Members report
The Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business.
All Activities
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Creating your Mindbody Marketplace listing
In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully.
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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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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.
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Appointment pay rates
This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you...
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Client schedule screen
The Client Schedule screen shows your client's upcoming visits, including classes, appointments, and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services.
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Inventory tickets
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
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Text messaging vs email
Part of planning your business' marketing communications is deciding whether you want to send the communication in an email or a text message. Neither option is unreservedly better than the other, as both options have various strengths and weaknesses. Therefore,...
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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.
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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.
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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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Installing Your Hardware
The success of FitMetrix relies on maintaining clear lines of communication between the hardware in your studio and our software in the cloud. Your heart rate monitors, receivers, and displays all work together in real time, and you’ll need a...
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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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.
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Client directory
Learn how the Client Directory is a robust reporting tool that can complement many of your other reports in the Mindbody software.
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Attendance with revenue report
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact your business.
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Mailing lists report
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales, and more! In this lesson, you'll learn how to use the Mailing Lists report to discover your client's contact information, including email, mail, and sales. ...
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Intro to 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.
