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!
All Activities
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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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Managing classes
Create a brand new class schedule, customize the class settings in your software, and use the sign-in screen on a daily basis.
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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
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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.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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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.
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Editing class and course schedules
This video goes further in-depth on the Classes tab, showing you how to substitute a teacher and understand the weekly class stats you'll find at the bottom of the Classes screen.
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Setting up Progress Tracking
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...
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Creating and scheduling advanced courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Branded Mobile App
This learning path will walk you through setting up and managing your branded mobile app, from establishing your company as an Apple developer, to solidifying your app's visual design.
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Creating Automations: Advanced drip campaigns
This lesson will focus on creating automations with or without templates.
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Using prerequisites and registration notes
This lesson will cover the features located in the Additional options section of classes and courses, including prerequisites and registration notes.
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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
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