Client management
Manage client relationships end-to-end
The tools you need to build a best-in-class experience
Capture key client information
Client profiles consolidate all the info you need, including preferences, payment details, and service history. Add notes and follow-ups for a more personalized experience.
Surprise and delight
Set up instant notifications so staff can connect and celebrate first visits, birthdays, redeemable awards, and more.
Easy access to account history
Access an overview of each client’s account, including billing info as well as payment and visit history to be sure everything’s on track.
Automatic income for you—and more benefits for clients
Membership enrollments
Establish long-term relationships and keep your clients coming back with easy-to-manage autopay memberships.
Preventative alerts
Know when to inform clients to update their payment info, and when new client intro offers are expiring.
Perks for loyal members
Incentivize your clients with customizable, members-only perks and booking privileges when they refer their friends.
Family accounts
Reduce admin time and keep payments up-to-date—clients can manage multiple family members with a single account.
Continue CRM efforts across any device
Access all your most important client details with the Mindbody business app. Pull up profiles, manage memberships, store waivers, and handle payments directly from your phone—anytime, anywhere.
Improve your brand perception
With a custom app for your brand, available on the App Store and Google Play, clients can book, buy, and receive push notifications and messages. All of their updates seamlessly connect to your software.
Automate check-in
Avoid creating lines at the front desk with our class check-in app. Clients can sign themselves in, and the app notifies your staff when class members have arrived.
Build exceptional client relationships
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