Classes and courses: Daily use
Book clients for single- and multi-day courses, manage your roster, and sign in clients.
All Activities
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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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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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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Setting up Progress Tracking
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...
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Creating Automations: Advanced drip campaigns
This lesson will focus on creating automations with or without templates.
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Saved tickets
This lesson will teach you how to create saved tickets in Point of Sale, save them for later, and retrieve them when you're ready to complete checkout.
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Members report
The Members report is the newer version of the Membership report and an excellent tool for evaluating the overall health of your membership business.
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Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
