All Activities
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Managing courses
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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Reporting on clients
Learn how to use Mindbody's reporting tools to identify trends in client behavior, demographics, and more. In the world of customer service, knowing your clients is half the battle!
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Reporting on revenue
Revenue-based reports are the best tool for monitoring the performance of your business. Learn how to get big-picture overviews of your business’ revenue, as well as how to dig down into the specifics.
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Additional scheduling features
Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.
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Level 2: Managing your software
This course builds on from level one and covers site setup as well as advanced daily use, making it perfect for managers, owners, and consultants.
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Marketing Suite Tools
The Marketing Suite is an advanced set of client engagement tools dedicated marketing your business. Automate your customer outreach so you can focus on the in-person interactions that matter most.
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Reporting
Mindbody includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this path, we'll look at the ones you're most likely need as a member of the staff.
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Redeeming promotion codes
This lesson shows how promo codes are redeemed on the Retail screen, and goes over some of the limitations you need to know.
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Messenger[ai]
Messenger[ai] is an automated assistant that harnesses the power of artificial intelligence to help cover your front desk 24/7. Learn how to support your front desk staff with automated responses, booking via SMS, and more.
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Setting your prices
Pricing is a core pillar in your business' structure. Learn about the different types of pricing Mindbody supports and how to set them up in your Mindbody site -- from single-use pricing options, to ongoing memberships, to auto-renewing contracts.
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Holiday Guide
Follow the step-by-step process of "surviving" the holiday season and the start of the new year with this handy guide. Brainstorm and plan your marketing campaigns by learning which reports to run and viewing our in-depth MINDBODY Education business blog content. Then,...
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Level 2: Managing your appointment software
Appointment-based ONLY. This course builds on from level one and covers site setup as well as advanced daily use, making it perfect for managers, owners, and consultants.
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Best Practices - Retail Management
Use this learning path to do a deep-dive into the retail functionality of the MINDBODY software and the settings/reports to manage products. Learn how the strategic implementation of retail products and merchandising can increase the revenue at your...
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Group X Management
The FitMetrix Group X Management feature is used to enhance the notification experience and the instructor substitution process.
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Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
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Filming pre-recorded workout videos
Learn tips to make you feel at home in front and behind the camera throughout the process of making pre-recorded videos.