Client Documents screen
This lesson covers how to create and manage client forms and navigate the Documents screen.
All Activities
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Reporting on new client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
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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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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...
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Attendance with revenue report
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Manager / Owner Collection
A comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site.
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Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
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