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  • 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:...

    • 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.

      • Duration 3m
      • Rating 5.0
    • 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. 

      • Duration 5m
    • 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...

      • 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.

        • Video
        • Duration 9m
      • 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...

        • Video
        • Duration 5m
      • 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.

        • Video
        • Duration 2m
        • Rating 4.0
      • 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.

        • Video
        • Duration 8m
        • Rating 4.5
      • Selling products

        In this video you'll learn how to locate specific products on the Retail screen and sell them to your clients.

        • Video
        • Duration 2m
        • Rating 4.3
      • 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.

        • Video
        • Duration 9m
        • Rating 4.6
      • 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.

        • Video
        • Duration 4m
        • Rating 4.0