Additional scheduling features
Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.
All Activities
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Appointments: Daily use
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
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Reporting on clients
Learn how to use Mindbody's reporting tools to identify trends in client behavior, demographics, and more. In the world of customer service, knowing your clients is half the battle!
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Managing courses
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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Analytics 2.0
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.
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Setting up your online store within Mindbody
In this lesson, we'll discuss the key settings you’ll want to review when setting up your Online Store to ensure a smooth client experience.
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Purchase orders
Purchase orders can help you streamline your process for ordering products from suppliers. In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Product settings
Learn how to tailor your product settings to best support your business.
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Intro offers: The foundation of your pricing structure
In this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure.
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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Payroll report
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
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