All Activities

Customizing your bot (SmartDesk)

Messages (SmartDesk)

My Team (SmartDesk)

Initial setup for Lead Management

• Duration 6m
• Rating 5.0

Using the Sales Funnel Analytics report

• Duration 7m
• Rating 5.0

Getting started with Lead Management

• Duration 7m
• Rating 4.5

Managing your Sales Pipeline

Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.

• Duration 8m
• Rating 5.0

Set up sign-up units

• Duration 12m

Creating journeys: Automatically- triggered messages

• Duration 8m

Attentive overview

• Duration 10m

Analytics 2.0 Overview

• Duration 10m

Getting started with the Mindbody Learning Center

• Duration 5m
• Rating 5.0

Self-Assessment Checklist - Content Designers

Appointments: Late and early cancelling

Appointments: Booking, rescheduling, and checking out

Introduction to Appointments: Daily use

Appointments: Requests and waitlists

Getting started with the Learning Center (copy)

Welcome to the Mindbody Learning Center! Here, you can learn the ropes of navigating and using the Learning Center as you progress toward becoming an expert on your Mindbody site.

• Path

Learning Center Help

• Rating 3.8

Redeem a Gift Card or Gift Certificate

• Duration 4m

Intro to Your New Point of Sale

• Duration 2m

Refund to a New Gift Card or Store Credit

• Duration 2m

How Do I Override a Price?

• Duration 2m

Sell a Series

• Duration 3m