Appointments: Daily use
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
All Activities
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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 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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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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Getting started with the Learning Center
Welcome to the Mindbody Learning Center! Here, you can learn the ropes of navigating and using the Learning Center as you progress toward becoming an expert on your Mindbody site.
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
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Appointment pay rates
This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you...
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Reporting on new client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
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Reviewing & editing time clock entries
Using the Time clock report, we'll explore managing time clocks by reviewing the report. We'll also walk through how to edit these time punches from the report.
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Paying for another client
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes.
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Client info screen
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
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