Mindbody

Can Mindbody replace my existing CRM, scheduling, and POS systems with one platform?

Yes, Mindbody can serve as a comprehensive platform that combines CRM, scheduling, and POS functionality in one system. The software includes client management features for tracking client information and relationships, robust scheduling capabilities for classes and appointments, and a complete point-of-sale system for processing transactions and managing retail products.

How can I manage my business from the Mindbody Business app?

The Mindbody Business app enables you and your staff to manage operations on the go. You can: Add new clients, take photos, and capture signatures for liability waiversAccess client account and profile informationBrowse your staff scheduleSign clients in to classes and coursesBook, edit, and cancel appointments and check clients inAccept payment for appointments without being at the deskSell products, services, and contractsProcess purchases using the same payment methods available on your Mindbody business siteLogin is the same across the Business app and desktop experiences

Which third-party tools can I connect to Mindbody?

Mindbody connects with a variety of third-party tools to help you run and grow your business. These include: Payroll tools such as ADP, Exact Payroll, and Paychex, which let you send payroll data directly from Mindbody.Door access systems that manage entry to your studio or gym, including turnstiles, doors, and lock hardware.Marketing and lead generation tools like Constant Contact, Mailchimp, Perkville, Meta Ads, and Google Ads, helping you run email campaigns, loyalty programs, and digital advertising.Additional services including Spivi (performance tracking and leaderboards), Bitlancer (lat

How does Mindbody handle payments?

Mindbody handles payments through integrated payment processors that work directly with your software. Mindbody Payments, powered by Stripe, is a modern processing platform that allows you to accept payments through the Mindbody app, online store, or at your business location with industry-leading fraud protection and transparency into your income.

How can I automate payment issues and collections in Mindbody?

Mindbody offers several tools to help you automate parts of your payments and collections process: You can automatically notify clients about failed or expiring payments through built-in auto emails, and use reports like Autopay Detail and Credit Card Expirations to quickly identify issues and follow up. Chargebacks can be tracked and managed and declined autopays can be converted into account balances that you can monitor and collect. While some actions-like responding to disputes or processing outstanding balances-still require manual steps, Mindbody streamlines most of the tracking and clie

How can I track leads and manage my sales pipeline in Mindbody?

Mindbody's Lead Management includes: Sales pipeline dashboard: View and organize leads through sales stages, with drag-and-drop functionality and automated lead capture when new profiles are created.Follow-up tasks: Create and assign tasks to stay engaged with leads throughout the sales journey.Sales funnel analytics: Track performance metrics to understand what's working. Third-party integrations: Connect Google Ads lead forms to automatically flow leads into your pipeline.

What's the difference between having manager and full admin permissions?

Both managers and owners share access to most daily operations like schedules, sales, and client management. The key difference is that Owners have full control over system-wide settings like user permissions, payment setup, and integrations.

Does Mindbody offer a way to manage staff schedules, substitutions, and permissions?

Yes, you can manage staff schedules, automatic substitutions, and staff permissions all within your Mindbody software. Staff schedules: Manage class and event schedules, including assigning staff to classes and managing their appointment availability.Automatic substitutions: The Substitution Management feature allows staff to request substitutes via text message automation.Staff permissions: Control what staff members can access and do by setting permissions for scheduling substitutes, managing schedules, and viewing staff information.