... Basic troubleshooting Basic troubleshooting FAQs FAQs Intro Did this lesson help? New Block Title New Block Title New Block Title Share your feedback Completed! Open each segment below to reveal additional information. Accordion No, and you can continue using your booking software without completing the SMS registration. However, there will...
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This lesson shows how promo codes are redeemed on the Point of Sale screen. ... Additional resources Additional resources Intro Key takeaways Key takeaways Applying promo codes in Point of Sale Applying promo codes in Point of Sale Did this lesson help? New Block Title New Block Title Objectives Steps for redeeming a promo code Steps for...
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Booking alerts & managing contacts
Marketing Suite Tools...tab from the Contacts drop-down menu in your Business Dashboard. The Contact Lists lesson explains more about the Import Contacts and Contact Lists tabs. Managing your contacts Managing your contacts New Block...
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Payouts report & reconciling payouts
Mindbody Payments...as detailed in the accompanying text Mindbody Classic In this report, the only filter you need to worry about is the Date Range, so go ahead and set this to the period of time you would like to review.Keep in...
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Saved replies
Messenger[ai]...can I help you? 🤖 Switching to Live Chat Transcript Open transcript Hi {client_name}, your credit card is about to expire with us at {business_name}. Please update it using the secure link I’m about to send you! 💳...
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Big spenders report
Reporting on clients...resources Did this lesson help? New Block Title New Block Title Key takeaways New Block Title Learn about some of the filters available on your Big Spenders report using the buttons below. Understand your...
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Selling services, packages, and products
Point of sale...New Block Title service details Objectives New Block Title Use the interactive graphic below to learn about the additional fields shown after selecting a service item or pricing option. Keep in mind that your...
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... Introduction Key takeaways Key takeaways Running the Sales report Running the Sales report Recap Recap Did this lesson help? Locating the Sales report Locating the Sales report Investigating transaction disputes Investigating transaction disputes Introduction Objectives Setting your filters Setting your filters New Block Title LINE DIVIDER...
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Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software. ... Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Understanding your filters Understanding your filters Saving your Client Directory filters Saving your Client...
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Monitor subscribers and build segments
Attentive...segments New Block Title There are two types of segments: dynamic and manual. Review the tabs to learn about each type. Understanding your segment types Understanding segment types New Block Title Segmenting by...
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Sales by reports
Reporting on revenue...your pricing options have made, and more.These reports give you the data necessary to make informed decisions about which services to expand, support, or remove. Text Title spacer for half block Sales by Service...
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Introduction to inventory management
Product management...post notices throughout your store. If you conduct regular register audits, make sure your staff knows about them and are trained on the loss-prevention measures you employ.With strong loss-prevention measures in...
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Appointment options
Managing appointments...and settings you might encounter. We'll also discuss various appointment options. If you'd like to learn about all your options, visit the Appointment Options Support article. Text Title spacer for half block key...
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Mailing Lists report
Reporting on clients...and some specific information depending on the mailing list type you filtered by. Let's explain more about each of the mailing list types. Understand your report results Understand your report results Key...
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Account balances report
Reporting on clients...Making payments and reconciling account balances New Block Title New Block Title Key takeaways Learn about some of the details of your report filters. Understand your report filters & options Understand your...
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Using prerequisites and registration notes
Managing classes...clients feel informed, which cuts down on the number of calls you receive from clients asking for details about the class. Text Title illustrated person holding megaphone partially cropped view Key takeaways Key...
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Setup & Sync
Messenger[ai]...information and begin customizing your bot's look and functionality. You can also receive more details about the next steps for going live with your bot. This guide is also accessible from the Start Now button...
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Getting familiar with Mindbody
Introduction to Mindbody...follow-ups, clocking in and out, and using your Messenger[ai] add-on. Open the sections below to learn more about each icon. Icons Home Home screenshot Completed! Open each segment below to complete this activity....
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The staff list & deactivating staff
Staff management...profile. A screenshot of the appointment schedule. Someone has opened an appointment's submenu and is about to select "Reschedule". 1. Clear their appointment schedule If they have scheduled classes, they will...
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Client Documents screen
Client managementÂ...submitted files will also vary depending on which platform was used by the client. For detailed information about accessing completed documents, use the links provided in the additional resources. Open transcript...
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In this lesson, we'll review the Autopay Detail report and examine how to check autopay expirations using the Autopay Expirations report. ... Intro Key takeaways Key takeaways Locating your Autopay details and Autopay Expirations reports Locating your Autopay details and Autopay Expirations reports Using your Autopay Detail report Using your...
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Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission. ... Navigation disclaimer Payroll report Video Did this lesson help? Intro Key takeaways Key takeaways Investigating payroll...
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Setting up a Marketing Plan
Marketing Suite Tools...budget, and key performance indicators (KPIs). Group of people sit around computer having a lively discussion about business. spacer spacer Marketing Suite Playbook for Fitness Businesses Link 2: marketing suite...
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Using the Transactions report
Mindbody Payments...or Returned, it most likely requires further investigation. Click the transaction's SaleID to learn more about the sale. Annotated screenshot of the Transaction report results, as detailed in the accompanying text...
