Skip to main content
This site uses cookies to provide you with a greater user experience. By using Exceed LMS, you accept our use of cookies.
Mindbody
Staff Training & Certifications
Customer Management
Apps, Add-Ons, & Tools
Marketing Tools
All Topics

All Activities

699 results returned

  • Managing your Sales Pipeline

    Now that we’ve ensured our software is ready for Lead Management, it's time to dive into using the Sales Pipeline - easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.

    • Duration 5m

  • Family Accounts

    The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.

    • Path

  • Level 1: Running your software

    This course builds a foundation of how to use the software on a day-to-day basis and is suitable for all learners, from brand new Mindbody users looking to learn the platform to skilled users looking to become certified.

    • Collection
    • Duration 5.4h
    • Rating 4.7

  • Reporting on revenue

    Revenue-based reports are the best tool for monitoring the performance of your business. Learn how to get big-picture overviews of your business’ revenue, as well as how to dig down into the specifics.

    • Path

  • Getting started with certifications

    As a global leader in the wellness industry, Mindbody offers certifications for business owners, their staff, and consulting professionals in the industry. The certification program is designed to deep dive into the Mindbody platform, making you an expert on the...

    • Path
    • Duration 7m
    • Rating 4.7

  • Transitioning to the new Mindbody Experience

    Meet the new Mindbody. Our improved software experience will be more actionable for you and your team. You'll get deeper insights into your business, additional ways to grow your brand, and stronger relationships with your clients.

    • Path
    • Rating 4.9

  • Getting started with certifications

    As a global leader in the wellness industry, Mindbody offers certifications for business owners, their staff, and consulting professionals in the industry. The certification program is designed to deep dive into the Mindbody platform, making you an expert on the...

    • Path
    • Duration 7m
    • Rating 4.7

  • Messenger[ai]

    Never miss a customer. Turn missed calls into bookings, keep your staff focused on customers, and communicate with clients the way they prefer. Peace of mind, better relationships, and no more missed clients. 

    • Path

  • Lead Management

    Streamline your sales pipeline. Say goodbye to spreadsheets and sticky notes—and meet a built-in lead management system that tracks, nurtures, and turns sales leads into members of your community.

    • Path

  • Intro to Progress Tracking

    We'll start by explaining what Progress Tracking is, then we'll cover what you'll be able to accomplish by the end of this path. 

    • Duration 1m

  • Appointment certification exam: The new Mindbody experience

    This final exam tests your understanding of all topics presented throughout the staff courses. You have 90 minutes to answer 35 multiple-choice questions. The passing score to receive the certificate of completion is 80%.

    • Duration 1.3h
    • Rating 3.3
    • Award

  • 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 specific achievement, teacher training, children's program, or competition. In this path, you'll learn how to...

    • Path
    • Duration 11m