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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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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Analytics 2.0
Learn how to use our enhanced reporting platform with centralized data to quickly assess your business performance. Explore detailed analytics by identifying impactful revenue trends, viewing client visit metrics, checking current membership count, and more.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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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.
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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.
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Progress Tracking
The Progress Tracking feature allows you to easily track and manage your client's skills, ranks, and overall progress metrics. Whether you're tracking progress towards a competition, teacher training, or children's program, this is the tool for you.
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Creating your Mindbody app listing
In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully.
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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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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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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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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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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Adding new appointment types & advanced setup
This step-by-step walkthrough will show you how to set up new appointment types in your software and make them available for booking on the staff schedule.
