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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

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Customer Management
Merge Duplicate Customer Profiles

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)

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Looking Up Customers

Merge Duplicate Customer Profiles

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Customer Management (Knowledge Check)

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