Wylie Systems Software


Wylie Systems is a cloud-based business management solution designed for small businesses that offers sales management, finance management, inventory control, point of sale (POS) and client management functionalities within a suite. The product is best suited for weight loss clinics and medical spas.

Wylie Systems features customer management which enables users to create progress reports, book multiple appointments and send email campaigns. Users can also measure the performance of their marketing efforts by tracking referral sources.

The solution offers sales management, which allows users to record multiple types of transactions such as online sales and POS purchases. Users can also manage online and credit card payments and securely record card information for repeat sales.

With the help of the inventory management module, users are able to track the history of their orders and set automated re-order triggers when the stock levels are low. The system also integrates with both Bluetooth as well as coded scanners for use in the process of receiving and counting inventory.

43 Reviews of Wylie Systems

Overall rating

4.60 / 5 stars

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Showing 1 - 20 of 43 reviews

July 2018

Kimber from River North Wellness Center

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2018

Superior Customer Care

My absolute favorite part is anytime I have an issue, big or small, I simply call the number on the screen and someone answers- or immediately gets back to me. They are always able to fix issue from there end. The customer care/service is so far above and beyond anything I've ever experienced that I would use this system for no other reason. Seriously. There is no automated system. It's a real person who actually talks to me and solves my problem usually within minutes but never more than one business day-which includes weekends! It's amazing.

Pros

I didn't have to set it up myself. My background is not business. I can't imagine how overwhelming it would have been to create POS system. Wylie made it so simple to start up our business and allow me to take care of my clients and focus on them instead of spending hours trying to figure out how to track inventory.

Cons

I did not know how to interpret some of the data this program could generate. Had I understood it, I could have used it to improve how I reordered product. Also, originally, it was hard to edit products out of the system.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Kimber, thanks for taking the time to review Wylie! We're glad you like our product! Keep in mind that if your help videos and documents aren't enough, you can not only call, text or email, but you can schedule a Q&A/training session any time. Will.

August 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2018

Wylie Business System Review

Wylie systems maintains effective client profiles and records. We are able to research and create client plans based on data collected for purchasing behaviors, attendance and diet performance

Pros

This system was easy to use and coordinates well with the Ideal Protein business. The letters and communication feature is nice and allows the opportunity to save templates for fast and easy correspondence. The calendar is very good and easy to use. I especially appreciate the notification element incorporated on the customer side to keep clients informed about their appointments. The service is exceptional. Questions were answered timely and any problems with the system were handled quickly.

Cons

The inventory system is lacking features and functions to make it easy to view available stock and effectively prepare business orders. The process is too segmented and is not efficient when trying to create reports and determine business needs.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi, and thank you for your time! I'm glad you like the system! Please phone, email or text us with what you would like to see changed in the Inventory section. Will.

August 2018

Pauline from Aspire Wellness

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

August 2018

Ideal Protein Clinics

They have been fantastic! Listen to suggestions and slowly look for ways to incorporate many of them. They have grown and adapted a lot the past two years to better serve their clients.

Pros

This software offers all of the systems needed for me to run my business efficiently. I know many other offices that use several systems that are all offered in this one. The schedule, before and after pictures, provider communication, tasks, notes and place to save documents. LOVE!

Cons

I don't dislike this product however wish it get the option to allow clients to make and change their appointment web-based on their own and wish that with several services scheduled, they didn't overlap on the calendar.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Pauline, thanks for taking the time to evaluate our software! We're thrilled that you like the all-in-one aspect of our product and the fact that we're continually improving it. We have plans to add online booking and intend to start that work in the fall. Will.

July 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

July 2018

Overall Review

At this time we only use the schedule due to not being very happy with the rest of it. We may eventually stop that when we find another scheduling program.

Pros

Scheduling program is very useful. I especially like the reminders sent to clients. This part of the POS system is why we stay.

Cons

We have experienced problems with the inventory section. We need a more comprehensive inventory program and had to purchase another system for this. So we no longer use the inventory. I also did not like the email section. There were no choices for designing emails with different fonts, sizes, bold, italics & colors. I used it very little and eventually stopped because I could design attractive emails in Outlook. I was hoping to use it for newsletters but because of the lack of design functions I use Outlook instead.

August 2018

Sheila from Ideal Protein

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2018

Why Wylie Business System

Pros

I like that it fully covers all of my inventory, wether it is Ideal Protein or other supplements that I sell. I can keep track of sales, inventory, margins, invoices, and accounting in one place for my business. I can also use the scheduling calendar to keep track of changed appointments and cancellations. It is a one stop shop to track and analyze my business.

