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.
All Activities
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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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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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.
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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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Self check in for clients
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients.
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Creating your course schedule
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
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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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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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Appointment options
In this lesson, we'll explore settings you can use to tailor your Mindbody schedule to work for your business. There are many options available to customize the way your schedule both functions and looks.
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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.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Using the calendar
The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.
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Discount Settings & Business information
In this lesson, we'll review how to edit your discount settings and business information. You'll be looking at screens from the Marketing Suite Business Dashboard.
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Booking alerts & managing contacts
In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
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Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Account balances report
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
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