All Activities
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Appointment options
In this lesson, we'll explore settings you can use to tailor your Mindbody schedule to work for your business. There are many options available to customize the way your schedule both functions and looks.
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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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Customizing your business information
This lesson reviews how to prepare your business for using the Marketing Suite. It focuses on the Business Profile and Business Listing screens.
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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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Introduction to the Learning Center
In this quick course, we'll walk through how to navigate the Learning Center and become Mindbody Certified.
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Setting up your online store within Mindbody
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience.
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Creating and scheduling advanced courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Automations overview
In this lesson, we'll explore the Automations screen and learn more about how your automations work. Automations streamline your workflow using a sophisticated drip campaign tool to maintain client engagement throughout their journey.
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Looking up and adding new clients
This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods.
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Autopay detail & expirations reports
In this lesson, we'll review the Autopay Detail report and examine how to check autopay expirations using the Autopay Expirations report.
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Managing appointment service categories
After establishing your appointments and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
