Skip to main content

All Activities

412 results returned
  • Running the appointment schedule 

    Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.

    • Path
    • Duration 17m
    • Rating 4.0
  • Product management

    Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.

    • Path
    • Duration 50m
  • Client visits screen

    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. 

    • Duration 4m
    • Rating 4.7
  • Client info screen

    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.

    • Duration 8m
    • Rating 4.0
  • Managing staff profiles

    In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.

    • Duration 12m
  • System Lists

    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. 

    • Duration 3m
  • Mindbody Payments

    Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.

    • Path
    • Duration 57m
    • Rating 3.5
  • Adding new staff members

    In this lesson we will cover where you can add a new staff member in your site and edit their personal information.

    • Duration 4m
  • 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.

    • Duration 7m
  • 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.

    • Duration 2m
    • Rating 5.0
  • Understanding Client Check In

    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.  

    • Duration 6m
    • Rating 5.0
  • Reporting: Overview

    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.

    • Duration 6m
    • Rating 4.0
  • Saved tickets

    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.

    • Duration 2m
    • Rating 5.0
  • Front Desk Staff Collection

    A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.

    • Collection
  • Getting familiar with Mindbody

    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. 

    • Duration 15m
    • Rating 4.8
  • Client relationships

    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.

    • Duration 6m
    • Rating 4.7