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1(877)755-4279, Worldwide

Business Management Software

Full feature list

Classes

  • Online scheduling
  • Waitlists
  • Self check-in
  • View clients’ daily schedules
  • Printable sign-in sheets
  • Resource booking: book a room, location, piece of equipment, etc.
  • Recurring bookings
  • See class statistics

Appointments

  • Drag and drop appointments
  • Online hosting: view your schedule from anywhere, anytime
  • Online scheduling
  • Easy appointment finder
  • Find similar appointments based on visit history
  • Appointment add-ons
  • Package booking
  • Book recurring appointments
  • Multiple schedule views: daily, weekly, by name, service, gender and more.
  • Color coding by status: booked, confirmed, arrived, no-show, and completed.
  • Double booking capabilities
  • Resource booking: booking a room, piece of equipment, etc.

Enrollment

  • Courses
  • Seminars
  • Special events
  • Online enrollment
  • View rosters and attendance
  • Offer make up sessions
  • Payment plans
  • See who has and hasn’t paid

Interactive Check-in/Check-out

  • Integrate payments with services
  • Swipe an ID card and view a client’s daily schedule
  • 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 class scheduling and enrollment
  • Allow online client booking or requesting of appointments
  • Control client permissions
  • Sell products, services, gift cards, packages and contracts/memberships
  • E-waivers and online contract management
  • 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 class schedule and appointment calendar
  • One client can pay for another
  • Credit card processing and ACH/EFT
  • Process returns and void transactions
  • Split sales payments
  • 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

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 Indexes
  • Use our in-depth marketing reports to target specific groups of clients.
  • 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

Total Client Management

  • Comprehensive membership reporting
  • Automatic email and text messaging
  • Client logins: manage schedule, book appointments, 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 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

  • Staff dashboard: assign to-do tasks, follow-ups and save favorite reports
  • Individual staff logins
  • Staff permissions
  • Online schedules let staff check theirs anywhere, anytime
  • Staff and instructors can change their own availability
  • Track staff productivity
  • View clients per staff member

Payroll

  • Individual, per-session payrates based on the type of class, event or 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
  • Automatically calculated payroll report
  • 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 productivity and overall performance
  • View clients per staff member
  • 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
  • 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, 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 and combine reports to meet your needs
  • Filter results by Client Indexes and Client Types
  • View results of promotions and discounts

Memberships, Contracts & AutoPay

  • Memberships
  • Membership tiers
  • Custom membership discounts
  • Contracts
  • E-Waivers
  • AutoPay
  • 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