All Activities
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Marketing Suite Dashboard overview
In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent.
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Text messaging vs email
Part of planning your business' marketing communications is deciding whether you want to send the communication in an email or a text message. Neither option is unreservedly better than the other, as both options have various strengths and weaknesses. Therefore,...
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Front Desk Staff Collection - Booker
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
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Class and course pay rates
In this lesson, we review the pay rates available to set up for staff scheduled for classes and courses. We also highlight the default pay rate setting to automate the scheduling process for classes and courses.
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We miss you!
Bring in clients who's visits have grown static with the 'We miss you' automation from the Marketing Suite.
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Selling gift cards
This lesson covers selling, redeeming, and checking gift card balances using Point of Sale.
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Looking up and adding new clients
This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods.
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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