All Activities
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Mailing Lists report
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales, and more! In this lesson, you'll learn how to use the Mailing Lists report to discover your client's contact information, including email, mail, and sales. ...
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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.
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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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Class and course pay rates
In this lesson, we review the pay rates available to set up for staff scheduled for classes and courses. We also highlight the default pay rate setting to automate the scheduling process for classes and courses.
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Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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Creating your Mindbody app listing
In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully.
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Attendance with revenue report
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Account balances report
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
