Carmel 704-705-2610 DIlworth 704-372-7665 info@beyogaclt.com

MindBody Online Resources

Mindbody Online is the website that Be Yoga uses to communicate with our students, schedule classes, and receive payments for the services and classes we offer.  The website can be a bit complicated and unwieldy, but never fear- this MBO page is here!

Logging In

Before you can do much with MindBody Online, you will have to log in.  During your studio orientation, you’ll be given a Staff Login.

**Please let us know if you forget your user name or password and we can get it straightened out.

Screen Shot 2014-03-31 at 9.30.30 AM

 

Click “Log In” and you’re in!

Assign a Key fob

Assigning a Key Fob

When to give a Key Fob?  Any student that purchases a package or membership at Be Yoga should receive a Key Fob

How to assign a Key Fob?

1. Go to the person’s profile (click on their name):

 

2. Click on Edit Name:

 

3. Click on Assign:

 

4. Scan the pass, or enter the 4 digits manually (it doesn’t matter). Click save.

 

5. Click Save to save changes

 

6. Hand the person their fob and explain to them that it is connected to their account/name, not the class pass.

 

Gift Cards

Selling A Giftcard

Giftcards are a great idea for those who want to get their friends and family some Be Yoga love for them to choose how to use!  Here’s how to sell a Giftcard.

  1. Go to the  persons profile (click their name)
  2. Click on the “Retail” tabScreen Shot 2014-03-26 at 3.56.46 PM
  3. Click on “Payments/Giftcards”Screen Shot 2014-03-29 at 3.51.23 PM
  4. If the client is buying a $100 Giftcard, you may choose that option.  Otherwise choose “Gift Card Custom Price at $0.00”Screen Shot 2014-03-29 at 3.57.03 PM

 

5. Enter in the gift card either manually or with the scanner.  Then enter in the amount they’d like to put on the Gift Card.

Screen Shot 2014-03-29 at 3.58.18 PM

6.  Add the item and ring them out as you would for anything else.

Using a Giftcard

  1. Go to the  persons profile (click their name)
  2. Click on the “Retail” tabScreen Shot 2014-03-26 at 3.56.46 PM

 

 

3.  Either scan the GiftCard after clicking in this box, or manually type in the number.  Then click “Assign”

Screen Shot 2014-03-29 at 3.47.21 PM

4. Voila!  Now there is an account credit for them in the amount of the GiftCard.  You may now ring them out for something using “Account” as the payment method.

Pay for Another Client

Our clients love Be Yoga so much that they occasionally bring friends or family members they’d like to pay for.  This is definitely something that we can do!!  It’s very similar to if they’d pay for their own class, but there is one important difference.

If Elizabeth is paying for Brendan, we will go to the “Buy” section for Elizabeth. (IMPORTANT)  From there select “pay for another clients” as shown in the image below.

payforanotherclient

 

Find the client that they’d like to pay for.  In our example, find “Brendan” and select.  The retail screen will update to say “Paying for (that client)”

From here, you know what to do!  Ring them out the same way you would if they were buying their own class.

**Sometimes you’ll need to reassign payment once you’ve rung out the transaction (Changing Brendans payment method to the class Elizabeth bought for him**

Selling a Membership

Did you just sell a membership? Please follow these simple steps:

  1. Store the customer’s card in the profile.Screen Shot 2014-06-30 at 10.33.17 AM
  2. Send an email to mailto:kelley@beyogaclt.com and include in your EOS email to your manager, including:a. First and Last Nameb. Email address and phone numberc. Date that they would like have autodraft paymentsd. Any other pertinent info!

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