Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
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...
The client profile tracks everything that a client does at your business, from their very first visit to their most recent purchase. These lessons will give you a fuller understanding of the client experience by taking an up-close look at...
Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
This lesson will teach you how to create and sell gift cards in your software.
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.
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
Learn how the Client Profile screen can be used to view a client's most important information.
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.
This step-by-step walkthrough will show you how to set up new appointment types in your software and make them available for booking on the staff schedule.
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...
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific group of clients.
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.
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.
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.