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.
All Activities
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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Class and course options
Now that you've set up your class-based services, it's time to customize the way your class schedule looks and functions to meet your business needs.
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Deleting and cancelling classes
This video covers how to cancel and remove classes from your schedule, either on a temporary or permanent basis.
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Autopay detail & expirations reports
In this lesson, we'll review the Autopay Detail report and examine how to check autopay expirations using the Autopay Expirations report.
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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Contact logs
Contact Logs track and manage communication with your clients. Learn how to use the Contact Logs tool and the various ways it can help you manage your client's experience with your business.
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Customizing your business information
This lesson reviews how to prepare your business for using the Marketing Suite. It focuses on the Business Profile and Business Listing screens.
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Creating your course schedule
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
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Introducing branded web
In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management.
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Appointments: Daily use
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.
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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
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Progress Tracking
The Progress Tracking feature allows you to easily track and manage your client's skills, ranks, and overall progress metrics. Whether you're tracking progress towards a competition, teacher training, or children's program, this is the tool for you.
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Client relationships
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.
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Looking up and adding new clients
This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods.
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