The Level 1 certification is suitable for all learners, from brand new users looking to learn the platform to skilled users looking to become certified. This level is geared towards learning the basic day-to-day use of appointment booking, retail, and customer...
Messenger[ai] is an automated assistant that harnesses the power of artificial intelligence to help cover your front desk 24/7. Learn how to support your front desk staff with automated responses, booking via SMS, and more.
Revenue-based reports are the best tool for monitoring the performance of your business. Learn how to get big-picture overviews of your business’ revenue, as well as how to dig down into the specifics.
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.
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
After establishing your classes and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.
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.
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you...
Learn how the Client Profile screen can be used to view a client's most important information.
This lesson will teach you how to create and sell gift cards in your software.
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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.
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
