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Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
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Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
Datashare setup
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Mindbody Software Setup Guide
Creating gift cards
Creating gift cards
Duration
8m
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Average rating: 5.0
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1. Getting started & initial software setup
Mindbody site prep work & initial setup
Payments, data conversion, and SMS compliance
Business information and settings
2. Site Configuration: Staff setup
Adding staff members
Hourly pay rates & the Time Clock
Managing staff permissions
Using the Time Clock
3. Site configuration & daily use: Classes
Creating your class schedule
Class and course pay rates
Using the Sign In Sheet to add, cancel, and waitlist clients
4. Site Configuration & daily use: Appointments
Adding new appointment types & advanced setup
Appointment pay rates
Rooms and resources
Appointments: Daily use
5. Site configuration & daily use: Courses
Creating your course schedule
Using the course roster
Creating your Mindbody app listing
6. Site configuration & daily use: Arrivals (gym access)
Setting up arrivals
7. Site configuration & daily use: Pricing
Adding products
Creating gift cards
Creating packages
Creating contracts
Commission pay rates
Selling services, packages, and products
Client purchases screen
8. Site configuration & daily use: Client management
Looking up and adding new clients
Client profile
Collecting your clients' details
Client relationships
Liability waiver and business policies
Auto Emails: Overview
9. Onboarding next steps
Mindbody Software Setup Guide additional resources & next steps
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Adding products
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Creating packages
All Topics
Mindbody - Add-Ons & Tools
Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Virtual Wellness Platform
Marketing Suite
Branded Mobile App
Attentive
Datashare setup
All Topics
Getting Started
Clients
Classes
Appointments
Courses
Staff Management
Marketing
Mindbody - Add-Ons & Tools
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments
All Activities
Review
