Editing class schedules
This video explores the many options you have for editing or updating previously-scheduled classes. You'll learn how to alter a class's capacity, pay rate, instructor, date and time, and more.
All Activities
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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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Appointments: Advanced daily use
Your Appointments screen is where your business can manage bookings and staff schedules. In this lesson, you'll learn how to customize the look and feel of your appointment schedule and the various ways to edit staff availability.
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Managing the marketing lifecycle
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
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Building loyalty with the Virtual Wellness Platform
In this article, we'll review five ways that the Virtual Wellness Platform can help your business attract and retain clients.
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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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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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Client account details screen
The Account Details screen contains a wealth of knowledge about a client's journey with a business. This lesson is a deep dive into the pieces of information you'll find on this screen, as well as how to trouble shoot some...
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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.
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Managing the marketing lifecycle
Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.
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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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Account balances report
Learn how to review the standing of your clients’ house accounts, as well as how to use Mindbody to collect unpaid funds from clients with negative account balances.
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Pricing Options
This lesson explains the different types of pricing options available within the Mindbody software.
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Pricing Options: management and settings
This lesson some of the more advanced pricing options like notes, commissions, and more.
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Building loyalty with Mindbody's marketing suite
In this lesson, you'll learn how Mindbody's Marketing Suite can help build client loyalty and more.
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Client directory
Learn how the Advanced Client Lookup is really a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Intro to Marketing suite
In this lesson, you'll learn about Mindbody's Marketing Suite and how this powerful tool can help benefit your business.
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