All Activities
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Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
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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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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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Intro offers: The foundation of your pricing structure
In this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure.
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Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
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Client schedule screen
The Client Schedule screen shows your client's upcoming visits, including classes, appointments, and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services.
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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
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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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Understanding Client Check In
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
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Reporting: Overview
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.
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Saved tickets
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
