All Activities
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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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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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Memberships: creation & management
This lesson will explain what a member is within Mindbody and how to create and edit memberships.
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Creating contracts
This lesson explains how to set up a contract to fit your needs.
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Creating Campaigns: One-time marketing emails
In this lesson, we'll cover the details of creating campaigns, including how to create offers using campaigns.
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Product settings
Learn how to tailor your product settings to best support your business.
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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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Managing products
Once you’ve built your inventory in the software, Mindbody has extensive tools to help you manage and maintain that inventory. In this video, we’ll discuss how to use the Advanced Product Search filters, understanding the product search results, and how...
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Additional staff settings & options
In this lesson, we'll cover settings from the General Setup & Options screen that directly affect your staff.
