The "Buy First, Book Second" Journey for International Accounts
For international ShopConnect accounts without Mindbody merchant processing: how to over-communicate across Shopify and Mindbody emails so customers who buy in Shopify know to log in and book in Mindbody as a second step.
Overview
ShopConnect syncs purchases made in your Shopify store into Mindbody. For most accounts, the customer pays in Shopify and the order flows into Mindbody as a completed sale tied to their Mindbody client record.
International accounts that do not have merchant processing enabled with Mindbody work differently. Because payment cannot be processed through Mindbody, the experience becomes "buy first, book second":
- The customer buys the service, package, or membership in your Shopify store (payment is handled by your Shopify payment gateway).
- ShopConnect creates or matches their Mindbody client record and records the purchase.
- The customer then needs to log into Mindbody and book their appointment or class as a separate, second step.
That second step is the friction point. The customer just paid, and now an unexpected "password" email arrives from a software brand (Mindbody) they may not recognize. Without context, this can look like spam — and the customer never books what they already paid for.
The fix is to over-communicate at every touchpoint in the journey. This guide covers the three purchase-triggered emails to update, where to find each one, and ready-to-paste copy.
The master message
Use this as your core message. It's the same wording from the Managing the Sending of the Mindbody Password Reset Email guide, and it's the line you'll adapt across each email below. This is yours to edit — adjust the brand name, tone, and link to fit your business.
Thank you for making this purchase from our online store! Be on the lookout for your password email from our online booking software, **Mindbody Online**. Once you set your password, click **here** to book your appointment or class.
The word here should be a hyperlink pointing to your Mindbody Online booking page, so the customer can go straight from the email to booking. See Where should the booking link point? below.
The journey at a glance
| # | System | Role in the journey | |
|---|---|---|---|
| 1 | Shopify | Order confirmation | First message after purchase. Set the expectation: a separate password email is coming, and booking is a second step. |
| 2 | Mindbody | Forgot Login Information (the password-reset auto-email) | Where the customer gets their Mindbody login. Add context tying it to the purchase. |
| 3 | Mindbody | Welcome email | Onboarding reinforcement — restate the "now book your appointment" call-to-action. |
These three emails are all triggered by a purchase in Shopify — not by Shopify account creation — so they're the right places to communicate the buy-first-book-second journey.
Shopify plans: Shopify's Order confirmation notification template is editable on every Shopify plan via Settings → Notifications — no plan tier is required to edit the wording below. The separate Shopify Email marketing tool (for campaigns/newsletters) is a different feature and is not required here.
1. Shopify — Order confirmation email
This is the single most important touchpoint. It arrives seconds after checkout, while the customer is still paying attention.
Where to edit
- In your Shopify admin, go to Settings → Notifications.
- Under Customer notifications, open Order confirmation.
- Click Edit code (or use the visual editor if available on your store).
- Add the copy below near the top of the email body, above the order summary.
Ready-to-paste copy — this is the home of the master message; paste it as-is:
Thank you for making this purchase from our online store! Be on the lookout for your password email from our online booking software, **Mindbody Online**. Once you set your password, click **here** to book your appointment or class.
Link the word here to your Mindbody Online booking page.
2. Mindbody — "Forgot Login Information" email
This is the auto-email Mindbody sends with a client's login details. ShopConnect can trigger it automatically for new clients created from a purchase — see the Managing the Sending of the Mindbody Password Reset Email guide and the Send_mbo_password_reset_email setting.
This email is shared — do not replace its wording. Mindbody sends the same "Forgot Login Information" email whenever any client requests their login, not just buyers from your store, and Mindbody does not let you create a separate version per scenario. So leave the existing text intact and add a short, clearly-separated block that only speaks to customers who just purchased. A standard forgotten-password requester can simply ignore it.
Where to edit
- Log into your Mindbody Business account.
- Open your automated emails (see Mindbody's guide on setting up auto emails and texts) and locate the Forgot Login Information auto-email.
- Leave the existing content as-is and add the block below. The email already provides the client's username and password, so the block speaks to what happens after they log in.
Copy to add — insert it as its own block, set off with a divider so it reads as an optional, conditional note:
**Did you just make a purchase from our online store?** After logging in with the information above, click **here** to book the appointment or class you purchased — your purchase is already on file.
Link the word here to your Mindbody Online booking page.
3. Mindbody — Welcome email
Mindbody sends a Welcome email to new clients. There are two versions — a consumer-mode version (for clients who sign themselves up on your Mindbody consumer site) and a business-mode version (for clients created inside Mindbody Business). ShopConnect creates clients in business mode, so the business-mode Welcome email is the one tied to a purchase — that's the one to edit. The consumer-mode version is left unchanged.
Shared email — same rule as section 2. The Welcome email goes to every new client, not only buyers, and can't be branched per scenario. Leave the existing wording intact and add the same conditional block.
Where to edit
- In Mindbody Business, open your automated emails and locate the Welcome email (business-mode version).
- Leave the existing content as-is and add the block below.
Copy to add — insert it as its own block, set off with a divider so it reads as an optional, conditional note:
**Did you just make a purchase from our online store?** Log in to your account, then click **here** to book the appointment or class you purchased — your purchase is already on file.
Link the word here to your Mindbody Online booking page.
Where should the booking link point?
Every here link needs a destination: a web page with your Mindbody scheduler embedded. Mindbody provides this through Branded Web tools (formerly HealCode) — embeddable widgets for your class schedule, appointment booking, registration, and more. You add one to a page by pasting a snippet of code. There is no standalone hosted booking URL, so the link points to a page you control that has the widget embedded. There are two good places to host that page:
- Option 1 — A "Book Now" page inside Shopify (for Shopify-only stores). Available on Basic, Grow, Advanced, and Plus (including grandfathered Basic plans) — any plan with Online Store 2.0 themes. It is not available on the lightweight Starter plan, which has no custom theme sections; Starter merchants should use Option 2 instead. To set it up, create a Shopify page (Online Store → Pages), embed the Branded Web widget, and point the here link to that page. Shopify's default page editor strips
<script>tags, so add the widget through a Custom Liquid section in the theme editor — see Shopify's guide on customizing sections in the theme editor (or edit your theme code directly). Add the page to your main navigation menu so customers can find it outside the email, too. - Option 2 — Your own website. If you already run a website (Squarespace, Wix, WordPress, etc.), embed the Branded Web widget on a page there and point the here link to it.
Branded Web widgets are embed-only — you paste a code snippet into whichever page you choose. See Mindbody's guide on putting branded web tool widgets on your site.
Putting it together
When all three emails carry consistent language, the customer sees a single coherent story instead of disconnected, confusing messages:
- Shopify order confirmation: "Thanks! A password email is coming — set it, then book."
- Mindbody forgot-login email: "Here's your login info — and if you just purchased, here's how to book."
- Mindbody welcome email: "Welcome — and if you just purchased, here's how to book."
The goal is that the customer is never surprised by an email and always knows the next action is to log in and book what they already bought.
Related settings & articles
Send_mbo_password_reset_email— controls whether ShopConnect triggers the Mindbody password-reset email automatically. See Managing the Sending of the Mindbody Password Reset Email.