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Level 1: Running your software
This course builds a foundation of how to use the software on a day-to-day basis and is suitable for all learners, from brand new Mindbody users looking to learn the platform to skilled users looking to become certified.
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Getting started with Lead Management
Before we dive into building your list of prospects in the Lead Management suite, we need to make sure your software is set up for success. In this article, we'll walk through all the settings and preferences necessary to properly...
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Managing your Sales Pipeline
Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Using Family Accounts - Business experience
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 specific achievement, teacher training, children's program, or competition. In this path, you'll learn how to...
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Level 2: Managing your software
This course builds on from level one and covers site setup as well as advanced daily use, making it perfect for managers, owners, and consultants.
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Intro to Progress Tracking
We'll start by explaining what Progress Tracking is, then we'll cover what you'll be able to accomplish by the end of this path.
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Branded Mobile App
A custom mobile app is a powerful way to boost your client retention, engagement, and spending. Plus, with branded apps clients can book, schedule, and access your business directly from their phones.
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Branded Mobile App Settings
Learn how to customize your app experience to increase your brand exposure, stay connected with your clients, and give them another way to connect with your services.
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Getting started with certifications
As a global leader in the wellness industry, Mindbody offers certifications for business owners, their staff, and consulting professionals in the industry. The certification program is designed to deep dive into the Mindbody platform, making you an expert on the...
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