Understanding Client Check In
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
All Activities
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Managing appointment service categories
After establishing your appointments and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
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Static Lists
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific group of clients.
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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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Getting familiar with Mindbody
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
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Reporting: Overview
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.
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Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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Hourly pay rates & the Time Clock
This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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Attendance with revenue report
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business.
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