All Activities
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Intro to staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Opting clients into marketing
In this lesson, you'll learn different ways for clients to opt in to marketing from your business.
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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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Text messaging vs email
Part of planning your business' marketing communications is deciding whether you want to send the communication in an email or a text message. Neither option is unreservedly better than the other, as both options have various strengths and weaknesses. Therefore,...
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Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
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We miss you!
Bring in clients who's visits have grown static with the 'We miss you' automation from the Marketing Suite.
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Selling gift cards
This lesson covers selling, redeeming, and checking gift card balances using Point of Sale.
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Looking up and adding new clients
This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods.
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Members report
The Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business.
