All Activities
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Holiday Guide
Follow the step-by-step process of "surviving" the holiday season and the start of the new year with this handy guide. Brainstorm and plan your marketing campaigns by learning which reports to run and viewing our in-depth MINDBODY Education business blog content. Then,...
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Reporting on revenue
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.
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Your Branded Mobile App - An Overview
This course will introduce you to the process of launching your mobile app.
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Creating and scheduling advanced courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Using prerequisites and registration notes
This lesson will cover the features located in the Additional options section of classes and courses, including prerequisites and registration notes.
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Smart Marketing tools
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.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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Setting up Progress Tracking
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...
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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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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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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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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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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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Setting up your online store within Mindbody
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience.
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Purchase orders
Purchase orders can help you streamline your process for ordering products from suppliers. In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.
