Platforms / Mindbody
Mindbody setup and consulting services
Sage Kite sets up Mindbody around how your studio turns first visits into members who stay. We map the path from intro offer to renewal, then build the pricing, follow-up, campaigns and reporting to match.
Studios and gymsNew or existing accountsFixed price, agreed up front
A member journey in MindbodyExample
- Intro offer booked onlineBooking
- Lead added to pipelineLeads
- Welcome texts and emailsCampaign
- First visit, met by staffYou
- Membership soldContract
- Missed visits flaggedAutomation
- Win-back or renewalCampaign
Automated in MindbodyKept with your team
Common starting situations
Mindbody fills the schedule. Keeping clients is where most accounts fall short.
- Intro offers that do not convert
Trial clients come once or twice, then leave without anyone following up.
- Leads that never reach Mindbody
Enquiries sit in inboxes and social messages, so nobody can see or chase them.
- Pricing options everywhere
Years of old offers and contracts are still on sale, confusing clients and staff.
- Members who leave quietly
Nothing flags when attendance drops, so cancellations come as a surprise.
- Marketing is one newsletter
No automated welcome, milestone or win-back messages, just an occasional blast.
- Reports nobody reads
You cannot see intro offer conversion or retention, so decisions are guesses.
These are rarely software problems. They come from setting Mindbody up to take bookings and not to keep the clients who make them.
Three starting points
A new account, one that needs tidying, or a move to Mindbody.
New Mindbody setup
You are opening on Mindbody and want pricing and follow-up right from the first class.
- Services, pricing options and contracts planned
- Online booking connected to your site
- Intro offer follow-up and welcome journey
- Front desk trained on the daily routine
Account tidy-up
You have run Mindbody for years and the setup has grown messy.
- Audit of pricing, contracts and campaigns
- Old pricing options retired safely
- Lead follow-up and retention journeys built
- Reports on conversion and retention
Move to Mindbody
You are leaving another booking system or spreadsheets.
- Client and membership data cleaned first
- Pricing mapped to Mindbody pricing options
- Autopay transfer assessed in discovery
- Records checked after import
What we implement
What Mindbody setup covers.
Some features depend on your Mindbody plan or are add-ons. We confirm what yours includes during discovery.
Services, pricing options and contracts
Classes, appointments, pricing options, intro offers and membership contracts structured so clients can buy the right thing and nothing old is left on sale.
Online booking
Booking on your website, your listing on the Mindbody app and, where you use it, your branded app, set up so clients can book and pay in a few taps.
Lead management
Enquiries from your website and social channels captured in Mindbody's lead pipeline, with follow-up tasks so every lead gets a reply.
Intro offer conversion
A journey for new clients, with welcome messages, staff check-ins and a membership offer at the right moment, so trials turn into members.
Automated campaigns
Automated email and text campaigns for welcome, birthdays, milestones and inactive clients, sent to segments built from real attendance.
Retention and win-back
Alerts and campaigns for members whose visits drop off or whose memberships are ending, so the team can step in before they leave.
Messenger[ai] front desk
Mindbody's AI front desk set up with your answers, booking rules and limits where you use it, so it books and replies the way your team would.
Payments and memberships billing
Mindbody Payments, autopays, cancellation and late-cancel policies and retail set up so billing runs on time and policies are applied consistently.
Reporting and staff training
Reports on intro offer conversion, retention, attendance and revenue, and training so front desk staff and instructors use Mindbody the same way.
Custom website and brand design
We connect Mindbody booking to your existing website. We do not design websites or branding.
Which Mindbody plan?
The plan decides how much follow-up you can automate.
We recommend the smallest plan that covers how you sell and keep members. We do not earn commission on your subscription.
| What changes the setup | Starter | Accelerate | Ultimate |
|---|---|---|---|
| Price per location | From $99/month | On request | On request |
| Automated email and text campaigns | Not included | Not included | Included |
| Lead management | Not included | Not included | Included |
| Messenger[ai] front desk | Not included | Add-on | Included |
| Branded app | Not included | Add-on | Add-on |
Based on Mindbody's published plan comparison, September 2026. Mindbody also offers an Enterprise plan, and onboarding is included on every plan with no setup fee. Check Mindbody's pricing page before you buy.
How it works
How a Mindbody project runs.
- 01
Discovery
Your services, locations, current account, plan and who signs off.
- 02
Proposal
Deliverables, exclusions, milestones and a fixed project price.
- 03
Journey map
Pricing, intro offer, lead and retention rules agreed.
- 04
Build
Pricing, booking, lead follow-up, campaigns and reports.
- 05
Test
Test bookings, purchases and campaigns run end to end.
- 06
Handover
Front desk and manager training, documentation and optional maintenance.
Before and after
What we need from you, and what you receive.
