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  • 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
  • Creating your course schedule

    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.

    • Duration 10m
    • Rating 5.0
  • Daily closeout report

    In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.

    • Duration 6m
    • Rating 4.5
  • Paying for another client

    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.   

    • Duration 5m
    • Rating 5.0
  • 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.

    • Duration 15m
  • Appointments: Advanced daily use

    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. 

    • Duration 10m
  • 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.  

    • Duration 5m
  • Booking alerts & managing contacts

    In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard. 

    • Duration 5m
  • Lead Management

    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.

    • Path
  • Account balances report

    In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report. 

    • Duration 5m
  • Managing service categories

    After establishing your classes and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...

    • Duration 8m
  • Inventory tickets

    It’s time to take the next step into advanced inventory management with inventory tickets.  In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.

    • Duration 10m
  • 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