Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
All Activities
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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.
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Setting up your online store within Mindbody
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience.
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Purchase orders
Purchase orders can help you streamline your process for ordering products from suppliers. In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.
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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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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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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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Virtual Wellness Platform
Connect with clients around the globe in real time and show them the value of their memberships by streaming your fitness classes live. Upload custom video content to your Video on Demand library and charge for it with a paywall.
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