Client Information:
Save my clients' credit card information
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Know if a credit card on a client account will be expiring
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Manage duplicate accounts in the system
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Search for client information
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Charge a cancellation fee to a client's account
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Find out how many classes or services are left on a client's account
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Enter new client information
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Appointments:
Confirm appointments via text message
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Confirm appointments via phone
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Confirm appointments via email
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Reschedule or change appointments
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Block off time for clean and prep between appointments
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Schedule appointment availability and unavailability in the calendar
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Extend or change the length of an appointment
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Add or change the services for an appointment
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See the status of appointments on the calendar
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Add clients on a waitlist to an appointment
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Prebook clients for future appointments
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Create a travel sheet that can be moved in the business
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View and add formula notes to a client's profile
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Allow clients to check themselves in to an appointment using MINDBODY
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Add notes to appointments
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Approve or deny an appointment request
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Classes:
Add a new class to my schedule
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Make changes to the class schedule
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Find out how many clients are coming to classes
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Keep the class list up-to-date
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Allow clients to add themselves to a waitlist
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Add clients from a waitlist to a class
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Notify clients that they have been added to a class from a waitlist
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Give clients the option to accept a waitlist spot that's offered
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Track client attendance in class
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Create an attendance list that can be moved other places in the business (e.g., paper, mobile)
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Client-facing options:
Allow clients to check themselves into class using MINDBODY
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Allow clients and prospects to see what we offer via a mobile app
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Allow clients and prospects to see what we offer online
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Allow clients to request appointments through a mobile app
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Allow clients to request appointments online
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Allow clients to book appointments through a mobile app
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Allow clients to book appointments online
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Allow clients to sign up for classes through a mobile app
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Allow clients to sign up for classes online
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Allow clients to request appointments from my business' social media site(s)
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Allow clients to sign up for classes from my business' social media site(s)
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Sell gift cards for my business online
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Sell gift cards for my business via a mobile app
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Email:
Welcome a new client via email
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Add new clients to my email management program
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Send regular email newsletters to my clients
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Send out emails to clients who have not visited for awhile
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Send reminders to clients who have signed up for classes, workshops, events
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Send out a feedback survey to my clients
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Send marketing emails to specific lists of clients
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Other:
Automatically charge clients' credit cards for an ongoing membership or contract
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Know if an automatic payment has been declined
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Track client visits to my facility (e.g., gym or spa)
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Host workshops or trainings
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Add a new event to my schedule
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Add a new limited enrollment course to my schedule
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Sell retail items to clients online
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Check inventory stock against what is in the system
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Know when inventory must be restocked and what to order
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Point-of-sale/Retail:
Sell services at the business
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Check out and pay for an appointment after it's complete
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Sell retail items to clients at the business
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Give clients a complimentary service or class
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Discount a product or service at checkout
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Offer complimentary or discounted trials to clients
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Swipe a credit card at checkout
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Batch and settle all transactions at the close of a period of time
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Print a receipt for a client at the end of a transaction
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Email a receipt for a client at the end of a transaction
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Know if a credit card transaction has been declined at the point-of-sale
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Provide a document that my clients can submit to an insurance biller
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Allow a client to pay for another client
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Process refunds for clients
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Sell gift cards for my business at checkout
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Manage collections on failed or overdue payments
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Deals & promos:
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Apply promotions to a sale
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Track the results of a promotion
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Accept a third-party deal (e.g. Groupon, LivingSocial, ClassPass) at my business
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Post to our business' social media sites (Facebook, Twitter, or Instagram)
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Reports:
Find out the profit made on sales of certain products over a certain period
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Find out my overall sales revenue in a certain period
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Find out how well certain service offerings are doing
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Find out which clients are on an automatic payment schedule
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Find out the amount of commission to pay my staff
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Run reports to find out more about specific sets of clients
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Export visit history information so I can bill an insurance company
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Know profit margins on inventory sales in a period of time
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Know the cost of my inventory on the shelves
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Check what was collected in the cash drawer against what is recorded in the system at the end of the day
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Find out the amount of tips to pay my staff
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Find out about customer to staff ratios
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Compare revenue of different parts of my business
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Compare class performance over time (e.g., month over month, year over year)
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Find out about arrivals to the facility over time
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Staff:
Determine how much to pay staff per pay period
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Substitute an instructor or service provider in the system
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Find a substitute instructor or service provider
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Plan and manage changes to my employees' shifts
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Track employees' work hours
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Assign or modify pay rates for instructors and staff
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Find out how much my staff has been paid over time
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View when and where my staff has logged into the system
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Add new staff members to the system
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