Appointments: Daily use
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
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!
-
Running the Appointments Calendar
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
-
Managing courses
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
-
Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
-
-
-
-
-
-
Managing Family Accounts
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
-
-
Paying for another client
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes.
-
Reviewing & editing time clock entries
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.
-
Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
-
-
-
Setting up a Marketing Plan
The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.
-
Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
-
-
-
-
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...
-
