Appointment schedule: Overview
This lesson discusses the various buttons, filters, icons, and options you'll encounter on the Appointments screen.
All Activities
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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Client relationships
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.
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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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Client info screen
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
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Self check in for clients
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients.
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We miss you!
Bring in clients who's visits have grown static with the 'We miss you' automation from the Marketing Suite.
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Looking up and adding new clients
This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
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Client directory
Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software.
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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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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
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