How do I create a company profile in my site?

Was this article helpful?
2 out of 2 found this helpful
Follow

SUMMARY

You may need to establish a company in your MINDBODY system for a number of reasons, including setting up third-party payers, insurance billing, etc. 


CONDITIONS

  • Owner or staff with administrative permissions to make changes to your site.
  • Sales Team Managment needs to be enabled in your site.
  • Available in all software levels.

ANSWER

Step 1: Enable your site to allow you to set up company profiles

  1. Go to your Home tab.
  2. Select Manager Tools from the submenu.
  3. Click on Settings drop down button at the top right.
  4. Choose General Setup & Options under the General Settings section.
  5. Expand the System Settings section.
  6. Scroll down to Sales Team Management, and check the box to enable it.
  7. Click Update to save the change.

Step 2: Add a company to your software as if you were adding a new client

  1. Click in the Search for or jump to a new client field.
  2. Select Add new client
  3. At the bottom of the form, click Advanced Add New Client Form.
  4. Click the Company check box. You'll notice the available fields will change. 
  5. Fill out the company's legal name and name under which they do business (their DBA).
  6. Fill out any other information you want to add to the company profile, just as you would for any client.
  7. Click the Add New Client button at the bottom.

 

What if I have already created the profile?

If you have already added a company profile to your system, but have not checked the Company box to officially designate them as a company: 

  1. Look up the company, like you would any client.
  2. Expand the Edit name section of their profile.
  3. Check the Company box, and the page will reload. The "First name" field will change to "Legal name," and the "Last name" field will change to "DBA."
  4. Make any changes you want to the profile.
  5. Click Save

ADDITIONAL RESOURCES:

Request a Product Feature

 










0 Comments
Powered by Zendesk