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  • Using the calendar

    The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.

    • Duration 2m
    • Rating 5.0
  • Reviewing & editing time clock entries

    Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.

    • Duration 7m
  • Sales by category report

    The Sales by Category report is the best starting point for getting a big-picture view of your business’ revenue. In this video, we’ll discuss how to use this powerful report, and how to apply its results to your business.

    • Duration 6m
  • Class and course pay rates

    In this lesson, we review the pay rates available to set up for staff scheduled for classes and courses. We also highlight the default pay rate setting to automate the scheduling process for classes and courses.

    • Duration 10m
    • Rating 5.0
  • Branded Mobile App Settings

    Learn how to customize your app experience to increase your brand exposure, stay connected with your clients, and give them another way to connect with your services.

    • Path
  • Reporting: Overview

    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.

    • Duration 6m
    • Rating 4.0
  • 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
  • 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. 

    • Duration 12m
    • Rating 5.0
  • Managing service categories

    After establishing your classes and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...

    • 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
    • Reporting on client attraction

      In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts. 

      • Duration 5m
    • Account balances report

      In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report. 

      • Duration 5m
    • Purchase orders

      Purchase orders can help you streamline your process for ordering products from suppliers.  In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.

      • Duration 12m
    • Introducing branded web

      In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management. 

      • Duration 5m
    • Client visits screen

      Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information. 

      • Duration 4m
      • Rating 4.7