All Activities
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Intro to building loyalty with Mindbody
In this lesson, you'll learn what it means to build loyalty with Mindbody and how this can benefit your business.
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Feedback & reviews
In this lesson, you'll learn how to use feedback and reviews to promote your business.
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Time clock report
The Time Clock report helps verify that a staff member's clock-ins, clock-outs, and time clock tasks are accurate before processing payroll.
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Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
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Class sign-in sheet: Overview
This lesson will walk you through the process of signing clients into class, and review the different options you'll encounter on the Class Sign-In screen.
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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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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.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
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Unpaid visits report
Learn how to use the Unpaid Visits report to identify the services your clients have received but have not yet paid for.
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Attracting new clients
In this lesson, you'll learn about key principles for making conversions and how the Mindbody software can help attract new clients.
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Cancellations report
Using the Cancellations report, you can view all the cancellations in your site, or look at and reverse the cancellations of a single client.
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Classes tab: Advanced
This video goes further in-depth on the Classes tab, showing you how to substitute a teacher and understand the weekly class stats you'll find at the bottom of the Classes screen.
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Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
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Inventory tickets
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
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Class and enrollment pay rates
This video focuses on the Class/Hourly/Commission Pay Rates screen accessible through the staff profile. This screen is used primarily for employees who lead classes or enrollments at your business.
