Consumer Privileges

As the business owner using MindBody, you decide whether or not consumers have access to your MINDBODY site and what actions they can perform (such as registering for classes, appointments and workshops).

Option

Location and Description

Required Fields

Clients => Required Fields
Specify which fields are required to create an account online:
Address, City, State, Zip, Phone, Birthday, Middle Name, Referred By

Allow New Clients to Create Accounts & Allow Existing Clients to Create Accounts

Toolbox => Setup => Options => General Setup & Options
Under Consumer Mode Settings
If checked, clients can create their own username

Show Consumer Mode -- Help Tab

Toolbox => Setup => Options => General Setup & Options
Under Consumer Mode Settings
If checked, client will have a help tab with frequently asked questions

Forgot Password

Toolbox => Setup => Options => General Setup & Options
Under Consumer Mode Settings
If checked, client will be able to answer security questions that reveals their password

Scheduling Hours

Toolbox => Setup => Options => General Setup & Options
Under Consumer Mode Settings
Custom creates a time frame that clients are allowed to use the online schedule for class reservations or appointment requests and booking
24 hours allows clients to use the online schedule 24 hours a day

Scheduling Cutoff for Same Day Services

Toolbox => Setup => Options => General Setup & Options
Under Consumer Mode Settings
Select a time that same day online reservations are not allowed or select not used if same day cut off for online reservations are not used

Enable Client Reservations

Toolbox => Setup => Options => Class & Event Options

Under Reservation System Policies
Check the types of classes you want enabled for client online reservations

Under Enrollment Schedule Appearance & Options

Check the types of workshops you want enabled for client online reservations

Schedule Windows

Toolbox => Setup => Options => Class & Event Options
Under Reservation System Policies

A value of 0 keeps the schedule window open so that clients can reserve classes as soon as the class is scheduled online and up to 0 minutes prior to the start of the class
Open values are days
Close values are minutes

Enable Client Appointments

Toolbox => Setup => Options => Appointment Options
Under Appointment System Policies

Check the types of appointments you want enabled for client online requests or bookings

Allow Client Booked Appointments

Toolbox => Setup => Options => Appointment Options
Under Appointment System Policies

Check this box if you want clients to book appointments online that are enabled under "Enable Client Appointments"
Uncheck this box if you want clients to request appointment types that are enabled under "Enable Client Appointments"

Require Client Payment for Booked Appointments

Toolbox => Setup => Options => Appointment Options
Under Appointment System Policies

Check this box if you want clients to pay for appointments prior to booking their appointment online

Consumer Mode Default Load Option

Toolbox => Setup => Options => Appointment Options
Under Appointment System Policies

Select the default view when clients click the Appointments tab
Appointment Schedule -- shows appointment blocks in the schedule view, does not list other client names in booked blocks
Appointment Search -- prompts the client to answer a series of questions about the type of appointment they want to schedule

Show Appointments in Consumer Mode

Toolbox => Setup => Options => Appointment Options
Under Appointment Schedule Appearance

Check this box if you want clients to see the word "Reserved" in appointment blocks that are no longer available
Uncheck this box if you wants to see open appointment blocks only

Show Instructor Names in Consumer Mode

Toolbox => Setup => Options => Appointment Options
Under Appointment Schedule Appearance

Uncheck this box if you do not want clients to see instructor names when they search or view the appointment book
Check this box if you want clients to see instructor names when they search or view the appointment book

Show Day View in Consumer Mode

Toolbox => Setup => Options => Appointment Options
Under Appointment Schedule Appearance

Check this box if you want clients to see the daily view of open blocks with instructor names
Uncheck this box if you want clients to see a weekly view of open blocks without instructor names

Option	Location and Description
Required Fields	Clients => Required Fields Specify which fields are required to create an account online: Address, City, State, Zip, Phone, Birthday, Middle Name, Referred By
Allow New Clients to Create Accounts & Allow Existing Clients to Create Accounts	Toolbox => Setup => Options => General Setup & Options Under Consumer Mode Settings If checked, clients can create their own username
Show Consumer Mode -- Help Tab	Toolbox => Setup => Options => General Setup & Options Under Consumer Mode Settings If checked, client will have a help tab with frequently asked questions
Forgot Password	Toolbox => Setup => Options => General Setup & Options Under Consumer Mode Settings If checked, client will be able to answer security questions that reveals their password
Scheduling Hours	Toolbox => Setup => Options => General Setup & Options Under Consumer Mode Settings Custom creates a time frame that clients are allowed to use the online schedule for class reservations or appointment requests and booking 24 hours allows clients to use the online schedule 24 hours a day
Scheduling Cutoff for Same Day Services	Toolbox => Setup => Options => General Setup & Options Under Consumer Mode Settings Select a time that same day online reservations are not allowed or select not used if same day cut off for online reservations are not used
Enable Client Reservations	Toolbox => Setup => Options => Class & Event Options Under Reservation System Policies Check the types of classes you want enabled for client online reservations Under Enrollment Schedule Appearance & Options Check the types of workshops you want enabled for client online reservations
Schedule Windows	Toolbox => Setup => Options => Class & Event Options Under Reservation System Policies A value of 0 keeps the schedule window open so that clients can reserve classes as soon as the class is scheduled online and up to 0 minutes prior to the start of the class Open values are days Close values are minutes
Enable Client Appointments	Toolbox => Setup => Options => Appointment Options Under Appointment System Policies Check the types of appointments you want enabled for client online requests or bookings
Allow Client Booked Appointments	Toolbox => Setup => Options => Appointment Options Under Appointment System Policies Check this box if you want clients to book appointments online that are enabled under "Enable Client Appointments" Uncheck this box if you want clients to request appointment types that are enabled under "Enable Client Appointments"
Require Client Payment for Booked Appointments	Toolbox => Setup => Options => Appointment Options Under Appointment System Policies Check this box if you want clients to pay for appointments prior to booking their appointment online
Consumer Mode Default Load Option	Toolbox => Setup => Options => Appointment Options Under Appointment System Policies Select the default view when clients click the Appointments tab Appointment Schedule -- shows appointment blocks in the schedule view, does not list other client names in booked blocks Appointment Search -- prompts the client to answer a series of questions about the type of appointment they want to schedule
Show Appointments in Consumer Mode	Toolbox => Setup => Options => Appointment Options Under Appointment Schedule Appearance Check this box if you want clients to see the word "Reserved" in appointment blocks that are no longer available Uncheck this box if you wants to see open appointment blocks only
Show Instructor Names in Consumer Mode	Toolbox => Setup => Options => Appointment Options Under Appointment Schedule Appearance Uncheck this box if you do not want clients to see instructor names when they search or view the appointment book Check this box if you want clients to see instructor names when they search or view the appointment book
Show Day View in Consumer Mode	Toolbox => Setup => Options => Appointment Options Under Appointment Schedule Appearance Check this box if you want clients to see the daily view of open blocks with instructor names Uncheck this box if you want clients to see a weekly view of open blocks without instructor names