1. Open the Mindbody Business app and select “Retail” from the bottom.

2. Select the student wanting to make a purchase (if they don’t have an account, create one by clicking the person icon with the + at the top).

3. Select “Services” then “Yoga or “Pilates”.

4. Search for “Drop-In”.

   *Dynamic Pricing is available upon request. This is a sliding scale for a drop-in ($16-26). To adjust the pricing, click into the Dynamic Pricing option once it’s in the cart.

5. Hand the phone to the student for them to confirm.

6. Add their credit/debit card info, then click “Next” and “Pay Now”

Follow the same instructions for a drop-in sale, except select “Products” instead of “Services”.

1. Open the Mindbody Business app & navigate to the “Retail” tab at the bottom of the screen

2. Check if they are an existing client by searching for their name. If they do not show up, go back and add them in as a new client

3. From the “Browse” tab at the top, select “Contracts”

4. Choose the membership option that they would like to purchase and select Check Out at the bottom

5. From the cart, select the membership option to open the settings

   a. If they would like to have the membership start at a later date, select the “Activate on” dropdown and find the date they would like it to begin. Select Done

   b. If you change the start date of the membership, select the “Contract Items” dropdown and deselect “Pay now”

   c. Click done to save the above changes

6. Click Next at the bottom & you will receive a popup “Hand this to the client, so they can review their cart”, click ok and give it to the student. They will select “I Agree” at the bottom and will be prompted to sign and select Next to confirm the amount. They will get a popup to hand the phone back to you

7. From the Payment Methods screen, select Credit/Debit. Input their card information and billing address

8. Select “Complete Sale” at the bottom of the screen (the total will be $0 if the membership starts at a later date & “Pay Now” gets deselected)

9. They are now a member and can begin booking classes through their Mindbody app!