Appointment options
In this lesson, we'll explore settings you can use to tailor your Mindbody schedule to work for your business. There are many options available to customize the way your schedule both functions and looks.
All Activities
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Contact logs
Contact Logs track and manage communication with your clients. Learn how to use the Contact Logs tool and the various ways it can help you manage your client's experience with your business.
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Customizing your business information
This lesson reviews how to prepare your business for using the Marketing Suite. It focuses on the Business Profile and Business Listing screens.
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Appointments: Daily use
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.
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Reporting on new client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
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Creating and scheduling advanced courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
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Progress Tracking
The Progress Tracking feature allows you to easily track and manage your client's skills, ranks, and overall progress metrics. Whether you're tracking progress towards a competition, teacher training, or children's program, this is the tool for you.
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Appointment pay rates
This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you...
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Using the calendar
The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.
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Introduction to the Learning Center
In this quick course, we'll walk through how to navigate the Learning Center and become Mindbody Certified.
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Looking up and adding new clients
This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods.
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Setting up Progress Tracking
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...
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