All Activities
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Automations overview
In this lesson, we'll explore the Automations screen and learn more about how your automations work. Automations streamline your workflow using a sophisticated drip campaign tool to maintain client engagement throughout their journey.
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Adding new appointment types & advanced setup
This step-by-step walkthrough will show you how to set up new appointment types in your software and make them available for booking on the staff schedule.
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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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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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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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Marketing Suite Reports
In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report.
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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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