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Mindbody Learning Center

iLKB - Managers Training
Client profile

Getting Started with MINDBODY
How to reach out for Support
Create bookmarks and shortcuts
Entering your business information
Staff profiles: Creating logins, updating info, and enabling settings
Editing MINDBODY Auto-Emails
Links: Creating links to your site
Sending chargeback or retrieval documents in the TransLink portal (TSYS)
iLKB - Contract Agreements

Adding and Editing Staff
Staff clocking in and out
Payroll Report

Add and look up clients
Client Profile : Overview
Client profile
Client Schedule Screen Overview
Who Purchased a Web Trial Today
Merge Duplicate Clients tool
Contact Logs
Contact Log follow-ups
Suspend a Membership Contract
Client Visits screen - overview
Purchase history & account details
Failed autopay alerts on the Dashboard
Suspending, terminating, and deleting contracts overview
Client Prerequisites for Classes
Opting in New Clients/Old Clients to Text Messages

Scheduling Classes
Member vs Non-Member in Class Roster
Ending, cancelling, deleting, or hiding classes
Quick Teacher Substitution
Scheduling a closed business day
Late Class Cancellation Charge
How To Schedule A Clients First Class
Virtual Membership: Signing Clients Up for a Live Stream Class
Virtual Membership: Setting Up Pricing Option Relationships
Virtual Membership: Adding Virtual Classes to a Tab

Retail Point of Sale Overview
Updating Product Inventory
Selling Membership
Selling Membership using Cash
Upgrade/Downgrade Membership
Payment Plans for Paid in Full (PIF) Memberships
Making a payment towards Delinquent Payment
Selling Groupons
Add Last Free Month
Returns, Refunds, and Voids
Selling Last Month Pricing Option
How to Enable Online Store Purchase Notifications
In-House and Online Gift Card Setup

Chargebacks FAQ
Chargeback Prevention and Preparedness
Common Chargeback Reason Codes and Helpful Tips (TSYS)
Chargeback Arbitration FAQ (TSYS)

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Client Profile : Overview

Client profile

Published: Jan 28, 2019
Duration 9m
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