Running the Appointments Calendar
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
All Activities
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Reporting
Mindbody includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this path, we'll look at the ones you're most likely need as a member of the staff.
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Managing your branding across Mindbody
In this lesson, we’ll discuss the various ways you can tailor your Mindbody site and app listing to accurately represent your business’ unique image.
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Getting started with the Learning Center
Welcome to the Mindbody Learning Center! Here, you can learn the ropes of navigating and using the Learning Center as you progress toward becoming an expert on your Mindbody site.
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Navigating the Mindbody Integrations marketplace
Mindbody Integrations is a marketplace for third-party software providers that can integrate with your existing Mindbody site to add specialized functionality, like advanced insurance billing tools or waivers for children's programs
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Managing Family Accounts
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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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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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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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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Reporting on new client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
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Creating your course schedule
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
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Analytics
Learn how to use our enhanced reporting platform with centralized data to quickly assess your business performance. Explore detailed analytics by identifying impactful revenue trends, viewing client visit metrics, checking current membership count, and more.
