Contact Lists overview
Contact Lists help you reach the right audience at the right time. In this lesson, we'll explain the different types of contact lists and how to interact with your Contact Lists screen.
All Activities
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Managing service categories
After establishing your classes and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
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Booking alerts & managing contacts
In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard.
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Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
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Automations overview
In this lesson, we'll explore the Automations screen and learn more about how your automations work. Automations streamline your workflow using a sophisticated drip campaign tool to maintain client engagement throughout their journey.
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Commission pay rates
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...
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Instructor / Practitioner Collection
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
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