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Setting your bot’s preferences

Duration 10m

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.

Duration 8m

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.

Duration 12m

Using the course roster

Duration 15m
Rating 5.0

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.

Duration 5m
Rating 5.0

Mindbody Software Setup Guide

Path

Appointments: Daily use

This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.

Duration 12m
Rating 4.5

Using the Branded App Administration Panel

Mindbody Payments - Setting up your payments (Knowledge Check)

Setting up a datashare (Part 1)

Big spenders report

Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.

Duration 3m

Setting up a Marketing Plan

The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.

Duration 2m

Client Documents screen

This lesson covers how to create and manage client forms and navigate the Documents screen.

Duration 10m
Rating 4.5

My Team

Duration 3m

Selling services, packages, and products

This lesson reviews how to edit services when completing a transaction using the Point of Sale.

Duration 5m
Rating 4.5

Getting started with Lead Management

Duration 4m
Rating 4.3

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...