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Mindbody & Booker Learning Center

Client management
Client profile features and options (Knowledge Check)

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)

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Merging duplicate client profiles

Client profile features and options (Knowledge Check)

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Account Details Pt. 1 - Managing Pricing Options

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