All Activities
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Mailing Lists report
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. ...
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Static Lists
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.
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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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Point of sale: Overview
This lesson covers how to complete a transaction using Point of Sale.
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Purchase orders
Purchase orders can help you streamline your process for ordering products from suppliers. In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.
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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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Visits remaining & Last visit reports
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...
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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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Developing a sales pipeline
Looking to increase sales and improve retention at your fitness business? An effective sales process is essential to turning prospects into loyal members. Your sales process should be defined, systematic, scalable, and trackable.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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