Tagged: account
140 documents
clear filterDetermining your locations
Calculate your total billable Mindbody locations by counting locations within each Site ID you connect, accessible through Manager Tools/Settings/Business Information.
Automation Alert Reports
Alert reports notify you of errors in automations and can be scheduled daily or immediately. Configure frequency and recipient email addresses in your account settings.
Adding an app connection
Steps for establishing new app connections in APIANT through the editor or Connections screen, including creating default connections and adding multiple accounts per app.
Batch Jobs
Scheduled execution of assemblies at regular intervals using Cron, daily, or hourly scheduling for recurring background tasks like feed refreshes and data synchronization.
Account Management
Account management covers user profile administration, team collaboration settings, billing details, and security options for controlling access to your APIANT workspace.
Automation Alert Reports
Automated alert reports notify you of errors in your automations, with direct links to retry failed tasks and customizable delivery frequency and recipient email addresses.
Connecting app accounts
Enabling users to establish app connections directly within form automations using the Human Interaction app's connection workflow action.
Test Account Selection
Control which connected service account runs during testing by selecting from a dropdown when multiple accounts are configured for an app.
Development System
Separate development system for teams to build and test automations without affecting production systems, with publishing workflow to production systems.
Adding a Licensed User
Steps to add paid Zoom users to your main account and assign them host licenses so they can be connected to your ZoomConnect integration.
Automation Alert Reports
Configure how and when APIANT sends you alert reports for automation errors, including frequency settings and recipient email addresses.
Assembly editor settings
Configure assembly editor behaviors including scroll speed, grid snapping, service account visibility, data reuse optimization, automatic module execution, and debug mode options for diagram construction.
Change password
Update your account password through the Manage account menu by entering your current password and confirming your new password.
Catalog
Left sidebar panel in the assembly editor displaying available modules, assemblies, and subassemblies organized by community and personal collections with search and filtering capabilities.
ClassPass Support (version 3.03)
Configuring ClassPass integration with Zoom meetings in ZoomConnect version 3.03, including enabling the ClassPass client option and manually sharing Zoom meeting links through ClassPass.
Account Management
Account management interface in the Assembly Editor is identical to the Automation Editor — see the Automation Editor documentation for account creation, switching, and role management.
Default Rate Limit
Connection-level rate limits control how frequently HTTP calls can be made from an app, enforced either per connection or globally across all accounts and connections in the system.
Alert email options
Configure email alert notifications for automation timeouts and processing errors, including options to disable alerts and manage suppressed alert types.
Execution history
View detailed records of each automation execution including processed rows, errors, billing units, and searchable history with retention based on system configuration or subscription plan.
Form Templates
Reuse form designs by saving and loading templates from a shared catalog, with options to make templates public or publish them across environments.
Billing by Bookings
Version 4 changes billing to count client bookings in virtual classes instead of API tasks, with monthly reset and real-time tracking in your account dashboard.
App Assemblies
App assemblies handle user credential collection and validation for API integrations, supporting patterns like no authentication, user-entered credentials, and OAuth workflows.
Disconnecting an app account
Removing connected app accounts and the impact on active automations linked to those accounts.
API Credentials Management
Encrypted storage system for API credentials and OAuth secrets accessed from the Admin Console or Assembly Editor, with import/export functionality and keyvault value retrieval modules.
Deploying templates
End users can deploy templates from the catalog with one click, and system staff can manually distribute templates across multiple user accounts.
Close account
Steps to permanently close your APIANT account, cancel your subscription, and optionally delete all associated account and automation data.
Manage MBO Rooms with multiple Zoom accounts
Troubleshoot Mindbody room assignment issues by resolving unreleased rooms and scheduling conflicts that prevent classes from properly booking available spaces.
Comprehensive Guide on Handling Orders Without Customer Data Sync in ShopConnect and Mindbody Integration
Orders placed through Shopify without customer data sync are assigned to a placeholder account in Mindbody, requiring manual reassignment to actual customers for accurate records.
