Membership report
This report is useful to run when you want to see how many clients are members and how may pricing options are in your system. Before you start To view and run this report, the following staff permission must be enabled:...
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Filter
Notice: Checking or unchecking a checkbox in this filter set will change the results list immediately.
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Adding staff
In our introductory video to staff management, you'll see how to create new staff profiles in your software and learn a bit about the options available on the Staff Profile screen.
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Staff payroll reports
This two-part feature covers both the Payroll report, which shows how all of your staff members are being paid, and the Assistants report, which shows payroll information exclusively for assistants.
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Sales report
The Sales report allows you to track sales revenue with specificity. You can filter sales by employee, category, or location, and view sales information for your products and services. Before you start Only owners and staff members with...
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Class and enrollment pay rates
This video focuses on the Class/Hourly/Commission Pay Rates screen accessible through the staff profile. This screen is used primarily for employees who lead classes or enrollments at your business.
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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...
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Selling services
This video walks through the process of selling a service, such as a class or an enrollment pricing option, on the Retail screen.
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Purchases
This lesson starts with a brief overview of the Purchases screen, then explores such advanced options as how to edit, void, and refund completed sales.
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Selling products
In this video you'll learn how to locate specific products on the Retail screen and sell them to your clients.
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Contact Logs
This lesson covers the Contact Logs feature, including how it works in the MINDBODY software and the many ways it can be used by your business.
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Multi-day enrollments: Registration
Part of a series on multi-day enrollments, this video dives into the various options you'll see when registering and checking out clients.
