Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
All Activities
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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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Clocking in and out
Clocking in and out is a simple process that can be done from anywhere in the business mode of a Mindbody site.
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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.
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Intro to Family Accounts
This intro video demonstrates how Family Accounts provide clients a simple solution for managing bookings and payments for every member of their family.
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Understand your certification options
This quick video explains what the Mindbody Software Certification program is to help you decide which option is best suited for your learning needs.
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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.
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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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Hourly pay rates
This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Family Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
