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.
Manager / Owner Collection
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Service management
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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Managing classes
Create a brand new class schedule, customize the class settings in your software, and use the sign-in screen on a daily basis.
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Managing courses
Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.
Pricing & product management
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Setting your prices
Pricing is a core pillar in your business' structure. Learn about the different types of pricing Mindbody supports and how to set them up in your Mindbody site -- from single-use pricing options, to ongoing memberships, to auto-renewing contracts.
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Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
Client management
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Client management
The client profile tracks everything that a client does at your business, from their very first visit to their most recent purchase. These lessons will give you a fuller understanding of the client experience by taking an up-close look at each section ...
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Family 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.
Staff management
Point of sale & payments
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Point of sale
The Point of Sale screen is where you'll conduct most sales in your Mindbody software. This path demonstrate how to complete a wide variety of transactions.
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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
Schedules & booking
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Running the class and course schedule
Book clients for single- and multi-day courses, manage your roster, and sign in clients.
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Running the appointment schedule
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
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Additional scheduling features
Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.
Reports & analytics
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Reporting
Mindbody includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this path, we'll look at the ones you're most likely need as a member of the staff.
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Reporting on clients
Learn how to use Mindbody's reporting tools to identify trends in client behavior, demographics, and more. In the world of customer service, knowing your clients is half the battle!
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Reporting on revenue
Revenue-based reports are the best tool for monitoring the performance of your business. Learn how to get big-picture overviews of your business’ revenue, as well as how to dig down into the specifics.
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Analytics 2.0
Learn how to use our enhanced reporting platform with centralized data to quickly assess your business performance. Explore detailed analytics by identifying impactful revenue trends, viewing client visit metrics, checking current membership count, and...
