All Activities
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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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Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
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Booking alerts & managing contacts
In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard.
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Setting up a Marketing Plan
The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.
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Point of sale: Overview
This lesson covers how to complete a transaction using Point of Sale.
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Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
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Intro offers: The foundation of your pricing structure
In this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure.
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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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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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