Hi, we’re glad you’re here. Along with the Setup Checklist in your site, this SETUP CHECKLIST COMPANION will assist you with introduction and initial setup.

Setup Checklist EssentialsLocated in your core software, the setup checklist is a setup assistant. It will walk you through a list of tasks that will need to be completed in order to start running your site for your business. You will be directed to your Setup Checklist upon logging into your MINDBODY site.

For more information on the Setup Checklist, go to support.mindbodyonline.com and search for the “Setup Checklist” article.

Your checklist has interactive icons. Learn more about them below.

Click this button to begin a walkthrough for the task at hand.

Track your progress by checking a box when a task is complete.

Want more information? Click this icon to read more on the topic.

Click “Play” to watch a video tutorial.

The “Your Progress” chart helps give you an idea of where you are in the setup process.

Enter the date you want to finish setup in your site here to help keep you on track.

Getting Started

Log into your site Your ‘MINDBODY site is ready’ email.

A link to your site is located in the welcome email. Tip: This email is important to beginning the startup process. Be sure to follow the instructions provided.

Set your password recovery questions

Use this page to update your password and set your security questions.

Pro tip! Be sure to complete this step as soon as possible. Doing so will allow you to easily log in and out of your MINDBODY site and, also, keep your information secure.

For more information, go to: www.support.mindbodyonline.com and search for “Setup up password recovery questions”.

Add details about your business

The page is divided up into five sections: •Business Location: Enter your business’ address and time zone. •MINDBODY app: the MINDBODY app is a free mobile app that allows clients to easily sign up and pay for classes using their mobile devices.•Contact Information: Enter your contact details for all situations. •Logos: These logos will appear on your MIND-BODY site, MINDBODY apps, and gift cards. Add your logo to promote your brand.•Tax Rates: Enter the tax rates for each of your locations. If you are making your services avail-able online, remember to enter an online store tax rate, as well.

Home > Manager Tools > Settings > Business Information

The down arrow menu under ‘Owner’ (Located next to Log out) > My Account Info.

My Notes:

Task How to find it More info

Add your staff Adding information about your staff into your MINDBODY site is an important step. Use this section to enter in your staff details.

For more information go to:www.support.mindbodyonline.com and search for “Adding staff”.

Create staff logins Repeat steps until all staff members have log in credentials.

For more information, go to:www.support.mindbodyonline.com and search for “Setting up staff logins”.

Set up class and hourly payrates

If you have staff whose pay rates are by each class they teach or by number of students in each class, this is the section you want to set up for each staff member.

Pro tip! To change the names of the payrates click the link in the upper right hand corner called “Edit pay rate descriptions”, then click into the text boxes of the description column to edit. Save your changes by selecting Update pay rate descriptions.

Note: At the very bottom of the page is a sec-tion for setting up hourly pay rates.

For more information, go to:www.support.mindbodyonline.com and search for “Setting class and hourly pay rates”.

Review permissiongroups*Available to subscription levels Pro and above.

Use this page to customize varying levels of access to the software for your staff.For example: a front desk admin vs a manager.

For more information, go to:www.support.mindbodyonline.com and search for “Staff permissions explained”.

Set up staffTask How to find it More info

Home > Staff > Staff Member > Class and Hourly Payrates

Home > Staff > Staff member > Enter log in and password > Save

Home >Staff >Add Staff

Home > Manager Tools > Staff Permissions

Set up Classes

We strongly suggest you group your classes together based on price. If you have a class that is a different price point, it should go in a new, separate Service Category.

For example: You offer three classes. The drop-in fee for each class is $15, $25 and $25, respectively. You will group Class Two and Class Three together. Class One will go in a separate service category. To personalize your service categories, select the rename link, type in the new category name and hit Enter.

For more information on the organizing your services, go to support.mindbodyonline.com and search for Classifying and organizing your services before adding service categories.

the first step is to create service categories

Add your Classes continuedTask How to find it More info

Add classes After you’ve entered your service categories, you’ll want to enter in your classes names. Find the correct service category and +Add your class under it.

For more information, go to:www.support.mindbodyonline.com and search for “Classes: Add a new class”.

Schedule your classes Now that you have created your classes, you are ready to schedule them. Click the “Schedule it!” link to the right of the class that you want to schedule first. This will bring you to the Manage Schedules screen. Click the “Schedule this class” button at the top right.

Note: If you have already created other sched-ules for this class, you’ll need to click the “# classes scheduled” link (e.g., 2 classes sched-uled), and then the “+ Add a schedule” link at the bottom left.

For more information, go to:www.support.mindbodyonline.com and search for “Classes: Scheduling classes”.

Add pricing Final step is to add your single class, mutiple & unlimited class passes, and contracts/autopay pricing.

