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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.
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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...
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Managing the marketing lifecycle
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
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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.
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Using Family Accounts - Client experience
In this lesson, we'll review how clients can use Family Accounts to book and pay for services for their family members.
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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.
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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.
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Using Family Accounts - Business experience
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
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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...
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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.
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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...
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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...
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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.
