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.
All Activities
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Managing classes
Create a brand new class schedule, customize the class settings in your software, and use the sign-in screen on a daily basis.
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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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Point of sale
The Point of Sale screen is where you'll conduct most sales in your Mindbody software. This path demonstrate how to complete a wide variety of transactions.
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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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Running the class and course schedule
Book clients for single- and multi-day courses, manage your roster, and sign in clients.
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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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Staff management
Hire, train, and retain your staff with the right compensation structure, incentives, and responsibilities—and manage it all directly in the software.
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Introduction to Mindbody
Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.
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Client management
The client profile tracks everything that a client does at your business, from their very first visit to their most recent purchase. These lessons will give you a fuller understanding of the client experience by taking an up-close look at...
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Level 1: Running Your Booker Software
The Level 1 certification is suitable for all learners, from brand new users looking to learn the platform to skilled users looking to become certified. This level is geared towards learning the basic day-to-day use of appointment booking, retail, and customer...
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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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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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Running the appointment schedule
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
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Branded web tools
This learning path will walk you through the basics of branded web tools and will help you begin integrating the power of Mindbody directly into your website.
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Your Branded Mobile App - An Overview
This course will introduce you to the process of launching your mobile app.
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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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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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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,...
