Creating Automations: Advanced drip campaigns
This lesson will focus on creating automations with or without templates.
All Activities
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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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Client directory
Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Appointments: Advanced daily use
Your Appointments screen is where your business can manage bookings and staff schedules. In this lesson, you'll learn how to customize the look and feel of your appointment schedule and the various ways to edit staff availability.
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Intro offers: The foundation of your pricing structure
In this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure.
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Pricing Options: management and settings
This lesson some of the more advanced pricing options like notes, commissions, and more.
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Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
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Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
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Creating contracts
This lesson explains how to set up a contract to fit your needs.
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Adding new staff members
In this lesson we will cover where you can add a new staff member in your site and edit their personal information.
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Members report
The Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business.
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Opting clients into marketing
In this lesson, you'll learn different ways for clients to opt in to marketing from your business.