Linked Accounts
Managing multiple Mindbody locations by switching between a master parent account and linked child accounts to view each location's automations and data.
Trigger settings
Configure how triggers function using their settings, including selecting app connections and creating new ones to fetch data from external applications.
Configure your timezone
Your account timezone determines how date and time values are interpreted across automations and scheduled tasks throughout the platform.
Exporting assemblies and modules
Account holders with export permissions can download assemblies and modules as files via right-click menu or the File menu, then import them into other systems.
Editing connection notes
Add custom notes to app connections for storing reference information and reminders about how each integration is configured.
Manual updates and bookings
Manually trigger Zoom meeting creation and client registration for classes to ensure booked participants receive confirmation emails through a dedicated automation.
Download subroutine XML
Export a subroutine's XML definition to diagnose field mapping issues and inspect the underlying structure of your assembly components.
AppConnect
No-code integration platform connecting Mindbody to 5,000+ apps via Zapier with 27 prebuilt connectors, real-time webhooks, enriched data payloads, and multi-location support.
Version 1.30 Enhancements
Multi-brand HubSpot organizations can now route synced Cliniko data to specific business units using new integration settings that enable accurate brand-based data assignment.
Publishing templates
Process for publishing automation templates to the templates account, with different procedures for non-development and development systems.
App Connections
Configure encrypted credentials for third-party APIs and services that your automations interact with, supporting multiple named connections per app.
Development Server
Separate development server for teams to build and test automations without affecting production systems, with publishing workflow to production servers.
Datafiles
Capture automation data into daily CSV files for export to external tools like ChatGPT, organized by topic with configurable columns and file size limits.
Email Customization - Version 3
Customize email text sent to clients and instructors in ZoomConnect Settings using the email custom text editor with instant save functionality for versions 3.03 and 3.5.
Features that are not supported in ShopConnect
ShopConnect does not synchronize gift cards between platforms, and refunds require manual processing on both systems. Mindbody packages are not supported but can be replicated using Shopify collections.
Manually refresh classes
Trigger an immediate synchronization of Mindbody class changes to Zoom meetings using the Refresh Classes option, bypassing normal automation delays and addressing system issues.
Importing assemblies and modules
Methods for importing previously exported assembly and module files into your account, including context menu and File menu options.
Participant reports
Zoom meeting participant reports deliver attendee data via email in HTML and CSV formats, with basic details or advanced metrics including join times, duration, and attendance information.
Settings annotations
Control which trigger and action settings display to end users during template deployment and initial automation configuration, with optional annotation text.
Search by action setting
Search automations for actions with specific named settings and values, like finding all actions where scope is set to My account.
Finding Zoom meetings
Multiple Zoom accounts create meetings in their respective mapped accounts, requiring you to select the correct user email and view that user's meeting link rather than the main account's meetings.
Importing an automation
Restore previously exported automation files to your account using the Import menu, choosing between standard import to update existing automations or create new to duplicate them.
Deploying automations
Copy automations to one or more accounts, with optional linking to enable batch updates and track deployment history across your system.
Forgot password
Password recovery process for resetting forgotten account passwords via email link sent to your registered email address.
Default automation settings
Configure default settings for new automations including error handling, logging, and execution parameters through your account settings menu.
Latch groups
Synchronization mechanism allowing parent automations to execute multiple child automations in parallel and wait for all of them to complete before continuing processing.
Unlinking deployed automations
Disconnecting deployed automations from their parent instances to prevent automatic updates and preserve account-specific customizations made to child automations.
New features in version 4
Summary of major enhancements in ZoomConnect v4, including multi-site support, SMS messaging, configurable notifications, and on-demand recording.
Multiple Zoom Accounts
Configure scheduling privileges across multiple Zoom accounts to view and manage all meetings from linked accounts in the Zoom desktop app, mobile app, and web interface.
Email Delivery Report
Tracks email delivery status for messages sent through APIANT, including whether emails were delivered and opened by recipients, with approximately 15-minute reporting delays from email providers.
Search by field mappings (cloned)
Locate actions containing specific values in their input field mappings by searching across automation configurations.
