This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods. ... Additional resources Additional resources Selling a contract using Point of Sale Selling a contract using Point of Sale Key takeaways Key takeaways Intro Review the frequently asked questions below for answers to...
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Intro to Messenger[ai] - Meet your bot
Messenger[ai]...divider Intro New Block Title New Block Title how does it work intro getting bot started line divider Learn about MAI infographic Learn about your Messenger[ai] features Learn about MAI text intro New Block Title...
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Set up sign-up units
Attentive...Creating your sign-up units Additional resources Additional resources Did this lesson help? Learning about landing pages Learning about landing pages Let's review how to create a prebuilt journey. Navigate the...
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Getting started with Lead Management
Lead Management...great place to start.Download our free template to access a Microsoft Word document with forms to fill in about your business and sales strategies. Text Graphic Title line divider to separate content Line divider...
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This lesson covers selling, redeeming, and checking gift card balances using Point of Sale. ... Additional resources Additional resources You can view the Point of Sale: Overview lesson for information on completing a transaction in Point of Sale. The slides below cover some gift card scenarios and explain each process. Selling a gift card using...
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This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need. ... mindbody one, support center, community, one community, mindbody one community ... Additional resources Additional resources Intro Software support and training Software support and...
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Managing appointment service categories
Managing appointments...with inactive service categories expanded and highlighted Graphic Title In the last lesson we talked about how to edit your existing appointment types. Now, we'll review the options connected to your service...
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... Additional resources Additional resources Late and early cancelling appointments Late and early cancelling appointments Intro Learning Objectives Learning Objectives Did this lesson help? Looking for specific workflows? View the use case(s) below for step-by-step instructions on ways to edit and manage your software. Business use cases...
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... Intro Additional resources Additional resources Did this lesson help? Clients Rewards Program Clients Rewards Program Key takeaways Key takeaways GIFT / Debit Account GIFT / Debit Account Potential reasons for a negative balance Potential reasons for a negative balance Key takeaways New Block Title New Block Title Any transactions on a...
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... Branding your bot's widget Branding your Bot's widget Intro Key takeaways Key takeaways Locating the webchat screen Intro - How to locate Did this lesson help? Setting your widget preferences Setting your widget preferences Testing your bot and adding the widget code Testing your Bot and adding the widget code Additional resources Additional...
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...Key takeaways Key takeaways Understanding campaigns Understanding campaigns Additional resources Additional resources Did this lesson help? Interacting with your Campaigns screen Interacting with your Campaigns screen New Block Title text 2/3 Key takeaways New Block Title Share your feedback New Block Title New Block Title Learn more about...
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...retrieving, and deleting Did this lesson help? New Block Title New Block Title Objectives Saving a ticket for later Saving a ticket for later New Block Title New Block Title When your client is ready to complete their transaction, you can locate the saved ticket in your Point of Sale. Learn more about each method below. Retrieving a saved...
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System Lists
Marketing Suite Tools...business. ... Intro Key takeaways Key takeaways Locating your System Lists Intro - How to locate Learning about each System List Learning about each System List Additional resources Additional resources Did this...
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Teaching your Bot
Messenger[ai]...this lesson help? Additional resources Additional resources Content locked notification 1 Intro Learning about your Custom Response sections Learning about your Custom Response sections Getting started with Custom...
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Updating your Mindbody Payments account details
Mindbody Payments...Locating your Mindbody Payments portal text 2/3 LINE DIVIDER The Account screen LINE DIVIDER New Block Title About your business Banking information Reconciling payout funds during an ownership change Reconciling...
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Managing disputed payments
Mindbody Payments...be marked with a yellow icon. 5. Unreviewed disputes Open transcript Open transcript Screenshot of the "About Disputes" screen. Viewing details To view details on a dispute and/or begin the process of challenging...
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Setting your bot’s preferences
Messenger[ai]...text fields. Upload images by selecting the default image and uploading the new graphic. Text Title Learn about the settings that help turn your bot on or off, in addition to naming your bot. Your Bot's Name: It's...
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Looking up and adding new clients
Client management...New Block Title Advanced add client form Advanced add client form New Block Title New Block Title Learn more about the two primary methods for adding new clients. Methods for adding new clients New Block Title New...
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Contact logs
Client management...tip Note It's possible to simultaneously add a contact log for multiple client accounts. Learn more about this process. "" Transcript Open transcript quick tip Note You can quickly filter contact logs that are...
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... Additional resources Additional resources Key takeaways Key takeaways Did this lesson help? Reviewing and submission process Reviewing and submission process Getting started getting started Completing your SMS Registration form Completing your SMS Registration form Here are some common mistakes to avoid when adding your address: common...
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... Methods for tracking client details Methods for tracking client details Key takeaways Key takeaways Adding custom options Adding client form custom fields Example: Customizing gender options Gender options Intro Option 1: Using the default required fields Using default required fields Additional resources Additional resources Option 3: Using...
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... Navigating the Sales Pipeline dashboard Navigating the Sales Pipeline dashboard Intro Key takeaways Key takeaways Content locked notification Adding a Configurable Sales Pipeline Adding a Configurable Sales Pipeline The basics of setting up your Sales Pipeline The basics of using the Sales Pipeline Sales Pipeline settings Sales Pipeline...
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This lesson some of the more advanced pricing options like notes, commissions, and more. ... advanced pricing, pricing options, advanced pricing options, notes, commission, scheduling restrictions, member discounts, early bird, advanced settings, understanding pricing option advanced settings ... Did this lesson help? Additional resources...
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... Intro Key takeaways Key takeaways Locating your My Team section Intro - How to locate Sending staff messages Sending staff messages Did this lesson help? Checking staff profiles Checking staff profiles Additional resources Additional resources New Block Title New Block Title New Block Title Gif - Instructions Objectives New Block Title New...
