All Activities
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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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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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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
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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 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.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Static Lists
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.
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Discount Settings & Business information
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.
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Marketing Suite resources & FAQs
This lesson offers resources and frequently asked questions for additional learning opportunities.