Shared Zoom meetings
Configure virtual classrooms across multiple Mindbody locations by ensuring teacher consistency, matching room names, aligning time zones, and maintaining separate Zoom licenses per overlapping class.
Protocol Thread Triggers
Server-side always-running threads that maintain persistent connections using SDKs, with two variations: Unary threads handling all data for an app, and Per-Trigger threads with one thread per active automation.
Service Accounts
Service accounts in the assembly editor group multiple API connections under a single named context so credentials can be rotated or scoped without touching each module individually.
Linked Accounts
Manage multiple separate APIANT accounts within a single organization by linking child accounts to a parent master account and switching between them.
Turning off PMI
Disabling the Personal Meeting ID setting in Zoom to enable meeting registration and ensure unique meeting IDs for ZoomConnect integrations.
CalendarConnect: Calendly → Mindbody
Turnkey one-way integration that automatically creates Mindbody appointments from Calendly bookings with real-time sync, client profile creation, and custom question mapping.
BOT - "Zoom meeting"
Automatically creates or updates Zoom meetings for a class and registers all signed-up clients. Add this BOT to resolve missing meetings or registration issues.
Emailing recording links
Configure APIANT to automatically email Zoom recording links to participants after meetings complete, with required Zoom account settings and integration options.
Downloading the automation XML definition
Export an automation's XML definition through the gear menu to review field mappings and diagnose configuration issues when you have Assembly Developer permissions.
External account association
Link user identities between your business system and the chat widget by appending query parameters to the embed URL or storing values in browser local storage.
Send start link to APIANT account email
ZoomConnect version 4.0 introduces a new feature allowing users to easily send the instructor start link to their APIANT account email address. Discover how to enable this convenient email setting and streamline your ZoomConnect experience.
Reconnect your Zoom account
Process for reestablishing your Zoom account connection in APIANT, including authorization steps and post-reconnection actions like refreshing meeting lists.
Templates dashboard
Central interface for creating, organizing, and publishing automation templates to a catalog, with options to control template visibility and deploy them to user accounts.
Export subroutine
Download a subroutine as a file for transfer to another system, available to users with Export permission.
Tenants and Linked Accounts
Multi-tenant architecture allowing a single server to host multiple isolated organizations with separate databases and user accounts, plus the ability to link child accounts to parent accounts within a tenant.
Managing stored data
Access and manage automation scope data stored in your account, including searching entries and performing row-level actions like deletion and editing.
Webhook Triggers
Webhook triggers enable automations to execute immediately when third-party systems push data via webhook URLs, supporting both manually configured and API-registered webhook variations.
Settings
Configure your ZoomConnect account settings across multiple categories, including general preferences and system options. Changes take effect immediately without preserving previous values.
Manage account data
Access and search automation data stored at the account scope, with options to filter by column, sort by creation date, and perform individual row actions.
Rate limits
API connections enforce limits on how frequently calls can be made to external services. Administrators can override default limits per connection to accommodate higher tier API plans or custom agreements.
The "templates" account
Special system account used to maintain the template catalog and optionally deploy templates to user accounts, accessible via direct login or account switching.
Resend a Zoom meeting join link
Resend Zoom meeting join links to registered attendees individually or in bulk using the registration information panel or by copying confirmation emails.
Handling Customer Data Between Shopify and Mindbody
Explains how customer data syncs between Shopify and Mindbody during order processing, including prerequisites, matching logic, handling missing email addresses, and subscription plan requirements.
SMS text messages
Sending Zoom join links via SMS text messages to clients as automatic reminders or on-demand through bots, with provider setup and client notification preferences.
Reconnecting an account
Reestablish connections to third-party accounts that have expired or lost synchronization with the APIANT platform using the reconnection tool.
Trigger/Action Commonality
Shared capabilities of trigger and action assemblies including API credential handling, error handling behavior, and configuration settings exposed to automation editors.
Multi-Factor Authentication
Secure account access by enabling time-based one-time passwords generated through authenticator apps, requiring additional verification during sign-in.
