Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
All Activities
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Front Desk Staff Collection - Booker
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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Self check in for clients
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients.
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Developing a sales pipeline
Looking to increase sales and improve retention at your fitness business? An effective sales process is essential to turning prospects into loyal members. Your sales process should be defined, systematic, scalable, and trackable.
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Appointments: Daily use
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.
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Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
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Client Documents screen
This lesson covers how to create and manage client forms and navigate the Documents screen.
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