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  • Level 2: Managing your software

    This course builds on from level one and covers site setup as well as advanced daily use, making it perfect for managers, owners, and consultants.

    • Collection
    • Rating 5.0
  • 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
  • Managing the marketing lifecycle

    Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.

    • Path
    • Duration 1.6h
  • 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
  • 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
  • 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
  • Setting up Progress Tracking

    By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...

    • Duration 5m
  • 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
  • Getting started with Lead Management

    Before we dive into building your list of prospects in the Lead Management suite, we need to make sure your software is set up for success. In this article, we'll walk through all the settings and preferences necessary to properly...

    • Duration 5m
  • 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
  • Exam

    • Duration 1.3h
    • Rating 1.7
  • Level 1: Running your appointment software

    Appointment-based ONLY. 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
    • Rating 4.0