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  • Redeeming promotion codes

    This lesson shows how promo codes are redeemed on the Retail screen, and goes over some of the limitations you need to know.

    • Video
    • Duration 3m
    • Rating 4.0
  • Setting your prices

    Pricing is a core pillar in your business' structure. Learn about the different types of pricing Mindbody supports and how to set them up in your Mindbody site -- from single-use pricing options, to ongoing memberships, to auto-renewing contracts.

    • Path
    • Duration 2.6h
  • 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
  • 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
  • Managing courses

    Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.

    • Path
    • Duration 1.4h
  • Messenger[ai]

    Messenger[ai] is an automated assistant that harnesses the power of artificial intelligence to help cover your front desk 24/7. Learn how to support your front desk staff with automated responses, booking via SMS, and more.

    • Path
  • Managing appointments

    Create new appointments, customize them, and even troubleshoot them when something goes wrong.

    • Path
    • Duration 1.1h
  • 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...

    • Duration 5m
    • Rating 5.0
  • Lead Management

    Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.

    • Path
  • Branded Mobile App

    A custom mobile app is a powerful way to boost your client retention, engagement, and spending. Plus, with branded apps clients can book, schedule, and access your business directly from their phones.

    • Collection
  • Client account details screen

    The Account Details screen contains a wealth of knowledge about a client's journey with a business. This lesson is a deep dive into the pieces of information you'll find on this screen, as well as how to trouble shoot some...

    • Duration 21m
    • Rating 4.7
  • Mailing lists report

    The Mailing Lists report is a multifaceted tool that can be used for marketing, sales and more!  Learn how to use this report to engage with your clients and drive traffic into your business.

    • Duration 12m
  • 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
  • Creating and using payment plans for courses

    Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...