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Mindbody Software Setup Guide
Client profile
1. Getting started
Introduction to the Mindbody Software Setup Guide
Business information and settings
Using integrated payments
2. Staff setup
Adding staff members
Hourly pay rates & the Time Clock
Managing staff permissions
Clocking in and out
3. Classes setup
Creating your class schedule
Class and course pay rates
Using the Sign In Sheet to add, cancel, and waitlist clients
4. Appointments setup
Adding new appointment types & advanced setup
Appointment pay rates
Rooms and resources
5. Courses setup
Creating your course schedule
Using the course roster
6. Arrivals setup (Gym access)
Setting up arrivals
7. Additional pricing setup
Intro to Point of Sale
Adding products
Creating gift cards
Creating packages
Contracts & Autopays
Commission pay rates
8. Client management
Looking up and adding new clients
Client profile
Collecting your clients' details
Client relationships
Liability waiver and business policies
Review and next steps
Mindbody Quickstart Guide review and next steps
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Looking up and adding new clients
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Collecting your clients' details
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