Transcript of "Mindbody express i pad app check in workflow"
You can show all classes, or filter only for the classes that you run…. Let’s
start with all classes. Then we click on the class we’re checking in for at
Now our class is sign in is open and ready for attendees
From here a teacher can add a current client in the class by hitting
Register Client Button
Type in the client’s name
You can type in the first name and list of everyone named Randy will pop
Student is NOW SIGNED IN
Orange check box notes that he’s signed-in
Method of Payment is shown below (this might say 10 Pass Card)
Yellow or Red Alerts – possible to use these setting to indicate cash-only
NOW let’s add a drop-in student who is NOT in our system yet……
Instead of typing in a name…. New Student Button
Red indicates what’s necessary to fill in and grey is optional.
A nice feature to include is the email opt-in button as well.
HIT SAVE, student is added and shows as unpaid.
Drop in Student is added and shown as signed in
Unpaid Yoga is indicated and will stay on her account until paid up.
(maybe at front desk on her way out, or you can run a weekly report for unpaid items and send invoices
with link to online payment options.
Options could be … first class free… 10 pass card, etc. Account Coordinators can help you arrange your
setup as you like … or you can come back and add options on your own or with the help of 24/7 Customer
A teacher can also uncheck a student if needed
Just uncheck the box.
There is a way also, to teach your customers to do a self check-in through our
Client-facing app, MINDBODY Connect.
At any point you can let someone purchase
At the end of the class, you can then run through purchasing directly through the
Express iPad app
Payment can be made
directly with the app
(cash, check, credit
card, gift card,
A receipt is emailed to
the client or you can
sent to a receipt
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