Publishing content to production
Process for deploying assemblies and modules from development to production systems, including selecting destination systems and tenants with automatic account mapping.
Sign out
Account sign out removes your session and returns you to the login page, accessible via the account menu in the top right corner.
Share a subroutine
How to grant other accounts access to your private subroutines using the Share option and permission controls.
Sharing connections with linked child accounts
Parent accounts can share connections with all linked child accounts by enabling a sharing option when viewing each connection's details.
How to Enable Shopify Refund Notifications with Mindbody Contact Logs
Set up Shopify refund notifications in Mindbody by creating a contact log type, extracting IDs from Mindbody, and configuring ShopConnect settings to automatically log refund details.
Developer options
Access debugging tools, API documentation, and execution options for assembly developers, including trace logs, webhook monitoring, and code references for Java JSP extensions.
Stop sharing a subroutine
Revoke access to private subroutines by stopping sharing with all accounts at once or selectively removing specific account permissions.
Switch subscription plan
Process for changing your subscription plan through the account management menu and switching to a different plan tier.
CRMConnect: Cliniko → HubSpot
Synchronize client information between Cliniko and HubSpot with CRMConnect's turnkey integration solution. Supports patient, contact, appointment, and invoice syncing with practitioner email caching and configurable deal owner assignment.
Sharing private content
Enable other accounts to access your private catalog items by granting read or write permissions through the sharing interface.
ZoomConnect Mindbody Appointments - Setup and requirements
Integration setup for Zoom virtual appointments in Mindbody, including virtual appointment identification, Zoom account mapping, resource and session type association, and room requirement configuration.
Webhook Validation
Implement custom webhook validation logic using Java JSP code in the plugin editor to authenticate incoming webhooks before processing.
Viewing connection info
Retrieve unencrypted connection details through the information icon, requiring password verification to view sensitive data for troubleshooting purposes.
Tenants and Linked Accounts
Multi-tenant architecture allowing a single server to host multiple isolated organizations with separate databases and user accounts, plus the ability to link child accounts to parent accounts within a tenant.
Export an automation
Download an automation and all its dependencies as a portable file for transferring between systems or sharing with other users.
Zoom On Demand for recordings
Zoom On Demand lets you create and manage on-demand recordings within your Zoom account for later playback and sharing with participants.
Viewing shared connections
Access and view app connections shared from parent accounts or system setup accounts through dedicated tabs in your connections interface.
03C - Cancelled appointment booking (instant) In Mindbody → _zapier
Webhook event triggered when an appointment booking is cancelled in Mindbody, delivering instant updates to Zapier workflows with complete appointment, client, and location details.
Taking ownership of an assembly
Administrators can take ownership of assemblies they do not currently own through the catalog context menu, making themselves the assembly author.
Rate Limits
Enforce request throttling across automations using named rate limiters with configurable scope levels, from single automation to entire tenant system.
Update credit card
Billing card changes are made through the account management section, accessible via the profile menu at the top right of your workspace.
04 - New sale (instant) In Mindbody → _zapier
Triggers when a sale completes in Mindbody, providing client information, transaction details, items purchased, payment amounts, and sale metadata.
Integrating Mindbody Gift Cards with Shopify Using ShopConnect
Synchronize Mindbody gift card products with Shopify using ShopConnect to enable online sales, then manually issue actual gift cards in Mindbody after purchase confirmation.
Embed Inline
Embed APIANT Inline in your page: backend-issued link token for end-user identity, install automation bundles by folder name, manage automation state.
Linked Accounts
Manage multiple Mindbody locations by switching between a master parent account and linked child accounts using the account menu interface.
Update personal information
Modify your account details including name, email, and phone number through the Manage account menu in your account settings.
04B - New sale line item (instant) In Mindbody → _zapier
Webhook event triggered instantly when a new sale is recorded in Mindbody, providing comprehensive details about the client, transaction, purchased items, and payment information for downstream automation.
