Managing courses
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
All Activities
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Marketing Suite Tools
The Marketing Suite is an advanced set of client engagement tools dedicated marketing your business. Automate your customer outreach so you can focus on the in-person interactions that matter most.
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Introduction to Mindbody
Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.
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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.
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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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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.
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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.
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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.
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Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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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.
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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.
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Self check in for clients
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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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.
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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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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.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Appointment pay rates
This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you...
