Running the appointment schedule
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information.
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
In this lesson, we'll review System Lists and explain each list in detail. System lists offer insights into the number of clients who have opted to receive communications from your business.
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
In this lesson we will cover where you can add a new staff member in your site and edit their personal information.
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.
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.
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.