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 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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Introduction to Mindbody
Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.
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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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Client info screen
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
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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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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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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
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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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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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Visits remaining & Last visit reports
In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client...
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Creating your class schedule
If you've decided to use classes in your software, this video will show you how to get started. We'll look at how to establish new service categories, create classes, and get them on your schedule.
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Attendance with revenue report
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business.
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Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
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Contact logs
Contact Logs track and manage communication with your clients. Learn how to use the Contact Logs tool and the various ways it can help you manage your client's experience with your business.
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Introduction to the Learning Center
In this quick course, we'll walk through how to navigate the Learning Center and become Mindbody Certified.
