All Activities
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Marketing Suite Dashboard overview
In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent.
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Visits remaining & Last visit reports
In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client...
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Marketing Suite resources & FAQs
This lesson offers resources and frequently asked questions for additional learning opportunities.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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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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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
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Customizing your business information
This lesson reviews how to prepare your business for using the Marketing Suite. It focuses on the Business Profile and Business Listing screens.
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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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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
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Setting up your online store within Mindbody
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience.
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