For more information, go to:www.support.mindbodyonline.com and search for “Classes: Adding pricing”.

My Notes:

Home > Services and Pricing > Classes > +Add a Class

Home > Services and Pricing > Classes > +Add a Schedule

Home > Services and Pricing > Classes > +Add Pricing

the first step is to create service categories

We recommend grouping your services based on similar types of services.

As opposed to classes, appointments should be organized how you want clients to see your services grouped together.

Let’s say you offer Massage, Haircuts and Waxing. Each should be their own Service Category. Within each service category is where you will create the specfic appointment type.

For more information on the organizing your services, go to support.mindbodyonline.com and search for the “Classifying and organizing your services before adding service categories” article.

Set up Appointments

Add your appointment types

Appointment types are the names of the appointments your clients can book. For example, if you made Facials a service category, then one of the appointment types within that service category could be “60-minute Signature Facial.”

For more information, go to:www.support.mindbodyonline.com and search for “Appointments: setup, assign availability and pricing”.

Set up staff pay rates Use this page to tell the system which staff can perform which service, and set up the system to track their pay as a flat rate or percentage rate per appointment.

For more information, go to:www.support.mindbodyonline.com and search for “How to set up appointment pay rates”.

Add staff schedules This page is where you can enter staff schedules and availability.

For more information, go to:www.support.mindbodyonline.com and search for “Appointments: Scheduling staff appointment availability”.

My Notes:

Add Appoinments continuedTask How to find it More info

Home > Services and Pricing > Appointments > Service category > Add an Appointment type

Home > Services & Pricing > Appointments > Assign Staff

Home > Staff > Staff member> Appointment availability

Add an enrollment service category

An enrollment is when a staff member offers a service to multiple clients at once. Enrollments differ from classes in that clients are encouraged to sign up for all instances of the enrollment, which usually has a defined start and end date. Some examples of enrollments are weekend workshops, services that students attend for an entire semester, and teacher training pro-grams. Consider the uniqueness of the service and the price when you create your enrollment service categories.

For more information, go to:www.support.mindbodyonline.com and search for “Enrollments: Adding enrollment (workshop) service categories”.

Add and schedule an enrollment

Follow this workflow to indicate the name of your enrollment/workshop, the instructor, and when it occurs on the schedule.

For more information, go to:www.support.mindbodyonline.com and search for “Enrollments: How to set up enrollments”.

Add pricing Once you have scheduled your enrollment, you are ready to assign pricing.

For more information, go to:www.support.mindbodyonline.com and search for “Enrollments: How do I assign a pricing option to an Enrollment?”.

My Notes:

Set up EnrollmentsTask How to find it More info

Home > Services and Pricing > Enrollments > +Add new a Service Category

Home > Services and Pricing > Enrollments > Find the correct enrollment name > +Add Pricing

Home > Services and Pricing > Find correct service category > + Add an enrollment > + Add a Schedule

*not available to all subscription levels

Add an arrival service category

Arrivals are common for gyms or other busi-nesses where clients pay for access to the fa-cility/equipment, but are not being supervised by an instructor/practitioner

Pro Tip! Arrivals categories can also be used to set up memberships that pay for a variety of services offered at a facility.

For more information, go to:www.support.mindbodyonline.com and search for “Adding arrival service categories”.

Add pricing Once you have added an arrivals service category you are ready to set up pricing options to pay for visits. Expand the service category section and then, click the link to add a pricing option. You can choose a single session, multiple sessions, un-limited sessions, or a contract/autopay.

For more information, go to:www.support.mindbodyonline.com and search for “Arrivals (video tutorial)”.

Set up ArrivalsTask How to find it More info

My Notes:

Home > Services and Pricing > Arrivals > Correct Service Category > Add Pricing

Home > Services and Pricing > Arrivals

*not available to all subscription levels

Add retail products This page is where you can add your infor-mation, pricing, and inventory for your retail items.

For more information, go to:www.support.mindbodyonline.com and search for “Adding Products (video tutorial)”.

Set up gift cards Add gift cards to your system here. These can be sold in the store or online.

For more information, go to:www.support.mindbodyonline.com and search for “Prepaid gift cards”.

Create packages Packages allow you to bundle a set of services and/or products together. For example, you could have a Spa Day package that includes a facial, a massage, and a bathrobe to take home.

For more information, go to:www.support.mindbodyonline.com and search for “Creating packages (video tutorial)”.

Set up Additional PricingTask How to find it More info

My Notes:

Home > Manager Tools > Gift Cards

Home >Products > Add a product

Home > Manager tools > Contracts & Packages

You’ve finished the basic setup. Woo hoo!

Finish up by completing the tasks and watching tutorials in the Everyday use and Final steps sections in your Setup Checklist.