Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
All Activities
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Managing Family Accounts
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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Point of Sale (v2)
Booker's point of sale comes in the form of the Orders panel -- a flexible tool that's accessible from virtually anywhere in your Booker site. This path will demonstrate how to conduct a variety of transactions and manage completed orders.
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Branded Mobile App
This learning path will walk you through setting up and managing your branded mobile app, from establishing your company as an Apple developer, to solidifying your app's visual design.
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AI Concierge
SmartDesk is an AI-powered chatbot that works 24/7 to answer questions and catch missed calls, saving prospects and driving revenue into your store.
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Manager / Owner Collection
A comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site.
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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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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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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.
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Using the Time Clock
Clocking in and out is a simple process that can be done from anywhere in the business mode of a Mindbody site.
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