...You'll learn how to quickly manage your schedule and expedite the sign-in process at the front desk. ... Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the...
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...
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations. ... Intro Key takeaways Key takeaways Understanding Smart Lists Understanding Smart Lists Additional resources Additional resources Did this lesson help? Creating a Smart List...
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business. ... attendance with revenue report, attendance with revenue, roll sheet function,...
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool....
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...
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool. ... Merging duplicate client profiles Video Additional resources Additional resources Did this lesson help? Intro Key takeaways Key...
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. ... Intro Key takeaways Key takeaways Locating your Automations screen Locating your Automations screen...
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific group of clients. ... Intro Key takeaways Key takeaways Locating and creating Static Lists Locating and creating Static Lists...
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point. ... Additional resources Additional resources Locating your Client Info screen Locating your Client Info screen Intro OOD Key takeaways Key...
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...
...courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how they're used. ... Navigation disclaimer Creating and scheduling advanced courses Video Additional resources Additional resources Did this lesson help? Intro What is...
... Learning Objectives Learning Objectives Why is SMS Registration important, and how does it impact me? Why is SMS Registration important and how does it impact me? Additional resources Additional resources moving...
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...
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...
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific...
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point. ...
... Learning Objectives Learning Objectives Why is SMS Registration important, and how does it impact me? Why is SMS Registration important and how does it impact me? Additional resources Additional resources moving on next lesson What is 10DLC? Introduction What information should I gather to complete my SMS registration? What information...
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...
...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...
...campaign step-by-step Utilizing offers in your campaigns Utilizing offers in your campaigns If you've recently added new clients to a contact list or are trying to encourage them to opt-in to your notifications,...
...times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how they're used. ... Navigation disclaimer Creating and scheduling advanced courses Video Additional...
...a specific member status. For example, if you wanted to contact all the clients whose membership has recently expired, you can set the date to today. Member status filter to expired and report view to detail....
...lesson help? Creating your campaign step-by-step Creating your campaign step-by-step Utilizing offers in your campaigns Utilizing offers in your campaigns If you've recently added new clients to a contact list or are trying to encourage them to opt-in to your notifications, you can create an announcement using a campaign. Announcements are...
