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Mindbody
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  • Understanding Client Check In

    In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.  

    • Duration 6m
    • Rating 5.0

  • Commission report

    The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.

    • Duration 5m
    • Rating 3.7

  • Reporting: Overview

    This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.

    • Duration 6m
    • Rating 4.0

  • 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...

    • Duration 21m
    • Rating 4.7

  • Appointments: Daily use

    This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.

    • Rating 4.5

  • Reconciling unpaid visits

    Review the different ways you can reconcile your clients’ unpaid visits. This includes collecting owed funds directly from the client, as well as diagnosing issues that may be causing unpaid visits in error.

    • Duration 17m

  • Classes: Advanced setup features

    This video will cover some of the advances features available to you, such as how to fill out your class listing with important notes or to restrict access so that only certain members can sign up.

    • Duration 8m

  • 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. 

    • Duration 17m

  • 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...

    • 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. 

      • Duration 12m

    • Managing the marketing lifecycle

      Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.

      • Path
      • Duration 1.6h

    • 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. 

      • Duration 3m
      • Rating 4.5

    • Text messaging vs email

      Part of planning your business' marketing communications is deciding whether you want to send the communication in an email or a text message. Neither option is unreservedly better than the other, as both options have various strengths and weaknesses. Therefore,...

      • Duration 3m

    • Setting up Progress Tracking

      By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...

      • Duration 5m

    • Class-based auto emails

      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....

      • Duration 8m