Additional scheduling features
Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.
All Activities
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Managing classes
Create a brand new class schedule, customize the class settings in your software, and use the sign-in screen on a daily basis.
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Appointments: Daily use
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
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Reporting on clients
Learn how to use Mindbody's reporting tools to identify trends in client behavior, demographics, and more. In the world of customer service, knowing your clients is half the battle!
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Managing courses
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
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Client visits screen
Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information.
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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System Lists
In this lesson, we'll review System Lists and explain each list in detail. System lists offer insights into the number of clients who have opted to receive communications from your business.
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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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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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