Learn how Pipelines in HealthdeskAI sync and organize your Mindbody data in real time. Understand every stage—from Leads and Intros to Members and Renewals—and see how to use the Pipeline as your team’s daily task list for follow-ups and conversions.

Learn how to add new teammates in HealthdeskAI by selecting your team, filling in user details, and managing notifications and permissions.

Learn how to use Lists as Tags in HealthdeskAI to organize, segment, and manage your leads directly from the Inbox. Perfect for creating dynamic contact groups for SMS and email blasts.

Follow this 4-week HealthdeskAI domain warm-up plan to build your sender reputation. Gradually increase send volume while keeping engagement high for maximum deliverability.

Learn how to find your AI Agent’s phone number and email address in Healthdesk. Discover how to use them for client interactions and where to list them for maximum visibility.

Learn why some leads may not appear in Healthdesk Pipelines. Troubleshoot common issues like pipeline stage settings, Mindbody prospect status, and profile creation date.

Need help with HealthdeskAI? Contact our support team by live chat (bottom right corner), text (949-989-5830), or email support@m.healthdesk.ai for fast assistance with CRM, AI Agents, and Mindbody integration.

Learn how to add or import contacts into an existing list in HealthdeskAI. Follow step-by-step instructions for importing spreadsheets, creating new contacts, and managing duplicates.

Learn how to create, import, and manage Contact Lists in HealthdeskAI. Follow step-by-step instructions to segment clients, sync with Mindbody, and send targeted Email or SMS Blasts.

Step-by-step guide on creating an SMS Blast in HealthdeskAI. Learn how to build, personalize, and send targeted text campaigns with scheduling, reporting, and auto-deduplication.