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
.
Topics
Home
Plan
Search
Topics
All Topics
Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
All Topics
Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Mindbody - Add-Ons & Tools
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
Booker
All Activities
Log In
Customer Management
Customer Profile Document Storage Tab
Customer Profile Document Storage Tab
Duration
2m
Rating
1 star
2 stars
3 stars
4 stars
5 stars
Average rating: 0
0
No reviews
Favorites
Favorites
Customer Management
Intro to Customer Management
Manage Customers
Adding New Customers
Looking Up Customers
Merge Duplicate Customer Profiles
The Customer Profile
Customer Profile Summary Tab
Customer Profile Details Tab
Customer Profile Notes Tab
Customer Profile Appointments Tab
Customer Profile Orders Tab
Customer Profile Billing Tab
Customer Profile Membership Plans Tab
Customer Profile Photos Tab
Customer Profile Document Storage Tab
Hide Outline
Previous Activity
Customer Profile Photos Tab
Return to Path
Customer Management
All Topics
Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
All Topics
Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Mindbody - Add-Ons & Tools
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
Booker
All Activities
Review