Client schedule screen
The Client Schedule screen shows your client's upcoming visits, including classes, appointments, and courses. In this lesson, you'll learn how to filter and manage your client's upcoming scheduled services.
All Activities
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Merging duplicate client profiles
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.
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Understanding Client Check In
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.
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Reporting: Overview
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.
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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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Front Desk Staff Collection
A curated selection of lessons focused on running day-to-day business operations in the Mindbody site.
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Getting familiar with Mindbody
This overview is the foundation of your Mindbody training. It'll get you familiar with the basic layout of a Mindbody site, and help you navigate efficiently.
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Client relationships
There are two types of client relationships in Mindbody: functional and informational. Gain an understanding of how they both work, and how to set up these relationships between clients in your site.
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Self check in for clients
This lesson shows how staff members and clients can use the Self Check In screen, which is the client-facing side of the Check In tab. It also covers how to arrange the hardware for your clients.
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Creating your course schedule
This lesson shows you how to set up courses in your site from start to finish. Once you've created your first course you can easily add new schedules in the future.
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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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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