All Activities
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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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Getting familiar with Mindbody
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
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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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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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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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Class and course pay rates
In this lesson, we review the pay rates available to set up for staff scheduled for classes and courses. We also highlight the default pay rate setting to automate the scheduling process for classes and courses.
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Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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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.
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Creating your Mindbody app listing
In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully.
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Getting started with the Booker Learning Center
Welcome to the Booker Learning Center! Here, you can learn the ropes of navigating and using the Learning Center as you progress toward becoming an expert on your Booker site.
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
