To enable documents in MINDBODY...

Login to your MINDBODY account using a staff or owner credentials.

Navigate to Manager Tools - Settings - General Setup & Options - Client Management

Under Client Management there are 4 options to choose your configuration.




To view the uploaded documents from business mode of MINDBODY. Search for a client profile. Once in the clients profile your will see a link on the right called "Documents.




For clients to view Documents uploaded to the client account(if the setting is enabled), the client would login to the clients account. Navigate to My Info - Documents. This will allow the client to view and upload(if the settings are enabled) the documents.