Sign-in sheet: Advanced
This video expands on the Sign-in sheet overview article to cover some advanced topics, such as how to change client payment types and utilize the client tagging feature.
All Activities
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Sales by category report
The Sales by Category report is the best starting point for getting a big-picture view of your business’ revenue. In this video, we’ll discuss how to use this powerful report, and how to apply its results to your business.
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Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
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Understanding and configuring class waitlist
Although you're likely familiar with the concept of waitlists, there are a number of option in Mindbody that affect how they function. This video explains waitlist settings and answers some common questions your clients may have about waitlist policies.
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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...
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Creating your course schedule
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
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Creating and scheduling advance courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Course-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....
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Adding new staff members
In this lesson we will cover where you can add a new staff member in your site and edit their personal information.
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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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Autopay expirations report
Learn how to use the Autopay Expirations report to identify which of your clients have autopays that are scheduled to expire soon. You can use this information to run retention-focused marketing campaigns to retain those clients and sell follow-up contracts....
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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 options: Staff management
In this lesson, we'll cover any Appointment Options that may affect your staff members, and what you need to know before enabling or disabling any of them.
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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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Creating packages
This lesson explains how packages are used within the Mindbody software.
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Feedback & reviews
In this lesson, you'll learn how to use feedback and reviews to promote your business.
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Self check in for clients
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients.
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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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Unpaid visits report
Learn how to use the Unpaid Visits report to identify the services your clients have received but have not yet paid for.
