sheet, tap Share… and choose Mail — or Copy and paste into Mail yourself.
  2. If the client has an email on file, you can instead open Clients, tap their record, tap the email address, and paste the reminder into that message.
  3. Check From on the compose sheet (clinic mailbox on practice phones: Settings → Mail → Default Account).
  4. Send from Mail as usual. wellNet never stores a mailbox password.

Use SMS when you want Messages to fill the number. Use WhatsApp when that is how the client prefers to hear from you. Use email when you have an address on file or you pick one in Mail. Always read the draft before you send.

Take payment on a booking

  1. Open the booking (Edit from the short card).
  2. Tap Pay… — only while the status is still Booked.
  3. Check the amount before VAT. If Company has a VAT rate, the form shows VAT and the total the client pays.
  4. Choose cash, card, voucher or other. Add a session note if you want (it is stamped onto the booking).
  5. Confirm payment. A Receipt sheet appears.

The booking is marked Paid. A combined visit writes one sale line per treatment. The sale is recorded against whoever is signed in, so it appears on that person’s Reports. A Receipt sheet opens with the wording ready to send from this phone.

Send the receipt (WhatsApp, Messages, or email)

wellNet does not send the receipt itself. It drafts the text (practice name, address, VAT number if filled, items, totals, paid by). You send it from WhatsApp, Messages, or Mail already on the phone. Put a phone number and email on the client first if you want Mail to fill To, or an easy WhatsApp/Messages chat to pick.

Send the receipt with WhatsApp

  1. On the Receipt sheet, tap Copy. The caption reads Copied — paste into WhatsApp or Messages.
  2. Open WhatsApp on this phone, open the client’s chat, paste, and send.
  3. Or tap Share… on the Receipt sheet, then WhatsApp, pick the chat, and send.

WhatsApp must already be installed and signed in. wellNet does not log into WhatsApp for you.

Send the receipt by SMS (Messages)

  1. On the Receipt sheet, tap Copy, then open Messages, pick the client (their number if it is on file), paste, and send.
  2. Or tap Share… and choose Messages. If the client’s number is on their record, pick that conversation.

Unlike Remind, the Receipt sheet does not have a Text Client button. Copy or Share… is the path into Messages.

Email the receipt

  1. On the Receipt sheet, tap Email receipt.
  2. If the client has an email on file, Mail opens with To, subject (Receipt from [practice]), and the receipt in the body.
  3. If they have no email, wellNet asks for one, saves it on their client record for next time, then opens Mail.
  4. Check From on the compose sheet. On clinic phones set Settings → Mail → Default Account to the practice mailbox.
  5. Send from Mail as usual. wellNet never stores a mailbox password.

You can also Share… → Mail if you prefer the iOS share sheet. Tap Done on the Receipt sheet when you have finished (or if you are not sending one).

The receipt heading uses trading name, address, phone, email, and VAT number from Manage → Company. If VAT was charged, it lists net, VAT %, VAT amount, and total.

Cancel a booking

  1. Open the booking and tap Cancel Booking…
  2. Enter a reason. The slot stays on the day, marked cancelled.
  3. To put it back, open it and tap Reinstate Booking.

Delete a booking

  1. Day list: swipe the row left and tap Delete.
  2. Or open the booking and tap Delete Booking.

Cancel keeps a record on the day with a reason. Delete removes the row. Prefer Cancel if you may need to see that it was called off.