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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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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Creating contracts
This lesson explains how to set up a contract to fit your needs.
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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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Branded Mobile App
This learning path will walk you through setting up and managing your branded mobile app, from establishing your company as an Apple developer, to solidifying your app's visual design.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Managing Family Accounts
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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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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Paying for another client
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes.
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Reviewing & editing time clock entries
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.
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Setting up a Marketing Plan
The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.
