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Mindbody Software Setup Guide
Creating your Mindbody app listing
Creating your Mindbody app listing
Duration
8m
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1. Getting started & initial software setup
Mindbody site prep work & initial setup
Payments, data conversion, and SMS compliance
Business information and settings
2. Site Configuration: Staff setup
Adding staff members
Hourly pay rates & the Time Clock
Managing staff permissions
Using the Time Clock
3. Site configuration & daily use: Classes
Creating your class schedule
Class and course pay rates
Using the Sign In Sheet to add, cancel, and waitlist clients
4. Site Configuration & daily use: Appointments
Adding new appointment types & advanced setup
Appointment pay rates
Rooms and resources
Appointments: Daily use
5. Site configuration & daily use: Courses
Creating your course schedule
Using the course roster
Creating your Mindbody app listing
6. Site configuration & daily use: Arrivals (gym access)
Setting up arrivals
7. Site configuration & daily use: Pricing
Adding products
Creating gift cards
Creating packages
Creating contracts
Commission pay rates
Selling services, packages, and products
Client purchases screen
8. Site configuration & daily use: Client management
Looking up and adding new clients
Client profile
Collecting your clients' details
Client relationships
Liability waiver and business policies
Auto Emails: Overview
9. Onboarding next steps
Mindbody Software Setup Guide additional resources & next steps
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Previous Activity
Using the course roster
Next Activity
Setting up arrivals
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