Managing the marketing lifecycle
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
All Activities
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Building loyalty with the Virtual Wellness Platform
In this article, we'll review five ways that the Virtual Wellness Platform can help your business attract and retain clients.
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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.
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Branded Mobile App
A custom mobile app is a powerful way to boost your client retention, engagement, and spending. Plus, with branded apps clients can book, schedule, and access your business directly from their phones.
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Client account details screen
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...
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Mailing lists report
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.
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Managing the marketing lifecycle
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
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Creating and using payment plans for courses
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...
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Pricing Options
This lesson explains the different types of pricing options available within the Mindbody software.
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Pricing Options: management and settings
This lesson some of the more advanced pricing options like notes, commissions, and more.
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Building loyalty with Mindbody's marketing suite
In this lesson, you'll learn how Mindbody's Marketing Suite can help build client loyalty and more.
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Client directory
Learn how the Advanced Client Lookup is really a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Intro to Marketing suite
In this lesson, you'll learn about Mindbody's Marketing Suite and how this powerful tool can help benefit your business.
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Sign-in sheet: Advanced
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.
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Sales by category report
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.
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Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
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Understanding and configuring class waitlist
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.
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Managing appointment service categories
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...
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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.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
