Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
All Activities
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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
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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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Creating your Mindbody app listing
In this lesson, you'll learn about the benefits of having a Mindbody App listing and how to set it up successfully.
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Attendance with revenue report
In this lesson, you'll learn about the benefits of your Attendance with Revenue report and how it can positively impact 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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Account balances report
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
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Inventory tickets
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
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Know your resources
This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.
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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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