CalendarConnect: Calendly → Mindbody

14min

Version 1.04

CalendarConnect is an innovative integration app designed to seamlessly connect Mindbody software with Calendly, utilizing Google Calendar to manage availability. This powerful tool streamlines scheduling for businesses by integrating these platforms, allowing for real-time updates and efficient appointment management.

With CalendarConnect:

  • Automatic Synchronization: Appointments booked through Calendly are automatically synced with both Mindbody and Google Calendar.
  • Real-Time Updates: Availability is updated across all platforms instantly, preventing double bookings and scheduling conflicts.
  • Enhanced Efficiency: Businesses can use Mindbody’s comprehensive management features alongside Calendly’s intuitive scheduling interface.
  • Centralized Availability: Google Calendar serves as the single source of truth for managing availability.

This integration is perfect for businesses seeking to optimize booking operations, improve client satisfaction, and maximize resource utilization.

Requirements

  • For businesses using multiple Calendly users, a subscription to Calendly's Teams plan is required to enable full functionality for all users within the CalendarConnect integration.
Document image



How to Enable Google Calendar Sync in Mindbody

To enable Google Calendar integration in Mindbody, follow the steps outlined in the official Mindbody support article.

This guide provides detailed instructions on setting up the integration, ensuring your Mindbody calendar syncs seamlessly with Google Calendar for efficient scheduling and management.

Document image

Document image



Enabling Google Calendar Sync for Mindbody Staff Profiles

Once your Mindbody site is set up for Google Calendar sync, the next step is to share the calendar from Mindbody to Google via the staff profile page.

Follow these steps to sync your Mindbody staff profile with Google Calendar:

  1. Enable the Google Calendar integration for your Mindbody site.
  2. Share the staff calendar from the Mindbody staff profile page to Google.

For detailed instructions, refer to the official Mindbody support article on sharing the Mindbody calendar with Google Calendar: Mindbody Google Calendar Integration Support Article

This integration ensures seamless scheduling and syncing of appointments across platforms.

Document image



Locating Mindbody Appointment Type Information

CalendarConnect relies on the assigned ID number of the Mindbody appointment type to map Calendly events to their corresponding Mindbody appointments using a lookup table.

If you need to update the list of appointment types, send an email to [email protected] with the following details:

  1. The name of the Calendly event name.
  2. The name of the Mindbody appointment type.
  3. The assigned ID number for the Mindbody appointment type.
  4. Navigate to the Services and Pricing menu in Mindbody.
  5. Go to the Appointments menu.
  6. Edit the Appointment Type to reveal the ID number in the URL displayed in your web browser.

Example:

  • Calendly Event name: Free 30-minute Remote Consultation
  • Appointment Type: Assessment
  • ID Number: 9

This ID number is essential for CalendarConnect to correctly link Calendly events to Mindbody appointments.

Document image

Document image

Document image



Locating Mindbody Staff Information

CalendarConnect uses the Gmail-enabled staff email and the staff ID number from Mindbody to correctly link booked Calendly events to the available appointment time slots in the staff's Mindbody calendar.

If you need to update the staff list, send an email to [email protected] with the following information:

  1. The staff email address from the Mindbody staff profile.
  2. The assigned staff ID number.
  3. Open the Mindbody staff profile page.
  4. Locate the staff ID number in the URL displayed in your web browser.

Example:

Providing this information ensures CalendarConnect can accurately synchronize appointments between Calendly and Mindbody.

Document image



CalendarConnect Settings

You can review your CalendarConnect settings by selecting this menu option under your account menu at the top right:

Document image


You can choose to view a category of settings from the dropdown list at the top:

Document image


Be careful while viewing the settings. This area is a LIVE area. Meaning if you click or change the data it is an instant save. If you make a mistake then just change it back and it will resave automatically for you.

Each setting has help information that appears when the row is moused over:

Document image


If you are unsure about a setting feel free to contact APIANT Support at [email protected]