Mindbody site prep work & initial setup : Mindbody & Booker Learning Center

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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
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments

All Activities

- Mindbody Software Setup Guide
Mindbody site prep work & initial setup
- Duration 3m
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Mindbody site prep work & initial setup
Payments, data conversion, and SMS compliance
Business information and settings

Adding staff members
Hourly pay rates & the Time Clock
Managing staff permissions
Using the Time Clock

Creating your class schedule
Class and course pay rates
Using the Sign In Sheet to add, cancel, and waitlist clients

Adding new appointment types & advanced setup
Appointment pay rates
Rooms and resources
Appointments: Daily use

Creating your course schedule
Using the course roster
Creating your Mindbody app listing

Setting up arrivals

Adding products
Creating gift cards
Creating packages
Creating contracts
Commission pay rates
Selling services, packages, and products
Client purchases screen

Looking up and adding new clients
Client profile
Collecting your clients' details
Client relationships
Liability waiver and business policies
Auto Emails: Overview

Mindbody Software Setup Guide additional resources & next steps

Return to Path

Mindbody Software Setup Guide

Next Activity

Payments, data conversion, and SMS compliance

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
Apps & Web
Reports & Analytics
Pricing & Product Management
Point of Sale & Payments

All Activities

Review