All Activities

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...

• Duration 6m

Monitoring payments with Analytics 2.0

• Duration 6m

Before you set up your Mindbody Payments account

• Duration 2m

Account Details Pt. 1 - Managing Pricing Options

• Duration 10m

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. 

• Duration 8m

Grow and build your customer base (Knowledge Check)

Collecting your clients' details

• Duration 10m

Redeem a Series

• Duration 2m

Add tips with a Gift Card or Gift Certificate Payment

• Duration 1m

Intro to Refunds

• Duration 2m

Reschedule a Single Service Appointment on the Same Day

• Duration 2m

Voided sales report

In this activity, you'll learn how to locate and understand the voided sales report.

• Duration 5m

Reschedule an Appointment to a Different Day

• Duration 2m

Reschedule a Couples Appointment

• Duration 2m

Reschedule a Group Appointment

• Duration 2m

Adding New Customers

• Duration 2m

Product Refunds

• Duration 5m

Cancel a Group Appointment

• Duration 1m

Check Out an Appointment

• Duration 1m

Service Refunds

• Duration 3m

Engage with customers (Knowledge Check)

Voiding Orders

• Duration 3m

Redeem a Membership

• Duration 2m

Sell a Gift Card

• Duration 2m