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Client management
Merging duplicate client profiles

Looking up and adding new clients
Client info screen
Client relationships
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Client documents screen
Contact logs
Merging duplicate client profiles

Client profile features and options (Knowledge Check)

Account Details Pt. 1 - Managing Pricing Options
Account Details Pt. 2 - Contracts & Autopays
Account Details Pt. 3 - Client account balances & rewards

The Client Account Details screen (Knowledge Check)

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Contact logs

Merging duplicate client profiles

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Average rating: 3.5 6 reviews

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Client profile features and options (Knowledge Check)

Add-Ons & Tools

Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Branded Web
Branded Mobile App
Virtual Wellness Platform
Marketing Suite

All Topics

Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
Booker Certifications

All Activities

Review