All Activities
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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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Commission pay rates
Sales commission may be offered as part of your staff's benefits package, or can be used when running a sales promotion where you'd like to encourage staff to increase sales by offering sales commission for a particular time period. We'll...
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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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Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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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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Mailing Lists report
The Mailing Lists report is a multifaceted tool that can be used for marketing, sales, and more! In this lesson, you'll learn how to use the Mailing Lists report to discover your client's contact information, including email, mail, and sales. ...
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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.