I love that I can contact Wylie and receive a quick response and explanation to any questions or issues. They are always listening and improving their service to meet our needs.

Cons

I have not had any other software like it to compare it with.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Sheila, thanks for taking the time to review Wylie! We're glad you love it. We will work hard to make sure it continues to meet your needs! Will.

December 2016

Maria from Ideal Body LA LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Point of Sale

Wylie Systems has created a program that allows users so many options - all in one. I am able to accurately track inventory, sales, sales tax, process payments or returns easily. I love the feature to communicate with customers too-whether scheduling weekly visits, or sending emails to certain groups without much effort. I do wish the customer had access to the schedule to change their own appointment if necessary, and I believe that feature may be coming. I don't think I even utilize all that the system can do for me! Customer support has been incredibly responsive. I would definitely recommend Wylie Systems as a preferred vendor and a valuable investment for your business.

Pros

The sales process and inventory management are so efficient as well as communication with customers

Cons

Wish the client had ability to change their appointment if necessary

July 2018

Debra from Doxa Radiant Health

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

It's all in one place!

Increased control over inventory and increased organization of client data.

Pros

I like the fact that it serves two sides of my business, inventory control and management of client information. But I have to say that what I like most is the fact that a person answers the phone every time I call. Everyone I have talked to has been quick about solving my problem and very courteous. They are always looking to improve the product, letting me know when improvements are expected and listening to what improvements would make it easier for me. I am not bombarded with emails. Great company.

Cons

It times out and frequent sign-ins are necessary during the day.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Debra, thanks for taking the time to review Wylie! We're glad you like our product! We're sorry that it times out when there is no activity, but as you probably know, that is a HIPAA requirement to protect patient information. Will.

August 2018

Kristen from The Ideal Weigh

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Wylie Business system

It has been great. Will is amazing and his response time is fabulous! I love the program and I love the customer support!

Pros

I love all of the reports that I can generate in the system. I love that I can send forms to the doctor's that are already created for me. It is very easy to use overall.

Cons

That sometimes finding the info I want is a little difficult to locate. I know it is there but figuring out which report will get me the results I need can by a little frustrating, if it is something that I don't look for very often.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Kristen, thanks for the great review! We do have a LOT of reports in the system, there might be a way to change the way they are organized to better meet your needs. We'll keep on making it better! Will.

August 2018

Deidre from Bellevue Ideal Weight Loss Clinic

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

August 2018

POS Review

Wylie has helped me with ordering product and managing shipment.

Pros

I like that it has multiple features like the scheduler.

Cons

I wish there was a faster way to create a new client. I don't like having to enter them into one area and then schedule in another.
I would also like if the scheduling tool allowed for bi-weekly appointments and once a month appointments.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Deidre, thanks for your time! We're glad you like the many integrated features of Wylie. It looks like you aren't aware of how to create recurring appointments (weekly, bi-weekly, monthly etc.) - you just need to click the recurring appointment box when creating your appointment - please call, text or email if you need help. Will

July 2018

Cathy from Ideal Protein

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Wylie Business System

Pros

Use the Wylie system daily to track and maintain inventory, store biometrics, communicate with physicians, get reports. The leads panel is good for organizing and keeping track of potential customers to follow up. I recommend this system to several clinics I work with because it is easy to use and captures data pertinent to our business. The support is excellent. Anytime I have a question or need assistance, I can get in touch with someone.

Cons

So far haven't run into a situation where it doesn't support our needs.

July 2018

Kimberly from Ideal For You

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

My experience with Wylie Business System

The Wylie Business System has made daily, weekly, monthly and annual sales monitoring extremely simple and very easy. I can access virtually any necessary information with just a few clicks of the mouse. Can't imagine running my business without it.

Pros

Easy to use system, NO bugs, Great customer support when necessary, dependable

Cons

The color of the home page and the font (thinner than I'd like)
Those are the only negatives I can think of!

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Kimberly, thanks for taking the time to review Wylie! We're glad your enjoying the system, we will work hard to make sure it continues to meet your needs! Will.

October 2018

Ashley from Young Living Essential Oils

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

October 2018

Great business software!

Pros

Easy to use and teach; different colors for different providers appts; lots of tools for keeping up with purchases and inventory; predictive purchase helper for what has been sold/popular items

Cons

Would add more quick buttons; option to post a payment over the amount without automatically applying a cash-back transaction to edit and remove; email reminders come from the provider of the appt, not the person who scheduled the appt.

