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.
All Activities
-
-
-
Feedback & reviews
In this lesson, you'll learn how to use feedback and reviews to promote your business.
-
Class and course options
Now that you've set up your class-based services, it's time to customize the way your class schedule looks and functions to meet your business needs.
-
Reviewing & editing time clock entries
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.
-
Creating promo codes
This lesson gives best practices on setting up promo codes.
-
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!
-
Time clock report
The Time Clock report helps verify that a staff member's clock-ins, clock-outs, and time clock tasks are accurate before processing payroll.
-
-
Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
-
Using Family Accounts - Business experience
In this lesson, we'll review how Family Accounts work in Mindbody's business mode.
-
Membership report
Learn how to evaluate the overall health of your membership business, including trends in membership enrollment.
-
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.
-
Appointments: Daily use
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.
-
Creating your class schedule
If you've decided to use classes in your software, this video will show you how to get started. We'll look at how to establish new service categories, create classes, and get them on your schedule.
-
-
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.
-
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.
-
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....
-
Overview: voided sales, returns, and sales reports
In this lesson, you'll learn how to discover the cause of financial discrepancies between your bank deposits and revenue reports.
-
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.
-
Progress Tracking
The Progress Tracking feature allows you to easily track and manage your client's skills, ranks, and overall progress metrics. Whether you're tracking progress towards a competition, teacher training, or children's program, this is the tool for you.
-
-
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.
