Skip to main content

All Activities

323 results returned
  • Autopay detail & expirations reports

    In this lesson, we'll review the Autopay Detail report and examine how to check autopay expirations using the Autopay Expirations report.  

    • Duration 4m
  • 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!

    • Duration 9m
    • Rating 5.0
  • Introducing branded web

    In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management. 

    • Duration 5m
  • Progress Tracking

    The Progress Tracking feature allows you to easily track and manage your client's skills, ranks, and overall progress metrics. Whether you're tracking progress towards a competition, teacher training, or children's program, this is the tool for you.

    • Path
    • Duration 11m
  • Contact logs

    Contact Logs track and manage communication with your clients. Learn how to use the Contact Logs tool and the various ways it can help you manage your client's experience with your business.

    • Duration 7m
    • Rating 4.0
  • Redeeming promo codes

    This lesson shows how promo codes are redeemed on the Point of Sale screen.

    • Duration 3m
    • Rating 5.0
  • Customizing your business information

    This lesson reviews how to prepare your business for using the Marketing Suite. It focuses on the Business Profile and Business Listing screens. 

    • Duration 5m
  • 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.

    • Duration 10m
    • Rating 5.0
  • Appointments: Daily use

    This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.

    • Duration 12m
    • Rating 4.5
  • 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.

    • Duration 6m
    • Rating 4.7
  • Looking up and adding new clients

    This lesson explains how to search for existing clients and update your client lookup landing page. It also covers how to add clients using multiple methods. 

    • Duration 12m
    • Rating 5.0
  • Using the calendar

    The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.

    • Duration 2m
    • Rating 5.0
  • Setting up Progress Tracking

    By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...

    • Duration 5m
    • Rating 4.0
  • Managing appointment service categories

    After establishing your appointments 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...

    • Duration 6m