Appointment options
In this lesson, we'll explore settings you can use to tailor your Mindbody schedule to work for your business. There are many options available to customize the way your schedule both functions and looks.
All Activities
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Pricing Options
This lesson explains the different types of pricing options available within the Mindbody software.
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Deleting and cancelling classes
This video covers how to cancel and remove classes from your schedule, either on a temporary or permanent basis.
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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Client relationships
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.
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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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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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Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
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Client documents screen
This overview of the Client Documents feature shows how you can upload files to each client's account and store them for later use.
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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...
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Using Family Accounts - Client experience
In this lesson, we'll review how clients can use Family Accounts to book and pay for services for their family members.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Opting clients into marketing
In this lesson, you'll learn different ways for clients to opt in to marketing from your business.
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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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Intro to Family Accounts
This intro video demonstrates how Family Accounts provide clients a simple solution for managing bookings and payments for every member of their family.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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