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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Managing classes
Create a brand new class schedule, customize the class settings in your software, and use the sign-in screen on a daily basis.
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Point of sale
The Point of Sale screen is where you'll conduct most sales in your Mindbody software. This path demonstrate how to complete a wide variety of transactions.
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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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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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Contact Lists overview
Contact Lists help you reach the right audience at the right time. In this lesson, we'll explain the different types of contact lists and how to interact with your Contact Lists screen.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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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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Point of Sale (v2)
Booker's point of sale comes in the form of the Orders panel -- a flexible tool that's accessible from virtually anywhere in your Booker site. This path will demonstrate how to conduct a variety of transactions and manage completed orders.
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Branded Mobile App
This learning path will walk you through setting up and managing your branded mobile app, from establishing your company as an Apple developer, to solidifying your app's visual design.
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Manager / Owner Collection
A comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site.
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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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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
