Learning objective:
Some of your customers may have purchased a multi-session class pass online through Groupon. When they do this follow these steps to create the customer in MINDBODY and assign the pricing option.
Step 1: Create New Student
The first step in the process is to create the customer as a brand new customer in MINDBODY
- Click inside the box labeled Search for or jump to a client in the upper left corner of any MINDBODY page.
- Click + Add new client
- Add all applicable profile information
- Click Create
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Step 2: Sell Groupon Pricing Option
- Go to the Retail tab
- Search for and select the customer
- Select the Services ribbon on the Add Item section of the page
- In the Select Service drop-down menu choose First Class
- In the Item Name drop-down menu choose the appropriate option. (ie. 'G10 - Groupon)
- Click Add Item
- Select Payment Method: Comp/Guest
- Click Save No Receipt
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Step 3: Assign Client Type
- Search for and select the customer from the upper left corner or the Clients page
- Go to the customer's Profile page
- Click the Client Types drop down
- Click Assign
- Click the checkbox next to the option 'ILKB Registration'
- Click Update Client Types
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This customer may now begin attending iLKB Class. Sign them up for their first session.