The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll. ... Navigation disclaimer Commission report Video Did this lesson help? Intro Key takeaways Key takeaways Running the report Running the report Additional resources Additional resources Did this lesson help? Additional resources...
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There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site. ... Additional resources Additional resources Assigning and managing client relationships Assigning and managing client relationships Intro Did...
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Marketing Suite Reports
Marketing Suite Tools...Dashboard from the Open more tools button and expand the Reports tab. Expand the tabs below to learn more about each report type. New Block Title Key takeaways New Block Title New Block Title New Block Title New...
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... Please note that you will be required to create a Learning Center login in order to download a copy of the workbook. ... Mindbody Training Pack Starter Mindbody Training Pack Starter Welcome to your Starter Setup Guide This training handbook will help you navigate and get started with the setup of your new Mindbody site...
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Customizing your business information
Marketing Suite Tools...listing ready to go. We'll highlight various settings and incorporate helpful tips. You can learn more about each setting in the How to customize your business listing Support article. Text Title Key takeaways...
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Adding your FAQs
Messenger[ai]...then select the FAQ Responses tab found below the My Bot section. Your bot can answer most questions about booking, staff, service types, and more. FAQs allow you to educate your bot's language when responding...
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Selling contracts
Point of sale...New Block Title New Block Title New Block Title New Block Title New Block Title View each tab to learn more about interacting with the Point of Sale screen. Trying it out Trying it out New Block Title Share your...
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Point of sale: Overview
Point of sale...can apply a discount to adjust this price. Refer to the Point of Sale Support article for more information about each field. highlight around field options for a 5 Class Pass on Point of Sale screen Edit your item...
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...Understanding the filters Understanding the filters Did this lesson help? The results layout The results layout New Block Title New Block Title Gif - Instructions To learn about the basic filters for Mindbody reports, please refer to our Reporting: Overview lesson. In this lesson, we'll focus on the filters unique to the Transactions report....
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Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report. ... Additional resources Additional resources Navigation disclaimer Editing time clocks Video Did this lesson help? Intro Key takeaways Key takeaways Locating the Time Clock report...
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Selling gift cards
Point of sale...it's important to understand two types of gift cards: prepaid and assignable. Use the tabs below to learn about each type and the redeeming gift card processes. New Block Title Share your feedback Redeeming a gift...
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Appointments: Late and early cancelling
Appointments: Daily use...resources spacer for half block about before jumping in.> Text Title line divider to separate content Line divider line divider image...
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Account Details Pt. 3 - Client account balances & rewards
Client managementÂ...the balance of which is a total of the client's debits to -- and credits from -- the business. You can learn about house accounts and account payments in this lesson: Creating account payments.A negative account...
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Configuring your bot
Messenger[ai]...and someone with color blindness may not be able to read their messages. You can check and learn more about this on the WebAIM: Contrast Checker website. Low contrast card showing the settings for the webchat...
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Know your resources
Introduction to Mindbody...software and receive technical support assistance. Additionally, there are solutions for learning more about running a business and maximizing revenue, as well as a way to connect with fellow business owners and...
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... Intro Key takeaways Key takeaways Mobile app overview Mobile app overview Did this lesson help? Downloading your Messenger[ai] mobile app Downloading your Messenger[ai] mobile app Sending a message Sending a message Checking a voicemail Checking a voicemail Additional resources Additional resources New Block Title New Block Title New Block...
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Campaigns overview
Marketing Suite Tools...text 2/3 Key takeaways New Block Title Share your feedback New Block Title New Block Title Learn more about managing and viewing your campaigns using the buttons below. New Block Title New Block Title Campaigns...
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Saved tickets
Point of sale...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 ticket Retrieving a saved ticket Removing a saved ticket Removing...
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SMS Registration Form Details & Guide
Navigating your SMS Registration Form...into your booking, you may also see your previously submitted SMS form appear, including information about which items need to be updated and resubmitted. Registration required to enable SMS servicesThis alert...
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The Sales Pipeline dashboard & settings
Lead Management...Narrative Share your feedback Lead Channels are the various methods through which prospects can learn about your business. These options are populated based on the site's enabled "Referral Types", which can be...
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Pricing options: Management and settings
Setting your prices...uses this pricing option? Transcript Open transcript If you need to leave a note to your staff members about this pricing option, you can use the Service Notes to do so. Alternatively, if your clients use the...
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... Adjusting room functionality Editing rooms How can I track which rooms or resources are in use? Room Schedule Step 1: Adding Rooms and Resources for appointment services Adding Rooms and Resources for appointment services Key takeaways Key takeaways Intro Step 2: Setting up a room requirement for appointments Setting up a room requirement...
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... Additional resources Additional resources Key takeaways Key takeaways Intro The Appointment Types screen is where you can add and manage service categories for your appointments. Locating your Appointment Types screen Locating your Appointment Types screen Understanding service categories is critical to setting up your appointments...
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My Team
Messenger[ai]...you might send an attachment with the class descriptions or use a Saved Reply to inform your instructor about a late cancellation. Only staff members who have added a phone number to their Mindbody or Booker...
