Skip to main content
This site uses cookies to provide you with a greater user experience. By using Exceed LMS, you accept our
use of cookies
.
Topics
Home
Browse
My Learning
Get Certified
Booker
Help
Create Account
Home
Browse
My Learning
Get Certified
Booker
Help
Create Account
Search
Topics
All Topics
Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
Datashare setup
All Topics
Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Mindbody - Add-Ons & Tools
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
All Activities
Log In
Front Desk Staff Collection
Client management
Looking up and adding new clients
Looking up and adding new clients
Duration
12m
Rating
1 star
2 stars
3 stars
4 stars
5 stars
Average rating: 5.0
4
4 reviews
Client profile features and options
Optional
Looking up and adding new clients
Client info screen
Client relationships
Client schedule screen
Client visits screen
Client purchases screen
Client Documents screen
Contact logs
Merging duplicate client profiles
Knowledge Check (Pt. 1)
Client profile features and options (Knowledge Check)
The Client Account Details screen
Optional
Account Details Pt. 1 - Managing Pricing Options
Account Details Pt. 2 - Contracts & Autopays
Account Details Pt. 3 - Client account balances & rewards
Knowledge Check (Pt. 2)
The Client Account Details screen (Knowledge Check)
Hide Outline
Return to Path
Client management
Next Activity
Client info screen
All Topics
Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
Datashare setup
All Topics
Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Mindbody - Add-Ons & Tools
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
All Activities
Review
