Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
All Activities
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Setting your prices
Pricing is a core pillar in your business' structure. Learn about the different types of pricing Mindbody supports and how to set them up in your Mindbody site -- from single-use pricing options, to ongoing memberships, to auto-renewing contracts.
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Booker Reports: Time Clock & Daily Closeout
The software includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this section, we'll look at the ones you're most likely need when running the front desk.
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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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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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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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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.
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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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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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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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