Icons in MINDBODY Express™ for iPad

You'll find many different icons in MINDBODY Express™. This article will show you what they mean, and how you can use them.

 

Contents

 

Main menu and general navigation


Icon
Description
Tap this icon to go to the Schedule screen.
Tap this icon to go to the Retail screen.
  Tap this icon to look up a client.
  Tap this icon to go to the Recent Sales report.
  Tap this icon to open the Credit & Debit Sales report. You'll see it only if you have a MINDBODY merchant account processing, and permission to view credit and debit sales.
Staff members can tap this icon to go to their profile screens. It does not appear for owners.
  Tap this icon to go to the Support & Feedback screen. There, you can send us an email, access the users guide, submit a support request, or read the software service agreement. 
Staff members who have permission to switch between locations while logged in can tap this icon to do so.
Tap this icon to log out of this location in MINDBODY Express. 
  Tap the back arrow to return to the previous screen.  

 

 

 

Main Schedule

Icon Description
  Tap this icon to see everyone's schedule at this location. 
  Staff members can tap this icon to see their own schedule at this location.
  Tap this icon to see or set up a custom schedule view.
  Tap this icon to refresh the schedule, so that it updates with the newest information.
  This calendar icon will display the current date (e.g., on August 20, it will read 20). Tap it to return to the current day on the schedule.
  This client icon will display on booked appointments when the client who's scheduled to come in doesn't have a picture on file.
This red "no waiver" banner displays over a client's picture on their appointment if they have not yet signed the liability waiver

 

 

 

Appointments, classes, and enrollments

Icon Description
  This icon indicates that a red alert has been set in the client's profile. To read the alert text, view it in the appointment details, or go to the client's profile from a class or enrollment sign-in sheet. 
  This icon indicates that a yellow alert has been set in the client's profile. To read the alert text, view it in the appointment details, or go to the client's profile from a class or enrollment sign-in sheet.
  This icon marks a client's first visit to your business. 
  This icon shows that the client signed up online.
This icon displays in the appointment details when the client has not paid for the service.
  This icon displays in the appointment details when the client has paid for the service.
  Tap this icon to go straight to the client's profile. It appears to the right of each client's name on the Choose a Client screen, when you're booking an appointment or registering a client for a class or enrollment. 
Tap this icon from the Choose a Client screen to add a new client, and then sign them up for services.
 

 

To sign the liability waiver, tap this icon from the client's appointment details, or a class or enrollment sign-in sheet. Then, choose Sign Liability Waiver in the menu.
Tap this icon to begin the cancellation process for an appointment. 

 

 

Retail and checkout

Icon Description
  This icon displays when you're selling to a walk-in client.
Tap this icon to search for top sellers.
  Tap this icon to search for products.
 Tap this icon to use the barcode scanner.
  Tap this icon to browse service pricing options. 
  Tap this icon to delete the ticket.
  Tap this icon to begin the checkout process.
  Tap this icon to pay with the credit card that the client has on file.
Tap this icon to swipe the client's credit card. This option shows up only if you have the swiper plugged in and connected.
Tap this icon to key in the client's credit card.
 
Tap this icon when the client wants to pay with cash.
 
Tap this icon when the client wants to pay by check.
 
Tap this icon when the client wants to pay with a prepaid gift card.
Tap this icon when the client wants to charge the purchase to their account.
This icon appears only when you've discounted the item by 100%, or when you've set up the item to sell for free through Business Mode. Tap it to comp the sale. 

 

 

Clients

Icon Description
   
If a client does not have a picture loaded into your MINDBODY system, this client icon will show up in the client list and on their profiles instead.
   Tap this banner to allow the client to sign the liability waiver right from your phone. 
This icon displays if the client has signed the liability waiver. 
  Tap this icon in the top right corner of a client's profile if you want to edit the profile, add a new photo, manage alerts, manage notes, or start a new retail ticket. Then, tap your selection in the menu.
  This icon indicates that today is the client's birthday. It displays near the top of the profile screen.
This icon indicates that a red alert has been set in the client's profile. To read the alert text, view it in the appointment details, or go to the client's profile from a class or enrollment sign-in sheet. 
This icon indicates that a yellow alert has been set in the client's profile. To read the alert text, view it in the appointment details, or go to the client's profile from a class or enrollment sign-in sheet.
 

 

 

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