Adding new appointment types & advanced setup
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.
All Activities
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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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Instructor / Practitioner Collection
A curated selection of lessons focused on using various schedule and client management tools in the Mindbody site.
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Automations overview
In this lesson, we'll explore the Automations screen and learn more about how your automations work. Automations streamline your workflow using a sophisticated drip campaign tool to maintain client engagement throughout their journey.
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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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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Smart Lists
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
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Marketing Suite Reports
In this lesson, we'll review the types of reports your Marketing Suite offers and how to export a report.
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Family Accounts & Mindbody Accounts
The Family Accounts feature lets your clients book, buy, and manage their entire family’s info from a single Mindbody account, providing them with a more seamless experience and reducing account management for your staff.
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Virtual Wellness Platform
Connect with clients around the globe in real time and show them the value of their memberships by streaming your fitness classes live. Upload custom video content to your Video on Demand library and charge for it with a paywall.
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Point of sale: Overview
This lesson covers how to complete a transaction using Point of Sale.
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