Training with MINDBODY

MINDBODY provides start up training to all new clients.  We strongly encourage you to take advantage of our training program to ensure that your site is set up in a way that matches your business model.

What is startup training?

Startup Training is that support given prior to a business successfully running MINDBODY. It is typically delivered in four 1 hour sessions.  The goal of startup training is to teach you to use your new MINDBODY system to manage your business. Startup Training includes:

• Scheduling Classes and Events
• Booking Appointments
• Managing Clients
• Making Sales

Startup Training is defined by the items in Phases I, II and II of the MINDBODY Training Pyramid:

Who should be involved in startup training?

We recommend that you do not include staff members who are not responsible for setting up your MINDBODY site. Only the owner, manager, or those responsible for maintaining your MINDBODY site should be present during the startup training calls.

Before you begin training, gather the following information:

• List of all services provided
• Price sheets
• Membership or class card restrictions (i.e. Memberships cannot be used to pay for semi private sessions, etc.)
• Class and workshop schedules
• Staff Information (names and pay rates)
• Staff Appointment Availability
• A notepad and pen to take notes

Session 1: SCHEDULING FOUNDATIONS

1. Complete Prerequisites to schedule classes, workshops and appointments.
2. Access the Help Guide, movies, technical support and support email.

Session 2: SELLING AND SIGNING IN

1. Complete prerequisites to make purchases for services.
2. Complete daily task training to sign students into classes, workshops and check out appointments

Session 3: MANAGING CLIENTS AND RETAIL

1. Review and editing client account information.
2. Manage your retail store.

Session 4: MANAGING STAFF AND SALES REPORTS

1. Add users and groups.
2. Run the basic sales reports.

Session 5: INTEGRATED MAP AND SELLING ONLINE

1. Complete CC AND ACH Training (if applicable).
2. Set Up your Online Store.
3. Know how to link from your website to your MindBody software.

Advanced Consultation

MindBody offers 1 free hour of advanced consultation to help you maximize your potential with the MINDBODY system. You can choose up to three 20 minute topics from our current MindBody University (MBU) curriculum. See http://www.mindbodyonline.com/mbu/descriptions.asp for a complete list of current MBU topics.

Refresher Training

Once you finish setting up your MINDBODY site, you don't go back to repeat those same things you learned during your first training calls and some of the knowledge about site setup goes away. If you are not a new client with MINDBODY, but need some time with a trainer to refresh your mind on site setup tasks, we are more than happy to provide you with 1 free refresher training each year.

Get started on Session 1!

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