Sending receipts

You can view and email receipts when completing a sale, or later, from the Purchases section of the Account Details screen.

  1. Open the Main Menu and tap Clients.
  2. Search for an existing client, or add a new one.
  3. Tap Account below the client's profile image.
  4. Swipe down, then select an individual purchase.
  5. Tap View Receipt at the bottom of the purchase details screen.
  6. Tap the Share icon at the top right.

Now choose your mail client, and enter the client's contact information.

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Viewing electronic signatures for credit card sales

Electronic signatures captured when processing a sale by credit card are stored in the client's profile, but can only be viewed when using the full MINDBODY software.

Click here to learn more.


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