Full feature list
Appointments
- Drag and drop appointments
- Online hosting: view your schedule from anywhere, anytime
- Online scheduling
- Book recurring appointments
- Easy appointment finder
- Find similar appointments based on visit history
- Appointment add-ons
- Package booking
- Multiple schedule views: daily, weekly, by name, service, gender and more.
- Color coding by status: booked, confirmed, arrived, no-show, and completed.
- Room and resource booking
- Integrated service schedules
Interactive Check-in/Check-out
- Integrate payments with services
- Print tip slips
- Self check-in stations
- Touch-screen monitors
- Membership cards and ID tags
Integrated Credit Card Processing
- No hardware fees or rentals
- Competitive rates
- Quick transactions processed through the internet
- Accept all credit cards, ACH, EFT
- Automatic batching each night
- Receive revenue within 2-3 days of making the sale
- Reports on completed, pending, voided and returned transactions
- Recurring revenue: contracts, AutoPay, memberships
- Integrates with your online store
- PCI Level I Compliant
- Learn more here
- Online application
Online Store & Scheduler
- Clients can manage their own schedules & accounts
- Allow online client booking or requesting of appointments
- Control client permissions
- Sell products, services, gift cards, packages and contracts/memberships
- E-waivers
- Automatic emails & text messages to confirm bookings, purchases, updates and more
- Keep your online store open 24/7, or specify hours of operation
- Decide how far in advance you’d like clients to book
- Charge sales tax appropriately
- Learn more here
Point of Sale
- Services
- Products
- Gift Cards
- Packages
- Contracts
- Memberships
- Easy upselling
- Integrated check-out from your appointment calendar
- One client can pay for another
- Credit card processing and ACH/EFT
- Process returns and void transactions
- Split payments between cash and credit
- Online store
- Partner Stores
Gift Cards
- Prepaid gift cards
- Traditional gift certificates
- Client account balances
- Load cards with flexible amounts
- Sell both in-store and online
- Gift card reporting
- Clients can pay for others
- Purchase custom cards directly from MINDBODY
- Learn more here
Inventory
- Real-time inventory tracking
- Inventory tickets
- Purchase orders
- Track pending orders
- Add products to your online store
- Online order fulfillment
- Supplier tracking: contact information, payment terms, tax rates
- Change your inventory on hand easily
- View changes in the Inventory Change Log
Email Marketing
- Use the Data Export report to pull email addresses en masse
- Sync MINDBODY with Constant Contact to keep email lists up-to-date
- Use Constant Contact to create professional, custom HTML emails
- Automated email alerts sent from MINDBODY
- Create targeted segments with Client Types and Client Indexes
- Use our in-depth marketing reports to target specific groups of clients.
- Learn more here
Total Client Management
- Automatic email and text messaging
- Client logins: manage schedule, book appointments, agree to waivers, manage account information online
- Client profiles
- Client types
- Client indexes
- Track client relationships
- Referral tracking
- Upload photos and documents to client accounts
- Track client purchases and visit history
- Clients can prepay for services, pay upon checkout or pay on account and be invoiced later
- See reports on cancellations, unpaid services, account balances and more
- Last Visit & No Return reports
- Client Home screen: quick links to clients’ accounts to facilitate fast customer service
Staff Management
- Individual staff logins
- Staff permissions
- Online schedules let staff check theirs anywhere, anytime
- Staff can change their own availability
- Track staff productivity
- View clients per staff member
- Staff dashboard: assign to-do tasks, follow-ups and save favorite reports
Payroll
- Payroll report
- Individual, per-session payrates based on the type of appointment
- Commission rates individual to staff member
- Track commission on products and services
- Ability to assign commission to others
- Print a tip slip
- Tips included in payroll report
- Hourly employees can clock in/out
- Hourly employees’ payroll is calculated automatically
- Export your payroll into QuickBooks, ADP and Exact Payroll Services
In-Depth Analysis Reporting
- View your schedule at a glance
- Analyze attendance patterns
- View attendance with revenue
- See staff’s appointment productivity and overall performance
- View clients per artist
- See your client retention rate
- Get your staff’s schedule and run their payroll, tips and commissions
- See an overview of arrival times, cancellations and no shows
- View current account balances
- See your best sellers and big spenders
- Track retention with the Retention Management, Last Visit and No Return reports
- Forecast sales
- Manage memberships
- Close out your cash drawer daily
- See your cost of goods sold
- View sales from gift cards and Partner Stores
- Analyze the success of your promotions
- See your sales by revenue category, by service, by product, by supplier and by sales rep
- View voided and returned transactions
Direct Marketing Reporting
- Target marketing and reporting drilldowns
- Track client retention
- Export lists of mailing and email addresses
- View your top referrers
- Customize each report to meet your needs
- Filter results by Client Indexes and Client Types
- View results of promotions and discounts
Class & Event Scheduling
For shops that offer instructional classes, trainings, special events or workshops.
- Class, workshop and course scheduling
- Waitlists
- Self check-in
- Printable sign-in sheets
Memberships, Contracts & AutoPay
- Memberships
- Custom membership discounts
- Contracts
- E-Waivers
- Recurring appointments
- AutoPay
- Payment plans
- Store billing information
- Email reminders for package or contract renewals, approaching credit card expirations
