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.
All Activities
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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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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.
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Payroll report
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Instructor / Practitioner Collection
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
