All Activities
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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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Managing client documents & waivers
This lesson covers how to create and manage client forms and navigate the Documents screen.
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Integrative Health
Bring every side of your integrative health business together in Mindbody. Learn to coordinate practitioners and services, nurture client relationships, manage sales and billing, and use reporting to make informed decisions.
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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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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.
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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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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
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Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
