Skip to main content

This site uses cookies to provide you with a greater user experience. By using Exceed LMS, you accept our use of cookies.

Home

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

Client management
Contact logs

Looking up and adding new clients
Client info screen
Client relationships
Client schedule screen
Client visits screen
Client purchases screen
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 - GIFT/Debit Accounts & Client Rewards

The Client Account Details screen (Knowledge Check)

Previous Activity

Client documents screen

Contact logs

Duration 7m
Rating 1 star 2 stars 3 stars 4 stars 5 stars

Average rating: 4.0 1 review

Next Activity

Merging duplicate client profiles

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