What we need
Confirmed during discovery
- Owner or admin access to Mindbody, or your plan choice
- Your services, prices, intro offers and membership terms
- Exports from any booking system you are moving from
- Your current welcome and follow-up messages
- One person who signs off how the front desk works
At handover
Final scope set in your proposal
- A clean set of pricing options and contracts
- Online booking that works on your site
- Lead capture and follow-up in one pipeline
- Intro offer, retention and win-back campaigns
- Reports on conversion, retention and revenue
- Training for the front desk and managers
Is Mindbody right for you?
Mindbody suits businesses that sell classes, appointments and memberships.
Usually a good fit
Fitness studios, gyms, yoga and pilates studios, martial arts schools, spas and wellness centres, from single locations to growing groups, that want booking, payments, memberships and marketing in one place and value being listed on the Mindbody app.
Worth comparing first
If you mainly sell online programmes, courses or coaching rather than in-person visits, Kajabi may fit better, and we implement that too. Small teams should check that the plan with the features they need earns its cost. Discovery is where we tell you honestly which way we would go.
Specialist experience
Previous Mindbody work by a Sage Kite delivery specialist
Examples are being prepared. We publish only approved, attributed work. Each example will show:
- Specialist role and what they built
- Project context and delivery period
- Screenshots with client details removed
- Results only where there is evidence for them
Where Mindbody sits
The platform is one part of the growth system.
Mindbody runs bookings and memberships. The work around it decides what to change and brings in new clients. See how this fits fitness and wellness.
Questions
Mindbody consulting FAQs
Mindbody consulting
What does a Mindbody consultant do?
A Mindbody consultant helps a fitness or wellness business set up and run Mindbody around how it actually wins and keeps clients: pricing options and contracts, online booking, lead management, intro offer follow-up, automated campaigns, retention and reporting. Sage Kite starts by mapping the path from first visit to renewal, then configures Mindbody to match.
Doesn't Mindbody include onboarding?
Yes. Mindbody includes one-on-one onboarding and training on every plan, with no setup fee. That help focuses on using the product. We focus on your process: how intro offers convert, how leads are followed up, how pricing is structured, how members are kept and how you measure it.
Can you clean up an existing Mindbody account?
Yes. Common issues are years of old pricing options still on sale, intro offers with no follow-up, leads that never reach Mindbody, campaigns nobody set up and reports nobody reads. We audit the account, retire what is out of date, rebuild the follow-up and document how the front desk should use it.
How long does a Mindbody project take?
It depends on the number of locations, services and pricing options, and how much follow-up and reporting you need. Tightening one studio's setup is a much smaller project than a multi-location rebuild with a data move. Your proposal sets out the milestones and dates before work starts.
Scope and setup
Can you move our clients and memberships to Mindbody?
We clean and prepare client, membership and pricing data for import, and check the records afterwards. Moving active autopays depends on your current payment processor, so we confirm what is feasible in discovery before it is included in scope.
Can you set up intro offer follow-up in Mindbody?
Yes. We set up a journey for new clients, with welcome messages, reminders, staff check-in tasks and a timed membership offer, so trial clients are followed up consistently instead of when someone remembers.
Can you set up lead management in Mindbody?
Yes. We connect your enquiry forms to Mindbody's lead pipeline and set up follow-up tasks and stages, so the team can see every lead and what happens next. Mindbody lists the lead management dashboard as part of its Ultimate plan.
Can you set up Messenger[ai]?
Yes, where your plan includes it. Mindbody lists its AI front desk as included on Ultimate and as an add-on on Accelerate. We set it up with your answers, booking rules and limits, and review how it replies before clients rely on it.
Which Mindbody plan do we need?
Mindbody's Starter plan starts at $99 a month per location, and Accelerate, Ultimate and Enterprise are priced on request. Automated email and text campaigns and lead management come with Ultimate. We recommend the smallest plan that covers how you sell and keep members.
Working with Sage Kite
Is Mindbody part of ClassPass?
Mindbody and ClassPass are both part of Playlist. Many Mindbody businesses also list on ClassPass. We can set up how ClassPass fits your schedule and pricing, so it fills spare spots without undercutting your own members.
Is Sage Kite a Mindbody partner?
Sage Kite is an independent consultant. Mindbody is a trademark of its owner, and Sage Kite is not affiliated with, endorsed by or certified by Mindbody or Playlist. We work on your behalf and are paid by you, not by Mindbody.
What happens after the project?
You own the account and can run it. Handover includes training for the front desk and managers, and documentation of your pricing, follow-up and campaigns. Where it helps, Sage Kite offers maintenance with a defined support scope, and a marketing operations or social media VA to keep campaigns running.
Is Sage Kite only a Mindbody consultant?
No. Sage Kite is a business growth consultancy. Mindbody is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Mindbody runs bookings and memberships; the broader work decides what to change and brings in new clients.
Sage Kite is an independent consultant. Mindbody is a trademark of its owner. Sage Kite is not affiliated with, endorsed by or certified by Mindbody or Playlist.
Build Mindbody around how you keep members.
A discovery call looks at your current account or plan, where clients drop off today, and what a fixed-scope project would cover.
