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Mindbody - Add-Ons & Tools
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Lead Management
Messenger[ai]
Virtual Wellness Platform
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Client managementÂ
Client relationships
Client relationships
Duration
6m
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Average rating: 4.7
7
7 reviews
Client profile features and options
Optional
Looking up and adding new clients
Client info screen
Client relationships
Client schedule screen
Client visits screen
Client purchases screen
Client Documents screen
Contact logs
Merging duplicate client profiles
Knowledge Check (Pt. 1)
Client profile features and options (Knowledge Check)
The Client Account Details screen
Optional
Account Details Pt. 1 - Managing Pricing Options
Account Details Pt. 2 - Contracts & Autopays
Account Details Pt. 3 - Client account balances & rewards
Knowledge Check (Pt. 2)
The Client Account Details screen (Knowledge Check)
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Client info screen
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Client schedule screen
All Topics
Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
Datashare setup
All Topics
Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Mindbody - Add-Ons & Tools
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
All Activities
Review
