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Mindbody & Booker Learning Center
Mindbody - Add-Ons & Tools
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399 results returned

  • Messenger[ai]

    Messenger[ai] is an automated assistant that harnesses the power of artificial intelligence to help cover your front desk 24/7. Learn how to support your front desk staff with automated responses, booking via SMS, and more.

    • Path

  • Booker Reports: Time Clock & Daily Closeout

    The software includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this section, we'll look at the ones you're most likely need when running the front desk.

    • Path
    • Duration 18m

  • Holiday Guide

    Follow the step-by-step process of "surviving" the holiday season and the start of the new year with this handy guide. Brainstorm and plan your marketing campaigns by learning which reports to run and viewing our in-depth MINDBODY Education business blog content. Then,...

    • Path

  • 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.

    • Path
    • Duration 1.3h
    • Rating 5.0

  • 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

  • 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

  • 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.   

    • Duration 5m
    • Rating 5.0

  • 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
    • Rating 5.0

  • 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.

    • Duration 2m

  • 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.

    • Duration 5m

  • Appointments: Advanced daily use

    Your Appointments screen is where your business can manage bookings and staff schedules. In this lesson, you'll learn how to customize the look and feel of your appointment schedule and the various ways to edit staff availability. 

    • Duration 10m

  • Creating your class schedule

    If you've decided to use classes in your software, this video will show you how to get started. We'll look at how to establish new service categories, create classes, and get them on your schedule.

    • Duration 15m
    • Rating 5.0

  • Commission report

    The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.

    • Duration 5m
    • Rating 3.7