... Intro Key takeaways Key takeaways Locating the Transactions report Locating the Transactions report Additional resources Additional resources Understanding the filters Understanding the filters Did this lesson...
... Customizing the sign-in screen Customizing the sign-in screen Content locked notification Additional resources Additional resources Intro Key takeaways Key takeaways When there's duplicate client profiles When there's duplicate client profiles Managing a client account Managing a client account Did this lesson help? LeaveReviewProof-15...
... Intro Key takeaways Key takeaways Understanding your Inbox messages: Overview Understanding your Inbox messages: Overview Share your feedback Locating your Messages & My Voicemail screens Locating your Messages & My Voicemail screens Navigating your Live Chats screen Navigating your Live Chats screen Live Chats Q&A Interacting with My Queue...
...Selling physical products is one of the best ways to add extra revenue to your business while improving the customer experience. But once you begin selling physical products, you’ll need to secure those goods with...
...this for? Staff of all levels Owners Consultants What will you learn? Learn tasks for welcoming new customers, working with appointments, and collecting payments. Topics covered include: Adding new customers and...
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes. ... Additional resources Additional resources Intro Key takeaways Key takeaways Paying for another client one-time Paying for another client one-time Paying for another...
...by Mindbody.Also available is a separate website for any questions your clients may have, like how to book services, manage their profiles, and add family members. Text Title Graphic Title line divider to separate...
...as follows:Set the Date Range to cover the date the client says the transaction took place.Set the Custom Filter to "Account # Last Four", and enter the 4 digits the client gave you.Run the report. Annotated...
...method in my site Additional resources 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...
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods. ... Additional resources Additional resources Selling a contract using Point of Sale Selling a contract using Point of Sale Key takeaways Key takeaways Intro Review the frequently asked questions below for answers to...
...the names and descriptions for each column based on your business' unique needs. If you are using a custom Sales Pipeline, this is also where you can add or remove columns.Changing the name and description of a...
...Now button to open the form again manually. Alert shown that says Registration required to enable SMS services with an arrow pointing to Register Now button Manually triggered form Transcript Open transcript line...
... Intro Key takeaways Key takeaways Locating the Transactions report Locating the Transactions report Additional resources Additional resources Understanding the filters Understanding the filters Did this lesson help? The results layout The results layout New Block Title New Block Title Gif - Instructions To learn about the basic filters for...
...When using this tool, your options may appear differently, as businesses can enable/disable this tool and customize the options. If your business utilizes contact logs, you can document: Prospect status Client...
...use this screen fully. Otherwise, you'll only be able to see clients you've been assigned to. For some customers, Client Directory may be called Advanced Client Search. "" Transcript Open transcript key takeaways...
... This recorded webinar is for customers who recently purchased and are new to Booker. The purpose of this ~20 minute webinar is to provide important information regarding your Onboarding journey and ensure you are set up for success with the implementation of your Booker software. We will be discussing important timelines as well as...
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience. ... Additional resources Additional resources Locating the Online Store settings Locating the Online Store settings Online Store basics Online Store basics Intro Did this lesson help? New Article Title...
... Did this lesson help? Intro Key takeaways Key takeaways Accessing the Sales Funnel Analytics report Accessing the Sales Funnel Analytics report Generating the report Generating the report Understanding the report Understanding the report Applying the results Applying the results Additional resources Additional resources dividerLine-04...
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen. ... New Article Title Intro to staff permissions New Article Title New Article Title dividerLine-04 LeaveReviewProof-15 Nav...
...In this lesson, you'll learn how to identify the clients who spend the most on your products and services using the Big Spenders report. Using this report, you can focus your efforts on the clients who impact...
...for checking out a discounted gift card Discounted gift card In the example shown here, we purchase a customizable gift card set to $0 and plan to add $40. Follow the steps below to practice adding a custom amount...
In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client attrition. ... Intro Key takeaways Key takeaways Using your Visits Remaining report Using...
This lesson will cover the features located in the Additional options section of classes and courses, including prerequisites and registration notes. ... Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Prerequisites, client types, and notes Prerequisites, client types, and notes What does the...
