Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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!
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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.
In this lesson, we'll cover settings from the General Setup & Options screen that directly affect your staff.
In this lesson, we'll review how to edit your discount settings and business information. You'll be looking at screens from the Marketing Suite Business Dashboard.
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
This overview video walks through a few things you should know about reports within Mindbody before learning about specific reports. We also discuss common filters, as well as some key features to successful reporting.
This lesson discusses the various buttons, filters, icons, and options you'll encounter on the Appointments screen.
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
How to use the staff screen tools for filtering and searching.
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
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...
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.