iLKB - Staff Training

Getting Started with MINDBODY

• 3 m

Create bookmarks and shortcuts

• 5 m

How to reach out for Support

Staff clocking in and out

• 5 m

First Time Student Process

• 5 m

Add and look up clients

• 3 m

Client Profile : Overview

Client profile

• 9 m

Client Schedule Screen Overview

Contact Logs

• 9 m

Client Visits screen - overview

• 10 m

Purchase history & account details

• 3 m

Failed autopay alerts on the Dashboard

Suspending, terminating, and deleting contracts overview

• 10 m

Merge Duplicate Clients tool

• 10 m

Merging duplicate client profiles

• 4 m

Who Purchased a Web Trial Today

• 3 m

Client Prerequisites for Classes

Opting in New Clients/Old Clients to Text Messages

Ending, cancelling, deleting, or hiding classes

• 5 m

How To Schedule A Clients First Class

• 10 m

Late Class Cancellation Charge

• 10 m

Retail Point of Sale Overview

Selling Membership

• 6 m

Selling Membership using Cash

• 5 m

Returns, Refunds, and Voids

• 15 m

Making a payment towards Delinquent Payment

• 2 m