Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
All Activities
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Last visit report
Learn to use the Last Visit report to gather data on client retention, determine the reasons for client attrition, and more!
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Product settings
Learn how to tailor your product settings to best support your business.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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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.
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Introducing branded web
In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management.
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Contracts & Autopays
This lesson explains how to set up a contract to fit your needs.
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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.
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Hourly pay rates & the Time Clock
This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.
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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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Understanding Client Check In
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
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Payroll report
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
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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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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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Reporting: Overview
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.
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Appointment schedule: Overview
This lesson discusses the various buttons, filters, icons, and options you'll encounter on the Appointments screen.
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Client documents screen
This overview of the Client Documents feature shows how you can upload files to each client's account and store them for later use.
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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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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.
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Client purchases screen
In this lesson, we'll review how to manage your clients' purchases, conduct returns, and offer client refunds.
