All Activities
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Managing staff profiles
In this lesson we will explore the staff profile and how the different fields affect their abilities in the software.
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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.
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Family Accounts & Mindbody 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.
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Virtual Wellness Platform
Connect with clients around the globe in real time and show them the value of their memberships by streaming your fitness classes live. Upload custom video content to your Video on Demand library and charge for it with a paywall.
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Booking alerts & managing contacts
In this lesson, we'll briefly review the Booking Alerts and Contacts screens from the Marketing Suite's Business Dashboard.
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Point of sale: Overview
This lesson covers how to complete a transaction using Point of Sale.
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Static Lists
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific group of clients.
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Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
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Visits remaining & Last visit reports
In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client...
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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.
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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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Discount Settings & Business information
In this lesson, we'll review how to edit your discount settings and business information. You'll be looking at screens from the Marketing Suite Business Dashboard.
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Marketing Suite resources & FAQs
This lesson offers resources and frequently asked questions for additional learning opportunities.
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