Client Profile Data - Mindbody API

This dataset contains detailed information about a client's profile in Mindbody, including personal details, contact information, membership status, preferences, and system-generated identifiers.

Payload Structure

Client Personal Information

• FirstName (string) – Client’s first name.
• MiddleName (string) – Client’s middle name.
• LastName (string) – Client’s last name.
• Gender (string) – The gender of the client.
• BirthDate (string, ISO 8601) – The client’s date of birth.
• Status (string) – The client’s status in the business (Declined, Non-Member, Active, Expired, Suspended, Terminated).
• IsCompany (boolean) – Whether the client represents a company (true/false).
• IsProspect (boolean) – Whether the client is a prospect (true/false).
• LiabilityRelease (boolean) – Whether the client has signed a liability waiver (true/false).
• LiabilityAgreementDateTime (string, ISO 8601) – Timestamp when the liability agreement was signed.
• LastModifiedDateTime (string, ISO 8601) – The UTC date and time when the client’s information was last modified.

Client Contact Information

• Email (string) – Client’s email address.
• MobilePhone (string) – Client’s mobile phone number.
• HomePhone (string) – Client’s home phone number.
• WorkPhone (string) – Client’s work phone number.
• WorkExtension (string) – Client’s work phone extension.

Client Address Information

• AddressLine1 (string) – Primary street address.
• AddressLine2 (string or null) – Secondary street address.
• City (string) – Client’s city.
• State (string) – Client’s state.
• PostalCode (string) – Client’s postal code.
• Country (string) – Client’s country.

Client Activity & Membership

• HomeLocation (string) – The client’s home location.
• MembershipIcon (integer) – ID of the membership icon displayed for the client.
• Active (boolean) – Whether the client profile is active (true/false).
• LockerNumber (string) – The client’s assigned locker number.

Client Preferences & Alerts

• AppointmentGenderPreference (string) – The gender of the staff member with whom the client prefers to book appointments.
• RedAlert (string) – Any red alert information entered by the business owner for the client.
• YellowAlert (string) – Any yellow alert information entered by the business owner for the client.

Client Financial Information

• AccountBalance (float) – The client’s current account balance.
• ClientCreditCard (string or null) – The client’s stored credit card details.
• SalesReps (array) – A list of sales representatives assigned to the client.

Client Engagement & Referral

• ReferredBy (string) – Specifies how the client was referred to the business.
• ProspectStage (string) – The client’s prospect stage.
• ClientIndexes (array) – IDs of the client’s assigned client indexes and index values.
• ClientRelationships (array) – Information about relationships between clients.

Client Emergency Contact Information

• EmergencyContactInfoName (string) – Name of the emergency contact.
• EmergencyContactInfoEmail (string) – Email address of the emergency contact.
• EmergencyContactInfoPhone (string) – Phone number of the emergency contact.
• EmergencyContactInfoRelationship (string) – Relationship of the emergency contact to the client.

Client First Activity Details

• FirstAppointmentDate (string, ISO 8601) – Date of the client’s first booked appointment.
• FirstClassDate (string, ISO 8601) – Date of the client’s first booked class.

Client Notes & Preferences

• Notes (string) – Any staff-entered notes on the client’s account.
• LastFormulaNotes (string) – The last formula note entered for the client.

Client Communication Preferences

• SendAccountEmails (boolean) – Whether the client receives account-related emails (true/false).
• SendAccountTexts (boolean) – Whether the client receives account-related texts (true/false).
• SendPromotionalEmails (boolean) – Whether the client receives promotional emails (true/false).
• SendPromotionalTexts (boolean) – Whether the client receives promotional texts (true/false).
• SendScheduleEmails (boolean) – Whether the client receives schedule-related emails (true/false).
• SendScheduleTexts (boolean) – Whether the client receives schedule-related texts (true/false).

Client Identifiers

• Id (string) – The client’s barcode ID (if assigned by the business).
• UniqueId (integer) – A system-generated unique identifier for the client.

Client Custom Fields

• CustomClientFields (array) – Information about the business’s custom fields assigned to the client.

Summary

This dataset provides a comprehensive overview of a client's profile, preferences, activity history, and engagement within Mindbody. It ensures seamless integration with Zapier-powered workflows for automation, personalization, and business optimization.

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v1.4 Field Reference

Version: 1.4 | Status: No Change | Total fields: N/A

What's New in v1.4

• No changes. Inbound automation — receives data from Zapier and writes to Mindbody
• No outbound webhook payload to document