The Account Details screen contains a wealth of knowledge about a client's journey with a business. This lesson is a deep dive into the pieces of information you'll find on this screen, as well as how to trouble shoot some...
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales and more! Learn how to use this report to engage with your clients and drive traffic into your business.
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
Learn how to review the standing of your clients’ house accounts, as well as how to use Mindbody to collect unpaid funds from clients with negative account balances.
This lesson explains the different types of pricing options available within the Mindbody software.
This lesson some of the more advanced pricing options like notes, commissions, and more.
In this lesson, you'll learn how Mindbody's Marketing Suite can help build client loyalty and more.
Use the Autopay Detail report to view, run, and delete your clients’ scheduled autopays.
Learn how the Advanced Client Lookup is really a robust reporting tool that can complement many of your other reports in the Mindbody software.
In this lesson, you'll learn about Mindbody's Marketing Suite and how this powerful tool can help benefit your business.
This video expands on the Sign-in sheet overview article to cover some advanced topics, such as how to change client payment types and utilize the client tagging feature.
The Sales by Category report is the best starting point for getting a big-picture view of your business’ revenue. In this video, we’ll discuss how to use this powerful report, and how to apply its results to your business.
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
Although you're likely familiar with the concept of waitlists, there are a number of option in Mindbody that affect how they function. This video explains waitlist settings and answers some common questions your clients may have about waitlist policies.
After establishing your appointments 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...
This lesson will go over the Courses service type in Mindbody. You'll learn what courses are, how they're different from the other service types in Mindbody, and why you might want to use them in your software.
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.
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...
Auto emails allow you to notify clients of important details concerning their visits and purchases with your business. Each auto email is triggered by a different action in the software and is generated at a time unique to that email....
In this article, we'll review five ways that the Virtual Wellness Platform can help your business attract and retain clients.
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
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.
