Sales commission may be offered as part of your staff's benefits package, or can be used when running a sales promotion where you'd like to encourage staff to increase sales by offering sales commission for a particular time period. We'll walk through where these options are located and how they work. ... Navigation disclaimer Additional...
Search Results: customer service ninjaedge
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This lesson covers some common issues you may encounter when managing your appointment schedule. ... Additional resources Additional resources Intro Key takeaways Key takeaways This section details situations where staff troubleshoot general booking problems. Troubleshooting your appointment schedule Troubleshooting your appointment schedule...
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This lesson provides a comprehensive overview of various reports that meet business needs. ... Intro Key takeaways Key takeaways Identifying the best report for my needs | How can I... Identifying the best report for my needs Additional resources Additional resources Did this lesson help? New Block Title New Block Title Share your feedback New...
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... Intro Key takeaways Key takeaways Browsing & finding lessons Browsing & finding lessons Becoming certified Becoming certified Additional resources Additional resources Did this lesson help? Your Learning Center account Your Learning Center account Frequently asked questions Frequently asked questions Tracking your general progress Tracking...
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This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you offer. ... Appointment pay rates Video Navigation disclaimer Additional resources Additional resources Did this lesson help? Intro Key takeaways...
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... Please note that you will be required to create a Learning Center login in order to download a copy of the workbook. ... Mindbody Training Pack Starter Mindbody Training Pack Starter Welcome to your Starter Setup Guide This training handbook will help you navigate and get started with the setup of your new Mindbody site...
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Creating Campaigns: One-time marketing emails
Marketing Suite Tools...a large group, like if you partner with another business, introduce a new employee, or provide new services. Making an announcement using a campaign Making an announcement using a campaign New Block Title New...
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Sales report
Reporting on revenue...sales revenue on a per-transaction basis or as an average. It includes client names, dates, and how they paid for services. In addition, the report display refunds/returns, product sales, and autopay transactions....
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Account balances report
Reporting on clients...which can then be filtered by statement, date, or balance type. You can even collect owed funds from customers by creating balance statements, scheduling autopay, and reconciling unpaid visits from the report....
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... Intro Welcome webinar Welcome webinar What you'll learn What you'll learn New Block Title Introduction New Block Title New Block Title New Block Title New Block Title Video New Block Title New Block Title New Block Title Video Welcome to Mindbody! We're excited to have you here. To get started with the Mindbody Quickstart Guide, take a look...
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Editing class and course schedules
Managing courses...pay rate Narrative LINE DIVIDER Change room or resource Narrative LINE DIVIDER Change the type of service and when it occurs Narrative Edit Scheduled Class/Event screenHow to schedule a closed business dayThe...
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Editing class and course schedules
Managing classes...pay rate Narrative LINE DIVIDER Change room or resource Narrative LINE DIVIDER Change the type of service and when it occurs Narrative Edit Scheduled Class/Event screenHow to schedule a closed business dayThe...
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... Updating your Preferences Updating your Preferences Intro Key takeaways Key takeaways Finding the Preferences screen in Messenger[ai] Intro - How to locate Did this lesson help? Testing your Bot, again! Testing your Bot, again! Additional resources Additional resources Content locked notification intro paragraph Objectives Gif - Instructions...
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Client relationships
Client management...when a relationship exists between two clients. For example, a parent "pays for" their child's services. The list below offers the functional client relationships you may encounter on your site. Account...
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...Line divider New Block Title Completed! Please watch the video to the end to complete this lesson. Video Stream Title Transcript 0:13 - Breaking down the barrier between sales & customer service0:58 - What is a Sales Funnel?2:10 - Introducing Mindbody Lead Management Table of contents: Table of contents for videos line divider to separate...
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Client info screen
Client management...a client's profile and account, which is useful if you need to stop the client's ability to book services. There is also a save button and a More drop-down menu. From More, you can set up your Client Lookup...
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Appointments: Daily use
Running the appointment schedule...screen. The purpose of this screen is to run a search on your Mindbody site to locate all of the services that fit the filters you've set. Then, after seeing the preview of all of the services, you can adjust...
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Getting started with Lead Management
Lead Management...to complete this lesson. Video Stream Title Transcript 0:13 - Breaking down the barrier between sales & customer service0:58 - What is a Sales Funnel?2:10 - Introducing Mindbody Lead Management Table of contents:...
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Owner home dashboard
Introduction to Mindbody...snapshot.The snapshot displays your sales data, number of clients served, and the performance of your services. In the final of the three tiles, you can toggle between class and course capacity (Capacity) and...
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Managing Family Accounts
Family Accounts & Mindbody Accounts...Family Accounts allow clients to manage many parts of how their family members book and pay for services, it may seem on the surface like this feature completely replaces the need for building manual Client...