...quantity, price, discount, and so on. If a client has unpaid pricing options, the payment will settle unpaid services first and leave the remainder. You can select the Don't Reconcile link if you would rather not...
...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...
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set them up for your business. ... Add a program Add a program Examples Examples Did this lesson help? Intro Adding ranks Adding...
... Using the Sign In Sheet Using the Sign In Sheet Intro Charging clients for their class Charging clients for their class Sign In Sheet overview Sign In Sheet overview Cancelling clients and using the waitlist Cancelling clients and using the waitlist Did this lesson help? Key takeaways Key takeaways Additional resources Additional resources...
...so your clients can book appointments on their mobile device from anywhere. It’s also easier for your clients to book, view their cart, and choose their favorite service provider. Trainings Here are two trainings we recommend for you and your staff. - Getting started with online booking - Advanced online booking Our support site has...
...you will not be able to override the price. Please contact support if you need assistance overriding a service with a deposit. Support will need to delete and recreate the order. "" Transcript Open transcript line...
...the front-facing version of your Mindbody site that your clients visit to log into their account, book services, and make purchases. The online store is a specific tab you clients navigate to in order to purchase...
...to sell and apply account credit. Account credit allows your client to use their account to pay for services. They can accrue a negative balance to pay off later or add funds to apply toward future transactions....
...des échéances importantes ainsi que des opportunités pour vous permettre de prendre de l'avance sur votre configuration. N'oubliez pas de consulter cette vidéo avant votre appel de lancement ! ... Ressources mentionnées dans ce webinaire : Centre de Support Centre d'apprentissage Service Client Chaine Youtube Mindbody One
...lesson help 2/3 Text block New Block Title Note 2/3 Text block 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 Mindbody or Booker software. Text Title spacer for half block ""...
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site. ... Additional resources Additional resources Key takeaways Key takeaways Intro Defining Client Relationships and Family Accounts Defining Client...
...to a new gift card Line divider New Block Title Refunding to store credit New Block Title leave a review Spacer for 1/3 block 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 minor differences in your navigation experience. For additional...
This video goes further in-depth on the Classes tab, showing you how to substitute a teacher and understand the weekly class stats you'll find at the bottom of the Classes screen. ... Additional resources Additional resources Did this lesson help? Key takeaways Key takeaways Intro Introduction Introduction Overview: Edit Scheduled Class/Event...
...New Block Title In this section, we'll cover chat enhancements. These chat features provide ways to customize your message and utilize tools to help optimize business needs. Review each tab or more information....
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments. ... Additional resources Additional resources Intro Booking appointments Booking appointments Rescheduling appointments Rescheduling appointments Late and early cancelling appointments Late and early...
This lesson shows how promo codes are redeemed on the Point of Sale screen. ... Additional resources Additional resources Intro Key takeaways Key takeaways Applying promo codes in Point of Sale Applying promo codes in Point of Sale Did this lesson help? New Block Title New Block Title Objectives Steps for redeeming a promo code Steps for...
In this activity, you'll learn how to locate and understand the voided sales report. ... voided sales report, understanding reports, what is detail view, what is summary report, detail view, summary view, voided sales ... Additional resources Additional resources Intro Looking at the data Looking at the data Key takeaways Key takeaways Setting...
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day. ... Navigation disclaimer Daily closeout report Video Did this lesson help? Intro Key takeaways Key takeaways Running the report Running the report Reconciling the cash drawer Reconciling the cash drawer Additional resources Additional resources...
...in the system New Block Title New Block Title 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...
...the combined items' outlying activation and expiration dates. Further narrow your results by selecting a service category, pricing options within that service category, and client type if applicable. If you are...
...app dashboard and how to edit each setting in your branded mobile app. These settings control how clients interact with your app, which features they have access to, the services that are displayed, and much more. ... Table of contents 0:10 – Intro 0:45 – Logging in and things to know 1:18 – Users 2:18 – Locations 3:00 –Edit location...
...you to offset the contract's activation date. It can be handy for delaying your client's access to their services. We'll explain how to use this feature in the next section. Contract notes: You can add notes using...
In this lesson, we'll review how Family Accounts work in Mindbody's business mode. ... client experience, clients, client, client management, booking, child, children, family, Family accounts ... Client profiles Client Profiles Client relationships Client relationships Did this lesson help? Key takeaways Key takeaways New Article Title...
... Intro Key takeaways Key takeaways Overview of the Owner Home Dashboard Overview of the Owner Home Dashboard Content locked notification Intro Key takeaways Key takeaways Overview of the Owner Home Dashboard Overview of the Owner Home Dashboard Insights snapshot Insights snapshot Today's schedule Today's schedule Clients AI predictions...
