Skip to main content

All Activities

413 results returned
  • 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.

    • Path
    • Duration 26m
  • Managing courses

    Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.

    • Path
    • Duration 1.2h
    • Rating 5.0
  • Marketing Suite Tools

    The Marketing Suite is an advanced set of client engagement tools dedicated marketing your business. Automate your customer outreach so you can focus on the in-person interactions that matter most.

    • Path
    • Duration 1.7h
    • Rating 5.0
  • Introduction to Mindbody

    Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.

    • Path
    • Duration 34m
    • Rating 5.0
  • 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. 

    • Duration 4m
    • Rating 4.7
  • Client info screen

    The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.

    • Duration 8m
    • Rating 4.0
  • Managing staff profiles

    In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.

    • Duration 12m
  • 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. 

    • Duration 3m
  • Mindbody Payments

    Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.

    • Path
    • Duration 57m
    • Rating 3.5
  • Adding new staff members

    In this lesson we will cover where you can add a new staff member in your site and edit their personal information.

    • Duration 4m
  • 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.

    • Duration 7m
  • Visits remaining & Last visit reports

    In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client...

    • Duration 7m
  • Creating your class schedule

    If you've decided to use classes in your software, this video will show you how to get started. We'll look at how to establish new service categories, create classes, and get them on your schedule.

    • Duration 15m
    • Rating 5.0
  • Attendance with revenue report

    In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business. 

    • Duration 3m
  • 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. 

    • Duration 3m
    • Rating 4.6
  • Contact logs

    Contact Logs track and manage communication with your clients. Learn how to use the Contact Logs tool and the various ways it can help you manage your client's experience with your business.

    • Duration 7m
    • Rating 4.0