All Activities
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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.
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Virtual Wellness Platform
Connect with clients around the globe in real time and show them the value of their memberships by streaming your fitness classes live. Upload custom video content to your Video on Demand library and charge for it with a paywall.
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Static Lists
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific group of clients.
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Introduction to the Learning Center
In this quick course, we'll walk through how to navigate the Learning Center and become Mindbody Certified.
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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Marketing Suite Dashboard overview
In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent.
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Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
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Visits remaining & Last visit reports
In this lesson, we'll cover two reports to help you identify the number of unused visits in client accounts and discover details about the client's last visit. These reports help support your business' retention and marketing efforts and understand client...
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Instructor / Practitioner Collection
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
