All Activities
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Product settings
Learn how to tailor your product settings to best support your business.
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Managing staff permissions
Staff permissions control what each staff member can access in your Mindbody site. In this lesson, we'll discuss what staff permissions are, where to location them, and how to navigate the staff permissions screen.
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Payroll report
Let's take a look at reviewing your own payroll for accuracy. The Payroll report includes all monetary contributions earned by each employee based on the class, enrollment, appointment, hourly rates, tips, and commission.
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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...
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Deleting and cancelling classes
This video covers how to cancel and remove classes from your schedule, either on a temporary or permanent basis.
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Creating contracts
This lesson explains how to set up a contract to fit your needs.
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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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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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