Skip to main content

This site uses cookies to provide you with a greater user experience. By using Exceed LMS, you accept our use of cookies.

Home
Events

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
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments

All Activities

Customer Management
Manage Customers

Intro to Customer Management
Manage Customers
Adding New Customers
Looking Up Customers
Merge Duplicate Customer Profiles

Customer Management (Knowledge Check)

Customer Profile Summary Tab
Customer Profile Details Tab
Customer Profile Notes Tab
Customer Profile Appointments Tab
Customer Profile Orders Tab
Customer Profile Billing Tab
Customer Profile Membership Plans Tab
Customer Profile Photos Tab
Customer Profile Document Storage Tab

Customer Management - The Customer Profile (Knowledge Check)

Previous Activity

Intro to Customer Management

Manage Customers

Duration 2m
Rating 1 star 2 stars 3 stars 4 stars 5 stars

Average rating: 0 No reviews

Next Activity

Adding New Customers

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
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments

All Activities

Review