iLKB - Managers Training
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Getting Started with MINDBODY
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How to reach out for Support
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Create bookmarks and shortcuts
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Entering your business information
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Staff profiles: Creating logins, updating info, and enabling settings
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Editing MINDBODY Auto-Emails
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Links: Creating links to your site
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Sending chargeback or retrieval documents in the TransLink portal (TSYS)
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iLKB - Contract Agreements
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Add and look up clients
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Client Profile : Overview
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Client profile
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Client Schedule Screen Overview
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Who Purchased a Web Trial Today
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Merge Duplicate Clients tool
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Contact Logs
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Contact Log follow-ups
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Suspend a Membership Contract
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Client Visits screen - overview
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Purchase history & account details
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Failed autopay alerts on the Dashboard
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Suspending, terminating, and deleting contracts overview
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Client Prerequisites for Classes
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Opting in New Clients/Old Clients to Text Messages
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Scheduling Classes
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Member vs Non-Member in Class Roster
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Ending, cancelling, deleting, or hiding classes
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Quick Teacher Substitution
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Scheduling a closed business day
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Late Class Cancellation Charge
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How To Schedule A Clients First Class
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Virtual Membership: Signing Clients Up for a Live Stream Class
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Virtual Membership: Setting Up Pricing Option Relationships
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Virtual Membership: Adding Virtual Classes to a Tab
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Retail Point of Sale Overview
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Updating Product Inventory
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Selling Membership
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Selling Membership using Cash
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Upgrade/Downgrade Membership
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Payment Plans for Paid in Full (PIF) Memberships
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Making a payment towards Delinquent Payment
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Selling Groupons
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Add Last Free Month
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Returns, Refunds, and Voids
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Selling Last Month Pricing Option
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How to Enable Online Store Purchase Notifications
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In-House and Online Gift Card Setup