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
• Set up discounts and promotions
• Automated email alerts sent from MINDBODY
• Create targeted segments with Client Indexes
• Use our in-depth marketing reports to target specific groups of clients

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, and tax rates
• Change your inventory on hand easily
• View changes in the Inventory Change Log

Total Client Management

• Comprehensive membership reporting
• Automatic email and text messaging
• Client logins: manage schedule, book appointments, and update account information
• Client profiles
• Client types
• Client indexes
• Track client relationships
• Referral tracking
• Upload photos and documents to client accounts
• Client loyalty program
• Track client purchases and visit history
• Clients can prepay for services, pay upon check-out, 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

• Staff dashboard: assign to-do tasks, follow-ups, and save favorite reports
• Individual staff logins
• Staff permissions and permission groups
• Sales Team Management
• Online schedules allow staff to manage from anywhere, at anytime
• Staff can change their own availability
• Track staff productivity
• View clients per staff member

Payroll

• Individual, per-session pay rates based on the type of treatment or appointment
• Commission rates unique to each aesthetician or massage therapist
• Track commission on products and services
• Assign commission to other staff members
• Print a tip slip
• Tips included in Payroll Report
• Hourly employees can clock in/out
• Automatically calculate payroll
• Export your payroll into QuickBooks, ADP, and Exact Payroll Services

In-Depth Analysis Reporting

• View your schedule at a glance
• Analyze treatment popularity
• View attendance with revenue
• See staff's productivity and overall performance
• View clients per staff member
• See your client retention rate
• Get your staff's schedules and run reports on payroll, tips, and commissions
• See an overview of arrival times, cancellations, and no shows
• View current account balances
• See your best sellers and biggest spenders
• Track retention with the Retention Management, Last Visit, and No Return reports
• Forecast sales
• Membership reporting
• 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, service, product, supplier and sales rep
• View voided and returned transactions

Direct Marketing Reporting

• Generate prospect lists using the GeoAnalytics Report
• Target marketing and reporting drilldowns
• Track client retention
• Export lists of mailing and email addresses
• View your top referrers
• Customize and combine reports to meet your needs
• Filter results by Client Indexes and Client Types
• View results of promotions and discounts

Memberships, Contracts & AutoPays

• Spa Memberships
• Membership tiers

Services for members only

• Custom membership discounts
• Contracts
• E-Waivers
• Automatic payments (AutoPays)
• Payment plans
• Store billing information
• Email reminders for package or contract renewals, approaching credit card expirations
• Recurring class schedules and appointments
• Bill collection integration
• Shared memberships
• Comprehensive membership reporting