Protect an automation
Protecting automations prevents editing on production systems while allowing changes only on development environments, ensuring stability and control.
Managing Retail Product Variants and Sync Behavior in ShopConnect
Handling product variants and barcode synchronization in ShopConnect, including managing SKU updates, resolving sync conflicts, and adding variant options to existing retail products.
04C - New sale itemized payment (instant) In Mindbody → _zapier
Triggers when a new sale is recorded in Mindbody, providing client details, transaction information, itemized payment data, and staff member responsible for the sale.
Upload a logo
Upload a custom logo image to your account for use in automations, available on supported subscription plans.
Protecting output data
Restrict module output data visibility to assembly owners only, preventing other account users from viewing sensitive information in editors, logs, and debug mode.
Publish template to production
Publish automation templates from development to production systems using gear or group menu options, selecting destination systems and tenants.
View subscription usage
Monitor your subscription plan limits and monthly usage counts on the dashboard, with automatic email alerts when approaching or exceeding your allotted quota.
Managing the Sending of the Mindbody Password Reset Email
Control whether ShopConnect automatically sends password reset emails to new Mindbody clients created from Shopify purchases, enabling faster account setup and login access.
Manually pushing Mindbody orders to Shopify
Manually trigger the transfer of Mindbody orders to Shopify by selecting a date range, filtering by location and sales type, and confirming which orders to sync.
Groups
Collapse and organize related automation actions into groups to simplify workflow visuals and hide implementation details from specific users.
Publish template
Publishing template automations makes them available in the templates account for authorized users to organize, categorize, and share with others.
Share an automation
Enable other system account users to access and save their own copies of your automations through a shareable URL generated from the gear menu.
Your first automation
Building your first automation requires adding a trigger and an action. Start by selecting an app or system utility trigger, configure any settings, then add an action to complete the workflow.
Post Shopify Sales with Services to the Mindbody Online Store
Automate posting Shopify service sales to your Mindbody online store. Supports service-based transactions only, not retail products, due to Mindbody API limitations.
Open a trigger or action assembly
Access the assembly implementation for triggers and actions through right-click context menu if you have Assembly Developer or Switch Account permissions.
Explore our documentation
Central hub for navigating APIANT documentation by subscription type or task, with quick links to account management, automation building, app connections, and platform features.
Refreshing Product sync list when using the setting 'Fetch products Sellable Online Only'
Manually queue Mindbody retail products marked as Sell Online for immediate synchronization to your Shopify storefront without waiting for the standard 15-minute sync interval.
Supported functionality
APIANT Inline capabilities: domain-locked embed, backend-issued end-user identity, install automation bundles by folder name, theming, automation state management.
MailConnect: DonorPerfect → Mailchimp
Automatic integration syncing donor data from DonorPerfect to Mailchimp for segmented email campaigns and personalized nonprofit fundraising outreach.
ShopConnect Settings
Configure ShopConnect account settings including preferences and integrations through the account menu, with live-saving changes and contextual help for each option.
Shopify Collaborator Access
Collaborator access grants APIANT temporary Shopify store access for integration setup and troubleshooting without sharing owner credentials.
Using the 'Create New Products in Shopify' Setting
Control whether new Mindbody products are instantly created in Shopify during checkout, bypassing the standard 15-minute sync interval and ensuring immediate availability for sale.
Shared App Connections
Sharing one connection from a parent account across all of a multi-location customer's linked child accounts — keeps config simple and applies one rate-limit budget across every location.
Templates & Template Deployment
Pre-built automation logic that can be deployed and reused across multiple accounts while maintaining a single source of truth for updates.
Assembly Development Cycle
Assembly developers submit work for review to designated reviewers, receive feedback via email with annotations, and iterate on changes through a structured review workflow.
Alert Mappings
Alert mappings generate descriptive messages in email reports when triggers, actions, or automations fail, configurable at trigger/action, automation, or system level.
Keyvalue Storage
Generic database storage mechanism organized in a five-level hierarchy of scopes, key groups, keys, value names, and values with modules for inserting, retrieving, and deleting data.