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All Activities

755 results returned
  • Managing appointment service categories

    After establishing your appointments 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...

    • Duration 6m
  • Managing the marketing lifecycle

    Acquire clients through search, social media, and promotional offers—and keep them coming back with automated, customizable messages and campaigns.

    • Path
    • Duration 1.6h
  • 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. 

    • Duration 10m
  • 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.  

    • Duration 4m
    • Rating 4.0
  • 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.

    • Duration 16m
  • Creating packages

    This lesson explains how packages are used within the Mindbody software. 

    • Duration 8m
  • Class setup: Before you begin

    This video will go over the Classes service type in Mindbody. You'll learn what classes are, how they're different from the other service types in Mindbody, and see how best to set them up in your software.

    • Duration 5m
    • Rating 5.0
  • 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
  • Appointment schedule: Overview

    This lesson discusses the various buttons, filters, icons, and options you'll encounter on the Appointments screen.

    • Duration 5m
    • Rating 3.8
  • Clocking in and out

    Clocking in and out is a simple process that can be done from anywhere in the business mode of a Mindbody site.

    • Duration 3m
    • Rating 3.5
  • Daily closeout report

    In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.

    • Duration 6m
    • Rating 4.5
  • 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.

    • Duration 8m
    • Rating 5.0
  • Client profile

    Learn how the Client Profile screen can be used to view a client's most important information.

    • Rating 5.0
  • Staff-based auto emails

    Auto emails allow you to notify clients of important details concerning their visits and purchases with your business. Each auto email is triggered by a different action in the software and is generated at a time unique to that email....

    • Duration 6m
  • Client purchases screen

    In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.

    • Duration 12m
    • Rating 4.7