Advanced Features

This page gives a list of articles on all of our advanced features. This doesn't yet contain all of our advanced features. We're always adding to it.

Site Appearance

Click here to learn about fonts, headings, and colors that you can change on your site.
News & Events - make messages fade in and out beside your logo at the top of the screen.
You can change the names of your tabs (e.g. Classes, Workshops, Appointments) with our Dynamic Tabs Feature.
You can place your MINDBODY system inside your existing website by reading about iFrames. By framing your site, it will make the software look more integrated with your existing website.
Turn your Consumer Mode Help Tab into any page that you wish

Client Management

AutoEmails - These are all turned off by default. But if you want, you can enable over 20 AutoEmails that tell clients such things as when classes have been canceled, when their series are running low, or when they buy something inside your business.
Client Indexes - Give you a means for putting clients in a category with subcategories. For example, you could create an Index called "Student." Then classify each client as "Elementary," "Junior High," "High School," or "College."
Client Types- Lets you put clients into single-layer categories, like Female, Male, Senior.
Constant Contact Integration - You can sync your Constant Contact account with MINDBODY Online
WaitLists - Learn how to allow for people to join wait lists for your classes.
Document and Photo uploads into your client's accounts
Bouncing Checks and how to handle them
Sharing a series - how multiple clients can share one series. Also, learn how parents can automatically pay for their children using the Pays For/Paid by relationship.
Creating an email or mailing list for all of my clients
How to use plastic ID cards for allowing your clients to sign in
Track your clients' progress easily with our Martial Arts Belt Tracking System
Free up your front desk staff using Self Sign-In
Costume Tracking can help you manage costume and equipment rentals, sales, sizes, etc.

Teachers & Staff

Quickly substituting teachers on the Classes screen
Assistants - add additional staff to a class or workshop
Time Clock - set up your employees that are paid an hourly rate
ADP - If you use ADP, we have a special ADP report that you can submit for payroll
Commissions - How to set up commissions for your employees
Tips - Set up and track your staff member's tips
Sales Team Management - Use the software to help bring in new clients
Sales by Sales Person - Track who is responsible for sales even if that person didn't ring up the client on the Retail screen
Service-Less Check-Ins - Track arrivals of clients without having to schedule services, perfect for gyms and health clubs.
Dashboard - One screen that your staff can do their most important stuff on
Back Bar Deductions - Charge your staff for things they use to perform services, directly from payroll
Prep and Finish time on appointments

Selling Your Services

Series - Most basic service item that you can sell your customer.
- Examples: 1 month of unlimited visits, 1 drop in visit, 5-visit card.
Packages - Combination of different series or combination of a series with a product.
- Examples: Valentines Day Package: 1 massage, 1 facial, 1 skin care basket. Yoga Starter Kit: 5-class card with 1 free personal training session.
- Click here to learn about booking your appointments just based on the Packages that can pay for them
AutoPays - Simple reoccurring payment for a service
- Example: One year gym membership that charges credit card every month.
Contracts - Complex reoccurring payment for a service
- Click here to compare all four.
Tiered Memberships - Have different levels of Memberships, each with their own icon and perks.
Courses - Cluster your workshops together to make "one" workshop that meets on different days at different times
How to tweak your Payment Methods
How to make an exchange, refund, or void
Understanding your reports and report icons.
Learn about our Partner Stores feature, which allows you to earn revenue by selling products from other companies on your website. Just enable it - you don't even need to handle the inventory.
Promotions - how to set up coupons and marketing promotions within your system
Media Management - Sell video, pictures, and music and it's only available through your MINDBODY system
Use Third Party Payers to bill outside parties for client services
How to add-on services to already booked appointments
Difference between Cross Regional and Multi Location systems
Let your clients make donations to charity using your Online Store with the Charitable Contributions Feature