All Activities
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Autopay detail & expirations reports
In this lesson, we'll review the Autopay Detail report and examine how to check autopay expirations using the Autopay Expirations report.
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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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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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Introducing branded web
In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management.
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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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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