Registration & Reporting in MindBody

A critical goal of the LoveYourBrain Yoga Program is to develop evidence-based practices, documenting the

benefits of yoga and meditation for TBI rehabilitation. We count on you, as a studio partner, for timely and

accurate reporting of program participation. Here’s a simple step-by-step guide to registering students and

reporting participation using MindBody.

Objectives

● Studio partners to record weekly attendance of FUNdamentals series and report to

LoveYourBrain following the completion of each series

● Studio partners to record attendance of LYB-friendly classes and report to LoveYourBrain

on a monthly basis

What to Report When

FUNdamentals Series Completed attendance sheet (with names of participants and weekly attendance)

Immediately following the 6th class of each FUNdamentals series

LYB-friendly Classes LYB-friendly class attendance on a monthly basis

1st of every month for the previous month

How to Register & Report in MindBody

1. Before the program begins, create a Pricing Option for $5 LoveYourBrain friendly

classes in your MindBody account. You will only need to complete this step once. a. Click on Services & Pricing

b. Create a Pricing Option (note: the example, Sangha Studio, is a donation-based -

studio; you may choose to name this pricing option something different)

2. Record & Report FUNdamentals series attendance

a. LYB will provide a list of registered participants at the start of each FUNdamentals series

b. Partner studio teacher records attendance on template provided by LoveYourBrain

c. Immediately following the final class, teacher submits copy of attendance sheet to

LoveYourBrain (along with invoice for $240)

3. Create New Client Profiles

a. Teacher or Studio Manager creates New Client Profiles for each participant who

completed the program. Completion is defined as having attended at least 4 of the

6 classes.

b. Create & add an Alert for each participant, with a note that they are LoveYourBrain

eligible (note: confirm that Alerts are enabled and if not, contact MindBody for details on how to enable alerts)

4. Processing LYB-friendly classes

a. When a participant attends and checks-in for a LYB-friendly class, the Alert will

appear next to his or her name indicating they are eligible for the $5 rate. To view

the alert, hover over the yellow or red alert button to view the details. The alert will

not be a pop-up screen.

b. Click on Buy c. Under Item Name, select LoveYourBrain Pricing Option

d. Process Transaction

a

5. Generating a report for LYB-friendly class attendance a. Choose Reports

b. Choose Sales by Service

c. Enter in date range for previous month

d. Under Filters, under Service Category, select the category for the $5 LoveYourBrain

option. (note: Sangha Studio has chosen Classes, though each studio’s categories may differ)

e. Under Filters, under Pricing Option, select the $5 LoveYourBrain Donation option (or

whatever you have chosen to label this).

f. Under Options, under the category View, choose Detail

g. Generate report (click Go!) h. Export to PDF and email to LoveYourBrain on the 1st of each month