Building loyalty with Mindbody's marketing suite
In this lesson, you'll learn how Mindbody's Marketing Suite can help build client loyalty and more.
All Activities
-
-
Overview: voided sales, returns, and sales reports
In this lesson, you'll learn how to discover the cause of financial discrepancies between your bank deposits and revenue reports.
-
Intro to building loyalty with Mindbody
In this lesson, you'll learn what it means to build loyalty with Mindbody and how this can benefit your business.
-
The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
-
Visits remaining report
Using the Visits Remaining report, you can identify clients with a low number of remaining visits on their pricing option. You can use these lists for marketing and retention campaigns, or to simply reach out directly to clients and discuss renewal....
-
-
Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
-
Last visit report
Learn to use the Last Visit report to gather data on client retention, determine the reasons for client attrition, and more!
-
Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
-
Feedback & reviews
In this lesson, you'll learn how to use feedback and reviews to promote your business.
-
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.
-
-
Reporting on client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
-
Staff-based auto emails
Auto emails allow you to notify clients of important details concerning their visits and purchases with your business. Each auto email is triggered by a different action in the software and is generated at a time unique to that email....
-
Intro to marketing reporting and dashboard reports
In this lesson, you'll learn how to use reports to monitor the results of your pricing and marketing strategies and explore Dashboard Reports.
-
Account balances report
Learn how to review the standing of your clients’ house accounts, as well as how to use Mindbody to collect unpaid funds from clients with negative account balances.
-
Mailing lists report
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales and more! Learn how to use this report to engage with your clients and drive traffic into your business.
-
Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
-
Appointment-based auto emails
Auto emails allow you to notify clients of important details concerning their visits and purchases with your business. Each auto email is triggered by a different action in the software and is generated at a time unique to that email....
-
We miss you!
Bring in clients who's visits have grown static with the 'We miss you' automation from the Marketing Suite.
-
Memberships: creation & management
This lesson will explain what a member is within Mindbody and how to create and edit memberships.
-
Autopay expirations report
Learn how to use the Autopay Expirations report to identify which of your clients have autopays that are scheduled to expire soon. You can use this information to run retention-focused marketing campaigns to retain those clients and sell follow-up contracts....
-
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.
-
Autopay detail report
Use the Autopay Detail report to view, run, and delete your clients’ scheduled autopays.
