Reporting: Overview
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful...
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful...
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report. ... Additional resources Additional resources Navigation...
... Intro Which card reader(s) should I get? Which card reader(s) should I get? Key takeaways Key takeaways Why should I get a card reader? Why should I get a card reader? Additional resources Additional resources Did this lesson help? How to order a card reader How to order a card reader Tap to Pay on iPhone Tap to Pay on iPhone New Block Title...
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales, and more! In this lesson, you'll learn how to use the Mailing Lists report to discover your client's contact information, including email, mail, and sales. ... Intro Key takeaways Key takeaways Locating your Mailing Lists report Locating your Mailing Lists...
... Intro Key takeaways Key takeaways Locating your Quick Filters section Intro - How to locate Understanding your Missed Calls screen Understanding your Missed Calls screen Did this lesson help? Viewing your confirmations Viewing your confirmations Increasing client engagement with feedback and follow-up texts Increasing client engagement with...
Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance. ... Key takeaways Key takeaways Content locked notification Intro New Leads New Leads Removing a lead from the sales pipeline Removing a...
... Intro Key takeaways Key takeaways Locating & navigating the Auto Emails screen Locating & navigating the Auto Emails screen Editing an email's details Editing an email's details Additional resources Additional...
... Intro Key takeaways Key takeaways Locating & navigating the Auto Emails screen Locating & navigating the Auto Emails screen Editing an email's details Editing an email's details Additional resources Additional...
... Intro Key takeaways Key takeaways Locating & navigating the Auto Emails screen Locating & navigating the Auto Emails screen Editing an email's details Editing an email's details Additional resources Additional...
... Intro Key takeaways Key takeaways Locating & navigating the Auto Emails screen Locating & navigating the Auto Emails screen Editing an email's details Editing an email's details Additional resources Additional...
... Intro Key takeaways Key takeaways Locating & navigating the Auto Emails screen Locating & navigating the Auto Emails screen Editing an email's details Editing an email's details Additional resources Additional...
... Branding your bot's widget Branding your Bot's widget Intro Key takeaways Key takeaways Locating the webchat screen Intro - How to locate Did this lesson help? Setting your widget preferences Setting your widget...
...New Block Title New Block Title New Block Title Line Divider 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...
...report Using the Event Payments report Did this lesson help? Key takeaways Key takeaways For some customers, Courses may be called Enrollments.Allowing clients to make smaller payments towards a larger course...
...Using the Clock Other In/Out screen Share your feedback 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...
...divider to separate content Line divider line divider image 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...
...Share your feedback Share your feedback 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...
... Intro Key takeaways Key takeaways Creating and editing a saved reply Creating and editing a saved reply Sending a saved reply Sending a saved reply Additional resources Additional resources Did this lesson help? New Block Title Objectives sending saved replies text and gif Examples to help you get started text 2/3 Gif - Instructions New...
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting. ... Navigation disclaimer Reporting: Overview Reporting: Overview Additional resources Additional resources Did this lesson...
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report. ... Additional resources Additional resources Navigation disclaimer Editing time clocks Video Did this lesson help? Intro Key takeaways Key takeaways Locating the Time Clock report...
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In this lesson, we review the pay rates available to set up for staff scheduled for classes and courses. We also highlight the default pay rate setting to automate the scheduling process for classes and courses. ... Additional resources Additional resources Key takeaways Key takeaways Intro Locating the Class Pay Rates screen Locating the Class...
... Intro Key takeaways Key takeaways Locating & navigating the Auto Emails screen Locating & navigating the Auto Emails screen Editing an email's details Editing an email's details Additional resources Additional resources Did this lesson help? Replace Phrases Replace Phrases Taking your email communications to the next level Taking your email...
... Branding your bot's widget Branding your Bot's widget Intro Key takeaways Key takeaways Locating the webchat screen Intro - How to locate Did this lesson help? Setting your widget preferences Setting your widget preferences Testing your bot and adding the widget code Testing your Bot and adding the widget code Additional resources Additional...