All Activities
-
-
-
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!
-
-
Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
-
Reporting on revenue
Revenue-based reports are the best tool for monitoring the performance of your business. Learn how to get big-picture overviews of your business’ revenue, as well as how to dig down into the specifics.
-
-
Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
-
Hourly pay rates & the Time Clock
This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.
-
Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
-
Instructor / Practitioner Collection
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
-
Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
-
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.
-
Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
-
Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
-
Mailing lists report
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales, and more! In this lesson, you'll learn how to use the Mailing Lists report to discover your client's contact information, including email, mail, and sales. ...
-
Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
-
-
Family 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.
-
-
Appointment options
In this lesson, we'll explore settings you can use to tailor your Mindbody schedule to work for your business. There are many options available to customize the way your schedule both functions and looks.
-
Product settings
Learn how to tailor your product settings to best support your business.
-
Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
-
