Introduction to Mindbody
Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.
All Activities
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Booker Reports: Time Clock & Daily Closeout
The software includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this section, we'll look at the ones you're most likely need when running the front desk.
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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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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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.
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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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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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Mailing Lists report
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales, and more! In this lesson, you'll learn how to use the Mailing Lists report to discover your client's contact information, including email, mail, and sales. ...
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Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
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Adding new appointment types & advanced setup
This step-by-step walkthrough will show you how to set up new appointment types in your software and make them available for booking on the staff schedule.
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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Point of Sale (v2)
Booker's point of sale comes in the form of the Orders panel -- a flexible tool that's accessible from virtually anywhere in your Booker site. This path will demonstrate how to conduct a variety of transactions and manage completed orders.
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Managing Family Accounts
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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Booking alerts & managing contacts
In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard.
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Setting up Progress Tracking
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...
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Using the calendar
The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.
