Marketing Suite Tools
The Marketing Suite is an advanced set of client engagement tools dedicated marketing your business. Automate your customer outreach so you can focus on the in-person interactions that matter most.
All Activities
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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.
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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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Additional scheduling features
Learn about Mindbody's lesser-known scheduling features, including how to streamline client arrivals and the sign-in process.
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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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Holiday Guide
Follow the step-by-step process of "surviving" the holiday season and the start of the new year with this handy guide. Brainstorm and plan your marketing campaigns by learning which reports to run and viewing our in-depth MINDBODY Education business blog content. Then,...
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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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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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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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Your Branded Mobile App - An Overview
This course will introduce you to the process of launching your mobile app.
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Branded Mobile App
This learning path will walk you through the basics of branded web tools and will help you begin integrating the power of Mindbody directly into your website.
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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.
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Messenger[ai]
Messenger[ai] is an automated assistant that harnesses the power of artificial intelligence to help cover your front desk 24/7. Learn how to support your front desk staff with automated responses, booking via SMS, and more.
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Branded web tools
This learning path will walk you through the basics of branded web tools and will help you begin integrating the power of Mindbody directly into your website.
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Running the appointment schedule
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
