Merging duplicate client profiles : Mindbody & Booker Learning Center

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Mindbody - Add-Ons & Tools

Mindbody Payments
Family accounts
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Lead Management
Messenger[ai]
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- Client management
Merging duplicate client profiles
- Duration 7m
- Rating 1 star 2 stars 3 stars 4 stars 5 stars
  
  Average rating: 3.5 6 reviews

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 - Client account balances & rewards

The Client Account Details screen (Knowledge Check)

Previous Activity

Contact logs

Next Activity

Client profile features and options (Knowledge Check)

Mindbody - Add-Ons & Tools

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

All Topics

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

All Activities

Review