Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
All Activities
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Progress Tracking
The Progress Tracking feature allows you to easily track and manage your client's skills, ranks, and overall progress metrics. Whether you're tracking progress towards a competition, teacher training, or children's program, this is the tool for you.
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Using the calendar
The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.
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Autopay detail & expirations reports
In this lesson, we'll review the Autopay Detail report and examine how to check autopay expirations using the Autopay Expirations report.
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Managing appointment service categories
After establishing your appointments and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
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Client relationships
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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