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Learn how Mindbody Enrollments & Workshops differ from classes and understand how certain features like "Zoom meeting" and "Send email" BOTS do not work with workshops. Discover why clients signing up for workshops after the initial email will not receive

ClassPass Support (version 3.03)

Learn how to enable the "add Classpass client" option in ZoomConnect version 3.03 with this helpful document. Discover how to seamlessly integrate Classpass attendees into your Mindbody class by following step-by-step instructions. Copy and paste the Zoom

Push ActiveCampaign Contacts ➜ Cliniko Patients

01 - New client (instant) In Mindbody → _zapier

This event triggers when a new client is created in Mindbody

Embed Inline

Learn how to effortlessly embed and utilize the ingenious Inline feature on any web page with the help of this comprehensive code tutorial. Discover step-by-step instructions for creating an account, installing templates, and efficiently managing automati

Automation Alert Reports

Learn how to set up automation alert reports in your APIANT account with this informative document. These reports keep you informed about any possible issues with your automations and offer direct links to retry specific errors. By default, you'll receive

How to Add or Update a Mindbody Client from ActiveCampaign

Push contacts from ActiveCampaign to Mindbody using the updatembo tag — create new clients or update existing ones automatically.

Client can't find email in Gmail Inbox

Learn how to locate missing emails in Gmail and increase the chances of future emails reaching your Inbox. Discover the steps to find emails in the "All Mail" section and effectively manage your email client, including moving emails to the Inbox, starring

Collector

Learn how to use the Collector system utility app to effortlessly collect news articles from CNBC and send a daily email featuring all the articles from the past 24 hours. This step-by-step guide provides detailed instructions, accompanied by screenshots,

Cancellation emails

Optimize your cancellation email management with Version 4.0! Control the sending of cancellation emails for classes and workshops effortlessly. Seamlessly communicate essential information through Mindbody platform in just a few clicks. Take advantage of

Alert email options

Learn how to manage email alerts for timeouts and processing errors in our system. Discover how to disable and enable these alerts based on your preferences with a few simple clicks in the menu. Stay on top of your system's performance and troubleshooting

Automation Alert Reports

Learn how to configure automation alert reports in your APIANT account. Customize the frequency of reports and avoid email overload by following our guidelines. You can even send reports to multiple email addresses. Find out how in this helpful document.

BOT - "Send Client Emails"

Introducing the "Send Client Emails" client BOT for version 4 - a helpful tool for automatically emailing Zoom meeting details to all booked clients. Be cautious of duplicate emails if used alongside scheduled emails, but easily remove the BOT if needed.

Adding a Licensed User

Learn how to connect multiple Zoom accounts to the ZoomConnect integration by following these simple steps. Add the accounts as licensed users in Zoom, accept the invitations sent by Zoom, and ensure enough host licenses are available. Easily assign the l

Automation Alert Reports

Learn how to configure automation alert reports in APIANT and customize the delivery frequency and recipients. Find out how to avoid overwhelming email notifications by adjusting settings.

Array Data

Learn how to receive and display array data in a form with this comprehensive document. Discover how to generate sample array data using the "parse array elements from text" action, set up the form design including multi-input and line containers, and map

Email & SMS

Learn how to set up configurations for Email and SMS in this comprehensive document. Whether you need to personalize marketing emails or maximize customer engagement through SMS, our guide has got you covered. Start optimizing your communication channels

Email

Looking for solutions to common email problems? Check out our helpful articles, packed with guidance on troubleshooting and resolving email issues. From dealing with spam to fixing delivery errors, we've got you covered!

BOT - "Send Emails" v3

Learn how to use the "Send Client Emails" bot to automate sending Zoom meeting information to booked clients and instructors. Avoid duplicate emails by using the bot after regularly scheduled emails. Find out how to add the "Send Emails" client to your cl

Alert Mappings

Learn how to utilize the system's alert mapping functionality to generate informative alert messages in email reports. Discover the three levels at which alert mappings can be defined: trigger/action level, automation level, and system level. Explore how

Email & SMS

Learn about the extensive features and impressive capabilities of Email and SMS services in this comprehensive document. Explore how these communication tools can streamline your messaging needs and enhance your outreach efforts.

Email Customization - Detailed

This comprehensive guide offers customization options for email templates related to Zoom meetings. From integration settings to default text and disclaimers, it covers it all. The document showcases email examples for joining a meeting, cancellation, and

Reference Table

Learn how to seamlessly integrate Mindbody with Zoom with this comprehensive document. From meeting creation criteria to participant reports, registration, sign-in settings, and mapping to a licensed Zoom account, this guide covers it all. Discover how to

01B - Updated client (instant) In Mindbody → _zapier

This event triggers when a client’s information is updated in Mindbody

Send late sign-ups join link email

Learn about the latest integration setting in version 4.0 of our software, enabling seamless email communication with late sign-up clients for ongoing classes. Discover how this setting allows users to customize the timing of sending Zoom join links to la

Form Actions

Learn about form actions in the Human Interaction app and how they create forms with optional data mappings for dynamic content. Discover how form actions generate unique form URLs and can be shared via email. Explore the "await form submission" action th

