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Mindbody Learning Center
Mindbody - Add-Ons & Tools
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All Activities

419 results returned

  • 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.

    • Path
    • Duration 26m

  • Managing appointments

    Create new appointments, customize them, and even troubleshoot them when something goes wrong.

    • Path
    • Duration 1.3h

  • Managing courses

    Create new schedules, explore the options that affect their functionality, and see the many ways courses are used in the software.

    • Path
    • Duration 1.2h
    • Rating 5.0

  • 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.

    • Path
    • Duration 1.7h
    • Rating 5.0

  • Client visits screen

    Accessible from the client's profile, the Visits screen is used to view the details of a client's past visits. In this lesson, we'll look at how to view and engage with your client's visit history and export the information. 

    • Duration 4m
    • Rating 4.7

  • Lead Management

    Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.

    • Path

  • Account balances report

    In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report. 

    • Duration 5m

  • Inventory tickets

    It’s time to take the next step into advanced inventory management with inventory tickets.  In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.

    • Duration 10m

  • Managing service categories

    After establishing your classes 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...

    • Duration 8m

  • Know your resources

    This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.

    • Duration 3m
    • Rating 4.5

  • Smart Marketing tools

    In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.

    • Duration 15m

  • Marketing Suite Dashboard overview

    In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent. 

    • Duration 10m

  • Smart Lists

    In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations. 

    • Duration 7m

  • Client profile

    Learn how the Client Profile screen can be used to view a client's most important information.

    • Duration 10m
    • Rating 5.0

  • Hourly pay rates & the Time Clock

    This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.

    • Duration 7m
    • Rating 5.0

  • Creating gift cards

    This lesson will teach you how to create and sell gift cards in your software. 

    • Duration 8m
    • Rating 5.0