Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
All Activities
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Client info screen
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
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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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Creating your Mindbody app listing
In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully.
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Managing your Sales Pipeline
Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Client directory
Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Pricing Options: management and settings
This lesson some of the more advanced pricing options like notes, commissions, and more.
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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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