...report allows you to track sales revenue with specificity. You can filter sales by employee, category, or location, and view sales information for your products and services. Before you start Only owners and staff members with the "Sales/Sales by Category/Sales by Services" staff permission will be able to access this report. If you'd like...
Search Results: customer service ninjaedge
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Getting started with the Mindbody Learning Center
Introduction to the Learning Center...knowledge checks New Block Title Becoming certified Creating your account New Block Title Managing custom learning plans Favorites New Block Title New Block Title History New Block Title What's my site ID? New...
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Getting started with the Mindbody Learning Center
Getting started with the Learning Center...knowledge checks New Block Title Becoming certified Creating your account New Block Title Managing custom learning plans Favorites New Block Title New Block Title History New Block Title What's my site ID? New...
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This lesson explains how to set up a contract to fit your needs. ... contracts, how to set up contracts, creating contracts, create a contract, write a contract, contracts faq ... Did this lesson help? Navigation disclaimer Creating contracts Video Additional resources Additional resources Introduction Mindbody...
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Using the Sign In Sheet to add, cancel, and waitlist clients
Running the class and course schedule...payment on their account that will cover the reserved visits. Depending on the amount of visits, your customer might want a 10 class pass, or an unlimited contract. Paying for a recurring class in Point of Sale...
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Deleting and cancelling classes
Managing classesThis video covers how to cancel and remove classes from your schedule, either on a temporary or permanent basis. ... Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways...
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Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how they're used. ... Navigation disclaimer Creating and scheduling advanced courses Video Additional resources...
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Setting up Progress Tracking
Progress Tracking...displays only on this progress tracking screen.Note: Each program will usually correspond to one of your services. For example, the name could be Swimming, Brazilian Jiu-Jitsu, Karate, etc. 2. Add a name and...
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In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations. ... Intro Key takeaways Key takeaways Understanding Smart Lists Understanding Smart Lists Additional resources Additional resources Did this lesson help? Creating a Smart List...
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In this lesson, we'll explore the Automations screen and learn more about how your automations work. Automations streamline your workflow using a sophisticated drip campaign tool to maintain client engagement throughout their journey. ... Intro Key takeaways Key takeaways Locating your Automations screen Locating your Automations screen...
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... Intro Key takeaways Key takeaways How to locate your application Intro - How to locate Additional resources Additional resources Completing your application Completing your application Did this lesson help? What comes next? What comes next? New Block Title Objectives text 2/3 Business structure New Block Title New Block Title LINE DIVIDER...
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... Additional resources Additional resources Troubleshooting courses Video Did this lesson help? Intro Learning objectives Key Takeaways Recap Recap 1. The correct pricing option isn't showing 1. The correct pricing option isn't showing 2. Why is the enrollment so expensive? 2. Why is the enrollment so expensive? 3. Why isn't the client...
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Troubleshooting appointments
Managing appointments...session. When the staff tries to select the appointment type, personal training is missing from the services list. Solution: The most likely reason for this error is that the instructor doesn't list personal...
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...option Additional resources Additional resources Option 2: Adding client indexes and values Adding client indexes and values Key takeaways Key takeaways Example: Customizing gender options Gender options Adding custom options Adding client form custom fields Option 1: Using the default required fields Using default required fields Option...
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This lesson some of the more advanced pricing options like notes, commissions, and more. ... advanced pricing, pricing options, advanced pricing options, notes, commission, scheduling restrictions, member discounts, early bird, advanced settings, understanding pricing option advanced settings ... Navigation disclaimer Understanding pricing...
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Looking to increase sales and improve retention at your fitness business? An effective sales process is essential to turning prospects into loyal members. Your sales process should be defined, systematic, scalable, and trackable. ... Leads, prospects, lead management, sales, sales pipeline, sales funnel, retention, conversion, starting a...
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Daily closeout report
Reporting...Block Title New Block Title Table of contents New Block Title Mindbody navigation is different for some customers. If the navigation bar displays on the left side of your screen instead of at the top, there may be...
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Activating your account
Messenger[ai]...As you learned in the previous lesson, Messenger[ai] offers many features to help your business. To begin customizing your bot, let's start by logging into your account for the first time to authenticate with your...
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This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients. ... Additional resources Additional resources Self check-in for clients Video Intro Key takeaways Key takeaways Signing in using Self Check In Signing...
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In this lesson we will cover where you can add a new staff member in your site and edit their personal information. ... Navigation disclaimer Did this lesson help? Additional resources Additional resources Adding new staff members Video Intro Key takeaways Key takeaways Adding staff in the Staff screen Adding staff in the Staff screen Additional...
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Redeeming promo codes
Point of sale...items? Additional resources Promo codes and promotions are limited-time discounts on products, services, and gift cards. They allow businesses to share discounts easily with clients and customize and track...
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Voided sales report
Reporting on revenue...Description column also shows us that the majority of the sales being voided are for unlimited monthly services. Summary view of voided sales report showing the description column Identify voided sales items Now...
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This video covers how to cancel and remove classes from your schedule, either on a temporary or permanent basis. ... Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Terminology refresher Terminology refresher Move clients from one class to another Move clients from one class to another Create a...