Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
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.
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.
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes.
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.
Your Appointments screen is where your business can manage bookings and staff schedules. In this lesson, you'll learn how to customize the look and feel of your appointment schedule and the various ways to edit staff availability.
This lesson covers some common issues you may encounter when managing your appointment schedule.
In this lesson, we'll review how to edit your discount settings and business information. You'll be looking at screens from the Marketing Suite Business Dashboard.
In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard.
How to use the staff screen tools for filtering and searching.
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.