Selling to existing clients, new clients, and walk-in clients

With MINDBODY Express™, you can create and complete sales tickets for existing, new, and walk-in clients in seconds.

 

 

Contents 

 

Choosing your client type and finding the Retail screen

Existing clients

Existing clients are customers that have already been entered into your system. In order to complete a sale for an existing client, you’ll first need to find him or her in the system.

Here’s how:

    • Tap the retail icon.
    • Choose Existing Client (1).
    • Search for the client by name, phone number, or email address.
    • Find the client in the search results, and tap his or her name to continue (2).
    • This will bring you to the Retail screen.

 

   

 

New clients

New clients are customers who have not yet been entered into your system. In order to complete a sale for a new client, you’ll first need to add him or her into the system. 

Here’s how:

    • Tap the retail icon.
    • Choose New Client (1).
    • Enter the client’s first name, last name, and any contact information you wish. The client will be opted in to receive emails from your business by default (2). However, you can tap the checkbox to opt the client out of email communication.
    • Tap the “Continue” button at the top right. This adds the client to the system and takes you to the Retail screen (3).

     

 

Walk-in clients

Walk-in clients are customers who just want to buy products, without setting up a client record in your system. Make sure the customer does not want to purchase services, and then proceed with the walk-in sale.

Here’s how:

    •  Tap the retail icon.
    • Choose Walk-in (1).
    • This takes you to the Retail screen for the walk-in client, which will allow the client to buy only products (2).

 

  

 

Note: If a client wants to buy services, select New Client and add him or her to the system instead.

 

Adding items to the ticket

Top-selling items 

To add one of your twenty top-selling items to the ticket, tap the Top-sellers icon, which is shaped like a star. Scroll down through the list and tap any items you want to add to the ticket. Note: If you are selling to a walk-in client, no services will show up in the top-sellers list. 

  

Products

 

Searching for products: To search for a product by name, click the search icon (1). Enter at least one letter of the product’s name. Then, scroll through the list of products and tap any items you want to add to the ticket (2).

    

 

Using the barcode scanner: To add an item to the ticket using the barcode scanner, tap the barcode icon (1). Then, center the barcode within the guidelines. You’ll see the red scanner-line move up and across the barcode to add the item to the ticket (2). Note: To learn how to add barcodes to your products in your MINDBODY system, click here.

   

 

Services  

To search for service pricing-options, click the services icon, which is shaped like a person. Then, tap to select the service category the pricing option pays for. You’ll see a list of all available pricing options in that service category. Tap any pricing options you want to add to the ticket. Note: You can sell service pricing-options only to new and existing clients. Walk-in clients can buy only products.

 

 


 

Checking out 

The MINDBODY Express app currently supports the following payment methods:

  • Credit and debit cards
  • Cash
  • Check 
  • Prepaid gift cards
  • Account credit

Ask your client how he or she would like to pay.

  • Tap Check Out, below the sales ticket (1).
  •  On the Check Out screen, tap the method of payment your client wants to use (2).
  • If you process payment cards, then you can use a mobile card swiper compatible with the headphone jack on your iPad.
  • Input the payment card information, the check number, or the amount of cash tendered, and check out as you normally would.

 

 

To read more about accepting payment, click here.

 

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