All Activities
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Smart Lists
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
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Marketing Suite Reports
In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report.
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Getting started with the Booker Learning Center
Welcome to the Booker Learning Center! Here, you can learn the ropes of navigating and using the Learning Center as you progress toward becoming an expert on your Booker site.
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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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Manager / Owner Collection
A comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site.
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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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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Visits remaining & Last visit reports
In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client...
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Instructor / Practitioner Collection
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
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Marketing Suite resources & FAQs
This lesson offers resources and frequently asked questions for additional learning opportunities.
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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Creating your course schedule
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
