The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon. ... Additional resources Additional resources Intro Key takeaways Key takeaways What is the Calendar? What is the Calendar? Interacting with the...
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In this lesson, we'll cover settings from the General Setup & Options screen that directly affect your staff. ... Did this lesson help? General Setup & Options: Staff management Video Navigation disclaimer Additional resources Additional resources Intro Key takeaways Key takeaways Locating the General Setup & Options screen Locating the General...
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Getting The Most Out Of Online Booking
Using the Booker Point of Sale (v2)...clients. Here’s a few things you can do to optimize your online booking experience for your clients: - Customize your logos and banners. - Feature your staff by uploading photos, adding bios, and updating their...
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This lesson explains the different types of pricing options available within the Mindbody software. ... pricing options, creating pricing options, pricing, services and pricing, creating pricing options pricing, membership, packages, intro offer, update memberships ... Creating pricing options Video Navigation disclaimer Additional resources...
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Marketing Suite resources & FAQs
Marketing Suite Tools...an offer won't receive another one for at least a couple of weeks. This protects the value of your services and avoids overwhelming clients with emails.Campaigns aren't segmented in the same way; all clients...
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Creating your course schedule
Managing courses...Video Additional resources Additional resources Introduction Introduction Step 1: Add a course service category Step 1: Add a course service category Terminology refresher Terminology refresher Step 2: Add...
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In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully. ... creating you rmindbody app listing, business information page, app listing, creating app listing, adding photos to app listing, Mindbody app listing, Mindbody app ... Additional resources Additional resources Navigation...
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...to run reports to understand the results of your client attraction marketing efforts. ... reporting on client attraction, client reports, client reporting, sales by service report, sales by service, referral types report, referral types, attendance without revenue report, attendance without revenue, client marketing, client attraction ...
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In this collection, you'll find a comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site. You can take these lessons in any order and view your progress using the "Track certification progress" section at the bottom. ... A comprehensive selection of lessons covering setting up and managing all parts...
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This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently. ... Consumer mode Consumer mode breakdown Classes, Appointments, and Courses Classes, Appointments, and Courses breakdown Before we begin Before we begin Home screen Home screen Staff...
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... Version 1 of our point of sale uses an entirely separate order screen dedicated solely to checking out transactions. Taking payment through this screen requires you to leave the screen you're on (such as the appointment calendar.) Version 2 of our point of sale uses a "side panel" that slides out over the right-hand side of the screen...
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Campaigns overview
Marketing Suite Tools...lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your...
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In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences. ... Intro Running a Boost campaign Running a Boost campaign Key takeaways Key takeaways Additional...
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Account Details Pt. 1 - Managing Pricing Options
Client management...arise around autopays, contracts, or pricing options.Reviewing a client's autopay schedule and scheduling custom autopays.Reviewing a client's rewards point activity, and more. Text Title spacer for half block...
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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. ... Additional resources Additional resources Introduction Step 1: Adding a class Step 1: Adding a class Key takeaways Key takeaways Step 2: Adding a...
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Attendance with revenue report
Reporting on revenue...them. Exclude filter Open transcript Open transcript Your report, by default, displays results in the service category view. Your report's sessions will be grouped by their respective service category. Then, it...
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... Register with the Apple Developer Program If you've completed all the prior steps in this article, then you're ready to enroll in the Apple Developer Program. We recommend writing down, or copying into a separate file, all of the information that you'll need to complete your enrollment. Please note that you must enroll as an organization...
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Point of sale
Manager / Owner CollectionMaking and tracking payments is critical to any business' success. Mindbody software provides the tools needed in one convenient location: the Point of Sale. You can use this screen to make various sales transactions...
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Point of sale
Front Desk Staff CollectionMaking and tracking payments is critical to any business' success. Mindbody software provides the tools needed in one convenient location: the Point of Sale. You can use this screen to make various sales transactions...
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Client Documents screen
Client management...to the end to complete this lesson. Client documents screen Mindbody navigation is different for some customers. If the navigation bar displays on the left side of your screen instead of at the top, there may be...
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...add new schedules in the future. ... Creating your enrollment schedule Video Additional resources Additional resources Introduction Introduction Step 1: Add a course service category Step 1: Add a course service category Terminology refresher Terminology refresher Step 2: Add a course and choose enrollment categories Step 2: Add a course...
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Client schedule screen
Client management...and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services. ... Additional resources Additional resources Intro Key takeaways Key takeaways Locating and...
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Memberships: creation & management
Setting your prices...content Line divider line divider image Spacer for 1/3 block Mindbody navigation is different for some customers. If the navigation bar displays on the left side of your screen instead of at the top, there may be...
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... Your service menu and online booking site are the digital “front doors” to your business. Watch this video to learn how to set up an online experience your customers will love, including booking appointments and selling gift certificates and series online. ... Need some help setting up online booking on your website? In...