Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software. ... Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Understanding your filters Understanding your filters Saving your Client Directory filters Saving your Client...
Search Results: customer service ninjaedge
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Members report
Reporting on clientsThe Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business. ... Intro Key takeaways Key Takeaways Understanding Member Statuses...
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Bring in clients who's visits have grown static with the 'We miss you' automation from the Marketing Suite. ... Marketing Suite, we miss you, client retention, get clients back, automations ... People get busy! They get out of their routine, and that sometimes leaves the things they like to do, at the places they love to do them, by the...
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Quick Filters
Messenger[ai]...help build strength. Person working out in gym doing a tricep press with a machine First time visit or service Roughly 30 minutes after Jade's personal training appointment, she receives a follow-up text from the...
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Managing your Sales Pipeline
Lead Management...Won stage.Because a lead is only considered "Won" when they have purchased a qualifying product or service, leads cannot be manually moved into the Won stage.In order for a purchase to be qualifying, it must be...
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... Key takeaways Key takeaways Getting started getting started Completing your SMS Registration form Completing your SMS Registration form Did this lesson help? Reviewing and submission process Reviewing and submission process Additional resources Additional resources text 2/3 Objectives New Block Title Booker experience Booker experience New...
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Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue. ... Intro Key takeaways Key takeaways Locating your Big Spenders report Locating your Big Spenders report Using your Big Spenders report Using your Big Spenders report Additional resources Additional resources Did this lesson...
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... Payment FAQs Payments FAQ Did this lesson help? Setting up Twilio SMS Twilio SMS Additional resources Additional resources Intro dividerLine-04 LeaveReviewProof-15 New Block Title Spacer Did this lesson help? New Block Title Spacer Additional resources New Block Title New Block Title Completed! Open each segment below to complete this...
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The Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business. ... Intro Key takeaways Key Takeaways Understanding Member Statuses Understanding Member Statuses Understanding the Members report Understanding the Members report Additional resources Additional...
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Creating Automations: Advanced drip campaigns
Marketing Suite ToolsThis lesson will focus on creating automations with or without templates. ... Key takeaways Key takeaways Intro Creating an automation without a template Creating an automation without a template Additional resources...
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Returns report
Reporting on revenueIn this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results. ... purchases, client purchases, returns, analyze returns, returns and purchases, returns report ...
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Marketing Suite Dashboard overview
Marketing Suite ToolsIn this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications...
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Intro offers: The foundation of your pricing structure
Setting your pricesIn this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure. ... intro offers, intro offers the foundation of your pricing structure, pricing structure, value...
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... Intro Key takeaways Key takeaways Mobile app overview Mobile app overview Did this lesson help? Downloading your Messenger[ai] mobile app Downloading your Messenger[ai] mobile app Sending a message Sending a message Checking a voicemail Checking a voicemail Additional resources Additional resources New Block Title New Block Title New Block...
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In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results. ... purchases, client purchases, returns, analyze returns, returns and purchases, returns report ... Understanding the results Understanding the results Locating the Returns report Key takeaways Key takeaways Setting your filters...
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Choosing your payments hardware
Mindbody Payments...block Card readers enable your business to conduct card-present transactions: payments collected via your customers' physical card (or mobile wallet) using Mindbody's card readers.Because card-present transactions...
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Cash drawer 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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Mailing Lists report
Reporting on clients...contact information, including email, mail, and sales. We understand that directly engaging with your customers through targeted marketing is crucial to capturing and retaining new clients. While the Mindbody...
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This lesson will focus on creating automations with or without templates. ... Key takeaways Key takeaways Intro Creating an automation without a template Creating an automation without a template Additional resources Additional resources Creating an automation using a default template Creating an automation using a default template Did this...
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Class and course pay rates
Staff management...The Class Pay Rates screen is used to enter how much you pay employees and contractors for group services like classes and courses. There are 21 pre-made pay rates you may adjust, including a per-class rate,...
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In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent. ... Key takeaways Key takeaways Intro Understanding your performance tiles Understanding your performance tiles Locating your...
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In this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure. ... intro offers, intro offers the foundation of your pricing structure, pricing structure, value message, set up intro offers ... Navigation disclaimer Intro offers: The foundation of your pricing structure Video Additional...
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Saved replies
Messenger[ai]...longer messages, consider adding a shortened URL link where the client can find additional information. Customize your message. Add variable fields to add a personal touch, like using a {client_name}. Highlight...