Account balances report
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
All Activities
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Inventory tickets
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
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Know your resources
This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.
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Setting up your staff account
Before we begin the software training, you'll need to get logged into the Mindbody site. In this lesson, we'll review how to set up your account, as well how to reset your password.
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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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Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
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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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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
