Product settings
Learn how to tailor your product settings to best support your business.
All Activities
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Appointment options
In this lesson, we'll explore settings you can use to tailor your Mindbody schedule to work for your business. There are many options available to customize the way your schedule both functions and looks.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Creating Campaigns: One-time marketing emails
In this lesson, we'll cover the details of creating campaigns, including how to create offers using campaigns.
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Contact Lists overview
Contact Lists help you reach the right audience at the right time. In this lesson, we'll explain the different types of contact lists and how to interact with your Contact Lists screen.
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Creating and scheduling advance courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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Automations overview
In this lesson, we'll explore the Automations screen and learn more about how your automations work. Automations streamline your workflow using a sophisticated drip campaign tool to maintain client engagement throughout their journey.
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Pricing Options
This lesson explains the different types of pricing options available within the Mindbody software.
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Marketing Suite Reports
In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report.
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Managing products
Once you’ve built your inventory in the software, Mindbody has extensive tools to help you manage and maintain that inventory. In this video, we’ll discuss how to use the Advanced Product Search filters, understanding the product search results, and how...
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Using the Time Clock
Clocking in and out is a simple process that can be done from anywhere in the business mode of a Mindbody site.
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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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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
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Client visits screen
Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information.