Response from Wylie Systems of Wylie Systems

Replied November 2018

HI Ashley, Were glad you like our system!! Thank you for the feedback. Please see the scheduler page in the setup section for more options on email reminders. Please send me an email with more information on what you mean regarding cash-back transactions - w.mckinty@wyliesystems.ca. Will.

July 2018

Bonnie from Health4Life Clinic, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Fan of Wylie Business System!

Wylie Business System has provided features for me that I didn't even know existed and made my business life easier. Responsiveness on the part of the company has been amazing. I have called outside of business hours, I have asked questions (because I am not very technologically savvy), both via email and phone, and always received a solution oriented response in a very timely manner.

Pros

The service, the functionality and how the company is constantly listening to their customers and adding helpful features.

Cons

That the main company I work with didn't come up with this software!

July 2018

Laurie from WSP

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Excellent Service

My overall experience has been great. I have always received prompt attention to any issues I have had which have been very mimimal. The cost vs service is unbeatable.

Pros

The ease of learning and the tutorials that are readily available

Cons

The ability to store documents in larger quantities is the only downside I have had.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi Laurie, thanks for taking the time to review Wylie! We're glad you like our system! Please let us know what problem you are having when trying to store large document quantities, that shouldn't be a problem. Will.

November 2018

Estelle from Wishing Wellness, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Happy with this POS.

Pros

Nicely keeps track of inventory. Easy sales and returns.

Cons

Doesn't not work when offline. If we are having internet issues we are out of luck.

Response from Wylie Systems of Wylie Systems

Replied November 2018

Hi Estelle, Glad you like Wylie! There is an offline mode in Wylie (see the setup section) - that being said, if you keep patient data on your local computer, then you need to be concerned with HIPAA compliance on that device. We take care of the security of patient data on your behalf in the cloud. For instance, all patient data is encrypted in the cloud when 'at rest'. Will.

January 2017

Pam from Ideal Protein COP

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

POS System for sales and inventory tracking

The system is user friendly and can track sales by product, employee,profit margin and much more. Very helpful aid for forecasting orders and tracking inventory. Support is always available and very helpful with easy to understand explanations.

Pros

You can use this program for just the basic sales and invoices with no training or as management use the more advanced features which are equally easy to learn and use.

Cons

No issues

July 2018

Jihn from Smart Weight and Wellness

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2018

Great for my health center

For my small business. I can operate effectively with the information I need. And I don't have to invest in Quick books.

Pros

It is easy to learn, easy to use. Fully integrated with our supplier's info.

Cons

Would like a little more info included on sales summary. I am told it is coming, but isn't here yet.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Hi John, thanks for taking the time to do a review on Wylie! Glad you like the system! We will continue to improve the system to meet your needs. Will.

December 2016

Lori from HealthCARE Express - Ideal Protein

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2016

Great POS system, awesome customer support.

We have been using Wylie for about six months, while there have been some bugs to work out, the customer support has been the best I've ever experienced and issues are solved immediately. They are constantly adding new features and listening to what their client's needs are. I don't think I have ever waited more than 10 minutes for a problem to be solved, even if it wasn't a problem on their end. - ALWAYS answers the phone.

Pros

Ease of use. The different reports that are available. There are lots of filters so you can narrow down what you are looking for.

Cons

There aren't really any issues that I have come across. There are a few things, like credit/returns that I have problems with, but that a feature we don't need to use often, so it is more of remembering the steps more than a problem with the software.

July 2018

Sheri from Ideal Diet Center

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Love Wylie!

Love Wylie! Very easy to learn and use. Customer service is awesome. My workflow has improved since I implemented Wylie!

Pros

What I love most about this software is the ease of use and all of the functionality including my POS and schedule are all combined. I also love that it's in the cloud so I can access it anywhere.The reporting is amazing. I'm sure there are functions that I don't even know I have yet as I am fairly new to the software.

Cons

There are always improvements that can be made but team at Wylie is always open to hear suggestions!

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2018

Feedback

Overall the software is a good value and they are contently trying to improve the product. Just like any other platform out there, there are some good things and things that could be improved. Good value though.

Pros

The amount of features and ability to ad additional users and employees is good. Text and email reminders are very helpful and there are good additional features.

Cons

The scheduler is not very good and can use some improvements. It could be easier to have quick access and the ability to edit future appointments for clients.

Response from Wylie Systems of Wylie Systems

Replied August 2018

Thanks for the feedback! It would be good to know what you don't like about the scheduler. In general our customers tell us they like it...we will continue to improve it though, based on feedback we receive. Will.