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Level 1: Running your appointment software
Client management
Looking up and adding new clients

Looking up and adding new clients
Client info screen
Client relationships
Client schedule screen
Client visits screen
Client purchases screen
Client account details screen
Client documents screen
Contact logs
Merging duplicate client profiles

Client profile

Return to Path

Client management

Looking up and adding new clients

Duration 12m
Rating 1 star 2 stars 3 stars 4 stars 5 stars

Average rating: 5.0 3 reviews

Next Activity

Client info screen

Staff Training & Certifications

New Mindbody Experience Certifications
Classic Mindbody Certifications

Customer Management

Attract New Customers
Manage Customers

Marketing Tools

Marketing Tools
Marketing Strategy

Apps, Add-Ons, & Tools

Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Mindbody Virtual Wellness Platform
Marketing Suite
Branded Web
Branded Mobile App
FitMetrix

All Topics

New & Trending
Software Setup
Retail & Product Management
Reporting & Analyzing
Booker Certifications

All Activities

Review