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

  1. Intro offer booked onlineBooking
  2. Lead added to pipelineLeads
  3. Welcome texts and emailsCampaign
  4. First visit, met by staffYou
  5. Membership soldContract
  6. Missed visits flaggedAutomation
  7. Win-back or renewalCampaign

Automated in MindbodyKept with your team

Illustrative. Your member journey is mapped in discovery.

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.

ClassesPricing optionsContracts

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.

Booking widgetsMindbody appBranded app

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.

Lead capturePipelineTasks

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.

WelcomeCheck-insOffers

Automated campaigns

Automated email and text campaigns for welcome, birthdays, milestones and inactive clients, sent to segments built from real attendance.

EmailTextSegments

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.

Attendance dropsExpiring membershipsWin-back

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.

AI front deskBooking rulesGuardrails

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.

AutopayCancellation policyRetail

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.

ConversionRetentionTraining

Custom website and brand design

We connect Mindbody booking to your existing website. We do not design websites or branding.

Connected, not built

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 setupStarterAccelerateUltimate
Price per locationFrom $99/monthOn requestOn request
Automated email and text campaignsNot includedNot includedIncluded
Lead managementNot includedNot includedIncluded
Messenger[ai] front deskNot includedAdd-onIncluded
Branded appNot includedAdd-onAdd-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.

  1. 01

    Discovery

    Your services, locations, current account, plan and who signs off.

  2. 02

    Proposal

    Deliverables, exclusions, milestones and a fixed project price.

  3. 03

    Journey map

    Pricing, intro offer, lead and retention rules agreed.

  4. 04

    Build

    Pricing, booking, lead follow-up, campaigns and reports.

  5. 05

    Test

    Test bookings, purchases and campaigns run end to end.

  6. 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

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.