Overview: Finding the tools you need

SUMMARY

When you first log in, you’ll see your staff photo in the top left corner. Below it, we’ve lined up the tools you need to run your business faster.

CONTENT

The main menu contains easy-to-access tools:

 

Business Snapshot

Tap this icon to view your business snapshot, a feature currently available for Accelerate subscribers. Learn more.

 

Schedule

Tap the calendar icon to see a snapshot of what’s scheduled at your business. Choose to check out everything on the books, or narrow in on your own schedule. To read more about the schedule, click here.

 

Retail

Tap this icon when you are ready to sell products or pricing options to a customer. You’ll be asked to choose between selling to an existing client, a new client, or a walk-in client. Tap the option that works for you, and start adding items to the ticket.  Click here to learn more about completing sales for new, existing, and walk-in clientsTo learn how to accept payment through MINDBODY Express®, click here.

  

Clients

Tap the clients icon to search for an existing client, or to add a new client to the system. You can search for clients by name, phone number, or email address. To read more about working with client profiles in MINDBODY Express®, click here.

 

Sales

Tap the sales icon to view your sales records. You can the sales for the day, as well as the details of each completed sale, including the sale time, the client’s name, and the item purchased.

 

Support & Feedback

Tap the Support & Feedback icon to view our full array of support articles for the app. If you have a question about a feature in the app, this is the place to get started. You can also rate MINDBODY Express, or send us an email to let us know how we're doing. 

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