Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
All Activities
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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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Outstanding series report
In this lesson, you'll learn how to find unused pricing options and how this data can benefit your business.
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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.
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Sign-in sheet: Advanced
This video expands on the Sign-in sheet overview article to cover some advanced topics, such as how to change client payment types and utilize the client tagging feature.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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Getting familiar with Mindbody
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
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Using Family Accounts - Business experience
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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Payroll report
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
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Creating your class schedule
If you've decided to use classes in your software, this video will show you how to get started. We'll look at how to establish new service categories, create classes, and get them on your schedule.
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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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Hourly pay rates & the Time Clock
This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.
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Intro to Family Accounts
This intro video demonstrates how Family Accounts provide clients a simple solution for managing bookings and payments for every member of their family.
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Managing the marketing lifecycle
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
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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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Setting up your online store within Mindbody
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience.
