Branded web tools
This learning path will walk you through the basics of branded web tools and will help you begin integrating the power of Mindbody directly into your website.
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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Using the calendar
The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.
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SmartDesk
SmartDesk is an AI-powered chatbot that works 24/7 to answer questions and catch missed calls, saving prospects and driving revenue into your store.
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Managing client documents
This lesson covers how to create and manage client forms and navigate the Documents screen.
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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Contact Lists overview
Contact Lists help you reach the right audience at the right time. In this lesson, we'll explain the different types of contact lists and how to interact with your Contact Lists screen.
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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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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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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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