All Activities
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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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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.
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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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.
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Editing class and course schedules
This video goes further in-depth on the Classes tab, showing you how to substitute a teacher and understand the weekly class stats you'll find at the bottom of the Classes screen.
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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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Smart Lists
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
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Marketing Suite Reports
In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report.
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Family Accounts & Mindbody 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.
