Purchase orders
Purchase orders can help you streamline your process for ordering products from suppliers. In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.
All Activities
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Product settings
Learn how to tailor your product settings to best support your business.
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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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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Payroll report
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.
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Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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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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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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Developing a sales pipeline
Looking to increase sales and improve retention at your fitness business? An effective sales process is essential to turning prospects into loyal members. Your sales process should be defined, systematic, scalable, and trackable.
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Appointments: Daily use
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.
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