Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
All Activities
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Client visits screen
Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information.
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Client info screen
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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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.
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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
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Account balances report
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
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Managing service categories
After establishing your classes and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
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Inventory tickets
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
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Know your resources
This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.
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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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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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Smart Lists
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
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