Comprehensive Guide on Handling Orders Without Customer Data Sync in ShopConnect and Mindbody Integration

For businesses utilizing ShopConnect with Shopify integration, particularly those on plans not supporting customer data sync, managing sales and inventory efficiently is crucial

Building an AI chatbot

This is the simplest AI-powered chatbot automation:

Searching the list

Learn how to search for automations in the dashboard list using multiple methods and find exactly what you need. This document includes step-by-step instructions and screenshots for searching by name, number, tag, implementation content, and execution his

Manual updates and bookings

Learn how to manually create or update a Zoom meeting and register clients with our automation called "**KEEP TURNED OFF - Manually select MBO class to create and/or register clients in Zoom**". Our video tutorial will guide you through the process. If yo

Send recording to a client

Learn how to automatically send Zoom recording links to clients after they complete a class in Mindbody. Enable the "Send post Zoom recording" setting and ensure clients are signed up for the class. Please note that this feature does not send join link em

Chatbot goal automations

Goal automations provide a mechanism to steer the conversation with the widget user such that distinct goals are accomplished

BOT - "Send Instructor Emails"

Learn about the "Send Instructor Emails" client BOT, a time-saving tool that automatically sends the Zoom start URL to instructors when they are added to a class. Discover how to use the BOT within the ideal time frame to avoid duplicate emails and explor

01C - Deactivated client (instant) In Mindbody → _zapier

This event triggers when a client is deactivated in Mindbody

Email Customization - Simple

Learn how to customize your email messages in version 4.0 of our system. Add a custom text block below the button with different types of emails, such as client and instructor Zoom join links, cancellation notices, and more. Edit the text with HTML tags a

Notify when done

Learn how to receive email notifications for completed automations. Follow simple steps to set up email notifications in the automation history screen and stay informed about the processing history.

Forgot password

Learn how to reset your password and regain access to your account. Request a password reset link by signing in with your email address and a temporary password. Once you click the button, the reset link will be sent to your email. Don't forget to change

File

The File system utility app enables users to easily create temporary files on the server with customizable text content. Users have the flexibility to provide a specific file name or let the app generate a random one. The app conveniently provides a URL t

Finding Zoom meetings

Learn how to locate your Zoom meetings efficiently when managing multiple Zoom accounts connected to your ZoomConnect integration. This guide outlines the process of creating meetings within the respective Zoom accounts according to integration settings.

Participant reports

Discover how to receive Zoom meeting participant reports in both HTML email and CSV format starting from version 4. Learn how to enable this feature by setting the "Meeting participant report" setting in the ZoomConnect General settings to either "basic"

Turn off filtered data row recording

Learn how to optimize storage space and improve search performance in your system by unchecking the option to record filtered records. Discover the benefits and considerations of this feature to efficiently manage large amounts of data and ensure effectiv

Email Customization - Version 3

Learn how to customize emails sent through ZoomConnect version 3.03 and 3.5. Access the "ZoomConnect Settings" in your account to edit the email content. Save your changes instantly with a simple click on the "Update" button. Please note that these custom

Send recording to a no-show

Discover how to send recording links to "no-shows" in Zoom meetings with version 4.0. Learn how to enable this feature by adjusting the ZoomConnect Email setting. Explore the new capability to send recording links on demand and for past classes. Find out

Assembly development cycle

This document outlines a system that facilitates the development cycle for assemblies. With the "Assembly Reviewer" permission, developers can submit their work for review and receive valuable feedback from reviewers. Through comments and review request e

01D - Updated client (fetch) In Mindbody → _zapier

This event triggers when a client’s information is updated in Mindbody via a scheduled data fetch, which runs every **15 minutes**

Shared Zoom meetings

Learn about the technical requirements for hosting seamless Zoom meetings across multiple Mindbody sites. Ensure consistent instructors, separate Zoom licenses for each overlapping class, cohesive virtual rooms, and matching time zones for automated syste

New features in version 4

Learn about the new features in ZoomConnect v4, such as multi-site awareness, customizable emails, SMS text messaging, client monitoring in Mindbody, Zoom meeting options, Mindbody client BOTs, shareable client features, email delivery reports, and a subs

02 - New class booking (instant) In Mindbody → _zapier

This event triggers when a new class booking is created in Mindbody

Email Delivery Report

Looking for a reliable email delivery report? Check out the ZoomConnect email delivery report, available from version 3. Although not a live reporting tool, it provides valuable information on email delivery and opening, with delivery status definitions s

Send recording to instructor

Learn how to send Zoom recording links to instructors with the new feature introduced in version 4.0. Follow step-by-step instructions to enable the "Send zoom recordings to instructor" setting in ZoomConnect Email. A helpful screenshot is included in the

BOT - "Send SMS"

Learn how to use the new "Send SMS" feature in version 4 to send SMS text messages to your Mindbody class clients. Discover how to add the "Send SMS" BOT, override SMS notification settings, and manually remove the BOT if necessary. Find out how clients w

Emailing recording links

Learn about the various options for emailing Zoom recording links in this helpful document. Discover how the email recording link feature works independently of the auto cloud recording setting. Find out how to optimize your Zoom account settings, includi

Reconnect your Zoom account

Learn how to easily reconnect your Zoom account with APIANT using these simple step-by-step instructions. With separate tabs in your web browser, log into your master Zoom account first and then sign into your APIANT account. Access the Connections menu o

Tenants and Linked Accounts

Learn how a physical server can be divided into multiple tenant systems with separate databases and directories. Discover how tenants have their own user accounts and can be managed through the Admin Console. Find out how signing into the system works whe

02B - Updated Class Booking (Instant) - Mindbody → Zapier

This event triggers when a class booking status is updated in Mindbody

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.

