All Activities
-
-
Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
-
The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
-
-
Client Documents screen
This lesson covers how to create and manage client forms and navigate the Documents screen.
-
Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
-
-
-
-
-
-
-
-
Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
-
-
-
Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
-
Analytics 2.0
Learn how to use our enhanced reporting platform with centralized data to quickly assess your business performance. Explore detailed analytics by identifying impactful revenue trends, viewing client visit metrics, checking current membership count, and more.
-
-
Commission pay rates
Sales commission may be offered as part of your staff's benefits package, or can be used when running a sales promotion where you'd like to encourage staff to increase sales by offering sales commission for a particular time period. We'll...
-
Manager / Owner Collection
A comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site.
-
-
Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
-
