Reporting
Mindbody includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this path, we'll look at the ones you're most likely need as a member of the staff.
All Activities
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Classes and courses: Daily use
Book clients for single- and multi-day courses, manage your roster, and sign in clients.
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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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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Marketing Suite Reports
In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report.
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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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Saved tickets
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
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Members report
The Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business.
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Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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