Create a polished, efficient experience for your med spa or day spa with Mindbody. Learn to coordinate appointments and staff, strengthen client relationships, manage sales and billing, and monitor business performance.
Day Spa / Med Spa
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Introduction to the Learning Center
In this quick course, we'll walk through how to navigate the Learning Center and become Mindbody Certified.
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Introduction to Mindbody
Let's take a tour! Learn how to create your staff account and explore the layout of a basic Mindbody site.
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Mindbody Payments
Navigate the ins and outs of Mindbody's integrated payments solution, from applying for your merchant account to monitoring your payments activity.
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Managing appointments
Create new appointments, customize them, and even troubleshoot them when something goes wrong.
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Appointments: Daily use
Learn every step of the appointment scheduling process, from booking, to rescheduling/cancelling, to checkout.
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Managing facility-based appointments
In this lesson, we'll review how to set up and book facility-based appointments like batting cages & personal saunas.
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Setting up Botox services
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Setting your prices
Pricing is a core pillar in your business' structure. Learn about the different types of pricing Mindbody supports and how to set them up in your Mindbody site -- from single-use pricing options, to ongoing memberships, to auto-renewing contracts.
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Product management
Learn the best practices for successful product and inventory tracking, as well as how to reduce shrink at your business.
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Managing your branding across Mindbody
In this lesson, we’ll discuss the various ways you can tailor your Mindbody site and app listing to accurately represent your business’ unique image.
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Branded web tools
This learning path will walk you through the basics of branded web tools and will help you begin integrating the power of Mindbody directly into your website.
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Client management
The client profile tracks everything that a client does at your business, from their very first visit to their most recent purchase. These lessons will give you a fuller understanding of the client experience by taking an up-close look at each section ...
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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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Point of sale
The Point of Sale screen is where you'll conduct most sales in your Mindbody software. This path demonstrate how to complete a wide variety of transactions.
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Managing insurance billing with Mindbody
With Mindbody, you can create invoices for billing insurance providers and track payments from those providers.
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Reporting
Mindbody includes a wide selection of reports that provide key insights into the day-to-day operations of a business. In this path, we'll look at the ones you're most likely need as a member of the staff.
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Reporting on clients
Learn how to use Mindbody's reporting tools to identify trends in client behavior, demographics, and more. In the world of customer service, knowing your clients is half the battle!
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Reporting on revenue
Revenue-based reports are the best tool for monitoring the performance of your business. Learn how to get big-picture overviews of your business’ revenue, as well as how to dig down into the specifics.
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Analytics 2.0
Learn how to use our enhanced reporting platform with centralized data to quickly assess your business performance. Explore detailed analytics by identifying impactful revenue trends, viewing client visit metrics, checking current membership count, and...
