The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
All Activities
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Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
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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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Client relationships
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.
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Managing your Sales Pipeline
Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Client directory
Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Opting clients into marketing
In this lesson, you'll learn different ways for clients to opt in to marketing from your business.
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Pricing Options
This lesson explains the different types of pricing options available within the Mindbody software.
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