Running the Appointments Calendar
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
All Activities
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Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
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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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Additional scheduling features
Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.
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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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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.
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Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
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Appointments: Advanced daily use
Your Appointments screen is where your business can manage bookings and staff schedules. In this lesson, you'll learn how to customize the look and feel of your appointment schedule and the various ways to edit staff availability.
