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Getting started with Lead Management
Before we dive into building your list of prospects in the Lead Management suite, we need to make sure your software is set up for success. In this article, we'll walk through all the settings and preferences necessary to properly...
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Managing your Sales Pipeline
Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Branded Mobile App
A custom mobile app is a powerful way to boost your client retention, engagement, and spending. Plus, with branded apps clients can book, schedule, and access your business directly from their phones.
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Lead Management
Streamline your sales pipeline. Say goodbye to spreadsheets and sticky notes—and meet a built-in lead management system that tracks, nurtures, and turns sales leads into members of your community.
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Filming pre-recorded workout videos
Learn tips to make you feel at home in front and behind the camera throughout the process of making pre-recorded videos.
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Best Practices - Retail Management
Use this learning path to do a deep-dive into the retail functionality of the MINDBODY software and the settings/reports to manage products. Learn how the strategic implementation of retail products and merchandising can increase the revenue at your...
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Seamless Checkout
Messenger[ai] lets you sell pricing options and contracts to clients over both SMS and webchat. These transactions take place entirely within the conversation itself without the need to redirect clients to your Mindbody or Booker site—providing organic up-sell opportunities for...
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We miss you!
Bring in clients who's visits have grown static with the 'We miss you' automation from the Marketing Suite.
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Branded Mobile App Settings
Learn how to customize your app experience to increase your brand exposure, stay connected with your clients, and give them another way to connect with your services.
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Redeeming promotion codes
This lesson shows how promo codes are redeemed on the Retail screen, and goes over some of the limitations you need to know.
