Appointments: Daily use
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
All Activities
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Reporting on clients
Learn how to use Mindbody's reporting tools to identify trends in client behavior, demographics, and more. In the world of customer service, knowing your clients is half the battle!
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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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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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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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Introduction to the Learning Center
In this quick course, we'll walk through how to navigate the Learning Center and become Mindbody Certified.
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Editing class and course schedules
This video goes further in-depth on the Classes tab, showing you how to substitute a teacher and understand the weekly class stats you'll find at the bottom of the Classes screen.
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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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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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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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Creating Automations: Advanced drip campaigns
This lesson will focus on creating automations with or without templates.
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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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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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Saved tickets
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
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