...marketing texts, and other outgoing messages. You'll continue to see alerts and reminders from your software about completing the SMS form. You can ignore these alerts, and your booking software will continue...
...image If your client is buying multiple items and only one is on promotion, you'll need to be careful about applying promo codes. First, add the promotion item(s) to your client's ticket. Enter the promo code...
... Additional resources Additional resources Intro Learning Objectives Learning Objectives How are the appointment requests and waitlist different? Requests vs. waitlists 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...
...Additional resources Additional resources Did this lesson help? New Block Title New Block Title Share your feedback New Block Title Key takeaways Use the tabs below to learn about useful report(s) for each business need. New Block Title Reports screen - overview Support ArticleReporting: Overview Learning Center Article Additional resources...
... Key takeaways Key takeaways Terminating & Deleting Contracts Terminating & Deleting Contracts Autopay History Autopay History Autopay Schedule Autopay Schedule Suspending a contract Suspending a contract What is a contract? What is a contract? Intro Contracts section overview Contracts section overview Did this lesson help? Additional...
... Key takeaways Key takeaways Pricing Options: Available for Use & Inactive Pricing Options: Available for Use & Inactive Managing pricing options Managing pricing options Intro Additional resources Additional resources Did this lesson help? Actions menu Actions menu Page Controls Page Controls Locating the client account details screen...
... Using the Sign In Sheet Using the Sign In Sheet Intro Charging clients for their class Charging clients for their class Sign In Sheet overview Sign In Sheet overview Cancelling clients and using the waitlist Cancelling clients and using the waitlist Did this lesson help? Key takeaways Key takeaways Additional resources Additional resources...
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments. ... Additional resources Additional resources Intro Booking appointments Booking appointments Rescheduling appointments Rescheduling appointments Late and early cancelling appointments Late and early...
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans. ... Navigation disclaimer Inventory tickets Video Additional resources Additional resources Did...
This lesson explains the different types of pricing options available within the Mindbody software. ... pricing options, creating pricing options, pricing, services and pricing, creating pricing options pricing, membership, packages, intro offer, update memberships ... Creating pricing options Video Navigation disclaimer Additional resources...
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 a full enrollment and empty spots.Learn how to create payment plan items, assign the payment plan...
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. ... Additional resources Additional resources Before we begin Before we begin Intro Key takeaways Key takeaways...
This video covers how to cancel and remove classes from your schedule, either on a temporary or permanent basis. ... Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Terminology refresher Terminology refresher Move clients from one class to another Move clients from one class to another Create a...
...look at individual sales.Try experimenting with the report's filters, and see what else you can find out about your business' sales transactions! Recap Spacer for 1/3 block Select an item to reveal its location in...
...and last names, state, postal code, and more. This feature is helpful if you know only a few details about the client(s) or want to generate a list of location-based clients. You can also tag clients by adding...
... Additional resources Additional resources Intro Learning Objectives Learning Objectives Did this lesson help? Using the Appointment schedule screen Appointment schedule 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 Managing appointment...
... Intro Key takeaways Key takeaways Understanding your Inbox messages: Overview Understanding your Inbox messages: Overview Share your feedback Locating your Messages & My Voicemail screens Locating your Messages & My Voicemail screens Navigating your Live Chats screen Navigating your Live Chats screen Live Chats Q&A Interacting with My Queue...
... Logging into your account Logging into your account Intro Key takeaways Key takeaways Getting familiar with notification settings Getting familiar with notification settings Did this lesson help? Adding your team Adding you team Content locked notification Additional resources Additional resources New Block Title Objectives narrative- locate...
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients. ... Self check-in for clients Video Additional resources Additional resources Enabling your Self Check In feature Enabling your Self Check In feature...
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds. ... New Article Title Learning Objectives Learning Objectives Locating your Purchases screen Locating your Purchases screen Getting familiar with the purchases screen Getting familiar with the Purchases screen The Manage Sales screen...
This lesson will teach you how to create and sell gift cards in your software. ... gift cards, setting up gift cards, manage gift cards, prepaid gift cards, account payments, online gift cards, creating gift cards, tax gift cards, gift card sales ... Did this lesson help? Navigation disclaimer Creating gift cards Video Additional resources...
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software. ... Navigation disclaimer Managing staff profiles Video Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Locating a staff profile Locating a staff member's profile The Staff...
...date range and provides the tools you need to change, stop, or run each scheduled transaction. Learn more about your filters below. Understand your report filters & options Understand your report filters & options...
...for classes on a percentage rate, you can check this box for a simplified view that omits detailed information about revenue, revenue per session, and earnings per client. Hide client payment info Transcript Open...
