In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent.
Learn how the Client Profile screen can be used to view a client's most important information.
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.
This lesson will teach you how to create and sell gift cards in your software.
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.
This lesson covers how to create and manage client forms and navigate the Documents screen.
