In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report. ... Intro Key takeaways Key takeaways Exploring your reporting options Exploring your reporting options Additional resources Additional resources Did this lesson help? Exporting a report Exporting a report Share your feedback New Block Title...
Search Results: customer service ninjaedge
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...your client's upcoming visits, including classes, appointments, and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services. ... Additional resources Additional resources Intro Key takeaways Key takeaways Locating and understanding your Client Schedule screen Locating and understanding your...
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This lesson will explain what a member is within Mindbody and how to create and edit memberships. ... members, member, managing memberships, create membership, membership, manage members, membership pricing options ... Additional resources Additional resources Creating and managing memberships Video Did this lesson help? Navigation disclaimer...
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In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business. ... attendance with revenue report, attendance with revenue, roll sheet function, pricing options report, unlimited pricing options ... Intro Key takeaways Key takeaways Locating your Attendance with Revenue...
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Commission pay rates
Staff management...to set each link to open in a new tab! Additional resources Mindbody navigation is different for some customers. If the navigation bar displays on the left side of your screen instead of at the top, there may be...
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Reporting Guide
Reporting on clients...These reports can be used to analyze sales trends, monitor popular pricing options, identify key customers, manage payroll, and much more. This lesson provides a comprehensive overview of various reports that...
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Reporting Guide
Reporting on revenue...These reports can be used to analyze sales trends, monitor popular pricing options, identify key customers, manage payroll, and much more. This lesson provides a comprehensive overview of various reports that...
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Understanding Client Check In
Additional scheduling featuresIn this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window. ... Additional resources Additional resources Establishing your...
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Unpaid Visit report / reconciling unpaid visits
Reporting on clients...Not enough sessions One of the most common causes of erroneous unpaid visits is when the date of the service falls outside of the pricing option’s activation and expiration dates. In this video, we'll discuss...
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Automations overview
Marketing Suite Tools...screen. Graphic Title Your Automations screen comes with several default automations for you to customize. Some of these options include:First-Time Visitor Welcome - A drip campaign to engage with clients...
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... Learning objectives Learning Objectives Why use Messenger[ai]? Why use Messenger[ai]? What is Messenger[ai]? What is MAI Did this lesson help? Additional resources Additional resources Objectives New Block Title why use MAI paragraph line divider Intro New Block Title New Block Title how does it work intro getting bot started line divider...
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Smart Lists
Marketing Suite ToolsIn this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations. ... Intro Key takeaways Key takeaways...
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Setting your bot’s preferences
Messenger[ai]...booking policies by editing the Preferences in your Messenger[ai] account. We'll review settings that customize your client's booking experience, like cancellation restrictions, booking requirements, and more....
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This lesson covers how to create and manage client forms and navigate the Documents screen. ... Navigation disclaimer Client documents screen Video Additional resources Additional resources Did this lesson help? Intro Key takeaways Key takeaways Locating the Client Documents screen Locating the Client Documents screen Using the Client Documents...
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Appointment pay rates
Staff management...line divider image leave a review Spacer for 1/3 block Mindbody navigation is different for some customers. If the navigation bar displays on the left side of your screen instead of at the top, there may be...
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In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window. ... Additional resources Additional resources Establishing your settings for Check In Establishing your settings for Check In Intro Key takeaways Key takeaways Using the Check In screen Using the...
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... Intro Key takeaways Key takeaways Navigating your metrics dashboard Navigating your metrics dashboard Locating your My Metrics screen Intro - How to locate Did this lesson help? Understanding your metrics Understanding your metrics Additional resources Additional resources New Block Title Objectives Gif - Instructions Your My Metrics screen...
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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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... Using a trigger-based FAQ Trigger-based responses Intro Key takeaways Key takeaways Locating your FAQ Responses screen in Messenger[ai] Intro - How to locate Did this lesson help? Adding FAQ Responses Adding FAQ Responses flow chart- trigger based FAQ trigger-based FAQ New Block Title Objectives New Block Title Note: FAQ Add & Edit FAQs 2/3...
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... Looking at your Setup Tasks Looking at your Setup Tasks Intro Key takeaways Key takeaways Adding the essentials to My Business Article 3: Adding the essentials to My Business Additional resources Additional resources Reviewing your synced data Reviewing your synced data Did this lesson help? Content locked notification Article 2 hot graphic...
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... Intro Basic troubleshooting Basic troubleshooting Did this lesson help? FAQs FAQs New Block Title New Block Title New Block Title New Block Title In this lesson, we'll share suggested tips for troubleshooting your SMS Registration and other frequently asked questions. Select each tab below to expand each question and reveal more information....
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Getting started with the Mindbody Learning Center
Introduction to the Learning Center...knowledge checks New Block Title Becoming certified Creating your account New Block Title Managing custom learning plans Favorites New Block Title New Block Title History New Block Title What's my site ID? New...
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Getting started with the Mindbody Learning Center
Getting started with the Learning Center...knowledge checks New Block Title Becoming certified Creating your account New Block Title Managing custom learning plans Favorites New Block Title New Block Title History New Block Title What's my site ID? New...
