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Mindbody Learning Center

All Activities

773 results returned
  • Appointment certification exam: The new Mindbody experience

    This final exam tests your understanding of all topics presented throughout the staff courses. You have 90 minutes to answer 28 multiple-choice questions. The passing score to receive the certificate of completion is 80%.

    • Duration 1.3h
    • Rating 3.3
    • Credential
  • Upgrading to the new Mindbody Experience

    Meet the new Mindbody. Our improved software experience will be more actionable for you and your team. You'll get deeper insights into your business, additional ways to grow your brand, and stronger relationships with your clients.

    • Path
    • Rating 5.0
  • Setting your prices

    Pricing is a core pillar in your business' structure. Learn about the different types of pricing Mindbody supports and how to set them up in your Mindbody site -- from single-use pricing options, to ongoing memberships, to auto-renewing contracts.

    • Path
    • Duration 1.5h
  • Messenger[ai]

    Messenger[ai] is an automated assistant that harnesses the power of artificial intelligence to help cover your front desk 24/7. Learn how to support your front desk staff with automated responses, booking via SMS, and more.

    • Path
  • Redeeming promotion codes

    This lesson shows how promo codes are redeemed on the Retail screen, and goes over some of the limitations you need to know.

    • Video
    • Duration 3m
    • Rating 4.0
  • 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.

    • Path
    • Duration 28m
  • 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.

    • Path
    • Duration 1.7h
  • Level 2: Managing your software

    This course builds on from level one and covers site setup as well as advanced daily use, making it perfect for managers, owners, and consultants.

    • Collection
    • Rating 4.0
  • Additional scheduling features

    Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.

    • Path
    • Duration 13m
    • Rating 5.0
  • Client purchases screen

    In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.

    • Duration 12m
    • Rating 4.7
  • Know your resources

    This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.

    • Duration 3m
    • Rating 4.5
  • Client documents screen

    This overview of the Client Documents feature shows how you can upload files to each client's account and store them for later use.

    • Duration 3m
    • Rating 4.5
  • Client schedule screen

    The Client Schedule screen shows your client's upcoming visits, including classes, appointments, and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services. 

    • Duration 3m
    • Rating 4.5
  • Selling contracts

    This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods. 

    • Duration 6m
    • Rating 5.0
  • Client relationships

    There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.

    • Duration 6m
    • Rating 4.7
  • Self check in for clients

    This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients. 

    • Duration 5m
    • Rating 5.0
  • 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.

    • Duration 8m
    • Rating 5.0