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  • Sales report

    The Sales report allows you to track sales revenue with specificity. You can filter sales by employee, category, or location, and view sales information for your products and services.  Before you start Only owners and staff members with...

    • Adding staff

      In our introductory video to staff management, you'll see how to create new staff profiles in your software and learn a bit about the options available on the Staff Profile screen.

      • Duration 3m
      • Rating 5.0
    • Merging duplicate client profiles

      This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn how it works and what it does, as well as some important limitations to remember when using this tool.

      • Video
      • Duration 4m
      • Rating 3.7
    • Contact Logs

      This lesson covers the Contact Logs feature, including how it works in the MINDBODY software and the many ways it can be used by your business.

      • Video
      • Duration 9m
      • Rating 4.5
    • Your customers

      This collection will show you to manage client information and grow your customer base.

      • Collection
    • Your team

      You don't have to go it alone. In this section, we'll focus on how to set your team—and your business—up for success. This includes creating staff profiles, managing permissions, and properly paying your employees for the services they perform.

      • Path
    • Your MINDBODY site

      This collection will review how to add your services, manage your schedule, manage your team, and support your customer base.

      • Collection
    • Business plan template for salon and spa owners

      Opening a salon or spa? You'll need to write a business plan. There's no need to fear a blank page—we've got a business plan template you can download that has everything you need to consider and include in your business...

      • Rating 1.0