All Activities
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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
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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.
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Commission pay rates
Sales commission may be offered as part of your staff's benefits package, or can be used when running a sales promotion where you'd like to encourage staff to increase sales by offering sales commission for a particular time period. We'll...
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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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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Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
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Contact logs
Contact Logs track and manage communication with your clients. Learn how to use the Contact Logs tool and the various ways it can help you manage your client's experience with your business.
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Client schedule screen
The Client Schedule screen shows your client's upcoming visits, including classes, appointments, and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services.
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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
