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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.

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 waivers
• Access client account and profile information
• Browse your staff schedule
• Sign clients in to classes and courses
• Book, edit, and cancel appointments and check clients in
• Accept payment for appointments without being at the desk
• Sell products, services, and contracts
• Process purchases using the same payment methods available on your Mindbody business site
• Login is the same across the Business app and desktop experiences

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 (late cancel and no-show fee processing),
• Trainerize (digital coaching), Spafinder (gift cards), and LiveEdit (community and website tools).

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.

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 client communication so you can manage payment issues and collections more efficiently.

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.

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.

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.

Yes, Mindbody provides several features to help centralize staff management across locations:

• Multi-location staff management: Manage staff across all locations from one central site with a multi-location (datashare) setup.
• Staff permissions: Create customized permission groups that can be assigned to staff members across your network. With Ultimate pricing packages, you can individually customize and assign permissions by group.
• Staff login locations: Control which locations staff members can access and work from within your system.
• IP restrictions: Set up IP restrictions to ensure staff can only log in from specific locations, like your business locations, rather than personal devices.

Mindbody offers a range of reports and dashboards to track performance across sales, clients, staff, and marketing. You can monitor revenue, attendance, payroll, retention, and lead conversion, plus view key metrics in real time through customizable dashboards and automated report delivery.

Depending on your business needs, Mindbody offers comprehensive multi-location management through two main setup options.

For Enterprise Solutions, you get network-wide control with a corporate dashboard that provides a complete view of all regions and locations. This includes corporate-level reporting with business intelligence dashboards, cross-location reports on sales, clients, and visits, and year-over-year revenue metrics.

For smaller businesess, the datashare (multi-location) setup is ideal for locations that are close together and where clients frequently move between those locations. Mindbody software shows shared services, pricing, clients, and staff for multiple locations, while each location has its own dropdown menu for location-specific management.

Yes, you can schedule and automate reports in Mindbody. Reports are emailed automatically to specified recipients, with daily, weekly, or monthly delivery.

Yes, but there's some nuance. Forms and waives are two separate tools, and here’s how they work: 

• Forms: Can be required (often per service) and can include a digital signature—including stylus signature in supported flows.
• Waivers: Can be required and are typically completed as a digital acknowledgment (like a checkbox) with a timestamp during booking, account creation, or at the front desk in the BizApp. Note: signature behavior can vary by flow.

With Mindbody, you can collect the right paperwork at the right moment, so check-in stays fast, your staff stays focused, and clients get to the good part sooner.