All Activities
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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
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Branded Mobile App
This learning path will walk you through setting up and managing your branded mobile app, from establishing your company as an Apple developer, to solidifying your app's visual design.
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AI Concierge
SmartDesk is an AI-powered chatbot that works 24/7 to answer questions and catch missed calls, saving prospects and driving revenue into your store.
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Discount Settings & Business information
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.
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Manager / Owner Collection
A comprehensive selection of lessons covering setting up and managing all parts of your Mindbody site.
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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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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.
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Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
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Managing facility-based appointments
In this lesson, we'll review how to set up and book facility-based appointments like batting cages & personal saunas.
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Setting up Pick-a-Spot
In this lesson, we’ll break down how to add the Pick-a-Spot feature to your business’ class-based services, most-commonly used for cycle or open gym classes.
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Adding new appointment types and assigning to staff
This step-by-step walkthrough will show you how to set up new appointment types in your software and make them available for booking on the staff schedule.
