All Activities
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Managing classes
Create a brand new class schedule, customize the class settings in your software, and use the sign-in screen on a daily basis.
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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Your Branded Mobile App - An Overview
This course will introduce you to the process of launching your mobile app.
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Client visits screen
Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information.
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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System Lists
In this lesson, we'll review System Lists and explain each list in detail. System lists offer insights into the number of clients who have opted to receive communications from your business.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Managing Family Accounts
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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Saved tickets
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
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Paying for another client
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes.
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Reviewing & editing time clock entries
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.
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Setting up a Marketing Plan
The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.
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Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
