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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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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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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Managing your Sales Pipeline
Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Client directory
Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
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Introducing branded web
In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management.
