Retail Tab - Processing a Sale in Greensky & MB
Old Videos -
How to Process a 'Regular' Sale in MB
How to Process Groupon Sale
How to Process a Check in Mindbody
How to Setup Autopay in MB (2012 version)
- How to Process a 'Regular' Sale - eg LHR-Full Legs
- How to Process a Authorized Discount Sale - eg Grandfathering
- How to Process Referral Sale
- How to Process Groupon Sale - sell at 100% discount and MUST have 'Redeemed' photo
- How to Process In-House Groupon Sale
- How to Process 'Pay for Another Client' Sale
- How to Process 'Pay off Balance ' Acct Balance / FAP etc eg FAP or larger payment towards acct balance
- How to Setup Autopay in MB
- How to Process a Check in Mindbody
Old Videos -
How to Process a 'Regular' Sale in MB
How to Process Groupon Sale
How to Process a Check in Mindbody
How to Setup Autopay in MB (2012 version)
IMPORTANT
• Every time you make a sale, always check the ‘Sales by Rep’ Report to make sure you get credit for it
• Create sales ticket
Purchase Tab
Account Detail Tab
Documents Tab
Contact Log Tab
Create Contact log with follow up sequence – see document library
• Every time you make a sale, always check the ‘Sales by Rep’ Report to make sure you get credit for it
• Create sales ticket
Purchase Tab
Account Detail Tab
Documents Tab
Contact Log Tab
Create Contact log with follow up sequence – see document library