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...
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.
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
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.
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
In this lesson, we'll review System Lists and explain each list in detail. System lists offer insights into the number of clients who have opted to receive communications from your business.
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
In this lesson we will cover where you can add a new staff member in your site and edit their personal information.
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
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.
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.
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
