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Mindbody - Add-Ons & Tools
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Level 1: Running Your Booker Software
Customer Management
Manage Customers
Manage Customers
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2m
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Customer Management
Optional
Intro to Customer Management
Manage Customers
Adding New Customers
Looking Up Customers
Merge Duplicate Customer Profiles
Knowledge Check (Pt. 1)
Customer Management (Knowledge Check)
The Customer Profile
Optional
Customer Profile Summary Tab
Customer Profile Details Tab
Customer Profile Notes Tab
Customer Profile Appointments Tab
Customer Profile Orders Tab
Customer Profile Billing Tab
Customer Profile Memberships Tab
Customer Profile Photos Tab
Customer Profile Document Storage Tab
Knowledge Check (Pt. 2)
Customer Management - The Customer Profile (Knowledge Check)
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Intro to Customer Management
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Adding New Customers
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