Handling Customer Data Between Shopify and Mindbody

Learn how to sync the Mindbody pricing option ID with the Shopify SKU field effortlessly with this helpful document. Discover how to find the ID number, create a distinct SKU number, and ensure unique names for pricing options in Mindbody. Explore the lim

02C - Cancelled Class Booking (Instant) - Mindbody → Zapier

This event triggers when a class booking is **cancelled** in Mindbody

Trigger/Action Commonality

Learn about the key characteristics and functionalities of Trigger and Action assemblies in this comprehensive document. Discover how API credentials are essential for most triggers and actions, with detailed instructions on acquiring them through differe

Resend a Zoom meeting join link

Learn how to easily resend a Zoom meeting join link to a client via email with this comprehensive guide. Discover how to access registration information by clicking on the "VIEW" link at the bottom of a Zoom meeting, enabling you to resend the Meeting Inv

Publishing content to production

Learn how to publish assemblies and modules from development systems to linked production systems in this document. Find out how users with the "Publish to Production" permission can easily publish items from the development system using the right-click m

Forms Overview

Learn how to create and process forms with this comprehensive document. Discover a user-friendly drag-and-drop editor for designing forms, and explore the flexibility of data-mapped input values. Explore the two types of forms available - triggers for eas

SMS text messages

Increase client engagement and reliability by sending Zoom join links via SMS text messages. Learn how to configure your SMS settings in ZoomConnect and set up an account with Twilio or CM as an SMS provider. Don't miss out on this convenient feature that

Multi-Factor Authentication

Accounts can be configured to require multi-factor authentication, where an additional verification step must be performed during sign-in

Workshops / Enrollments

Learn how to resolve the problem of Zoom meeting registration delays in Mindbody's Workshop/Enrollment feature with this instructional document. Discover how adjusting the "Last email notification check mins" setting in ZoomConnect to 75 minutes can ensur

BOTs - Reference Table

Looking for available BOTs for ZoomConnect? This comprehensive document lists all the BOTs and their functions, including Zoom Meeting, Send Client Emails, Send Instructor Email, Send Recording Attendees, and more. Each BOT serves a specific purpose, whet

Contact APIANT support

Get assistance and support for APIANT through our chat widget or email. Reach out to support@apiant.com for any queries or concerns.

Two-Way Sync

Learn how to achieve two-way sync between systems without infinite loops in this document. Discover the importance of data mapping and transformation with a valuable example of app value mapping. Understand the potential conflicts when records are simulta

PDF

Convert text into a PDF file easily using the PDF system utility app. Generate a temporary PDF file on the server and obtain a URL for easy access. Perfect for creating PDFs to send as email attachments. Try it now!

Sending Zoom cloud recordings

Learn how to effortlessly email clients with Zoom cloud recording links in this detailed video tutorial. Increase engagement and simplify communication with our step-by-step instructions.

03 - New appointment booking (instant) In Mindbody → _zapier

This event triggers when a new **appointment booking** is created in Mindbody

03B - Update appointment booking (instant) In Mindbody → _zapier

This event triggers when an **appointment booking is updated** in Mindbody

Turn off upon any error

Learn how to customize the behavior of automations in this document. Discover how to turn off automations when errors occur by selecting a menu option, and easily return to the default setting by unchecking the menu option. Optimize your automation proces

CRMConnect: Cliniko → Salesforce (cloned)

This document explores the matching rules employed by CRMConnect to pair up clients in Mindbody with contacts in HubSpot. With the challenge of multiple clients sharing the same email in Mindbody, the document illuminates five matching rules based on dive

03C - Cancelled appointment booking (instant) In Mindbody → _zapier

This event triggers when an **appointment booking is cancelled** in Mindbody

Snoozing automations

Learn how the system's snooze action for automations can temporarily pause and resume scheduled marketing campaigns, such as emails. Discover how individual data rows can be manually woken up or cancelled during the snooze, and how all snoozed data rows c

Update personal information

Learn how to easily update personal information like name, email, and phone number on our platform. Follow our step-by-step guide to access the Manage Account menu option and make the necessary edits effortlessly. Save your changes with a simple click of

04 - New sale (instant) In Mindbody → _zapier

This event triggers when a **new sale** occurs in Mindbody

04B - New sale line item (instant) In Mindbody → _zapier

This event triggers when a **new sale** occurs in Mindbody

View subscription usage

This document explains how subscription plans are showcased on the dashboard, with usage limits resetting monthly. If system usage surpasses certain percentages, email alerts are triggered, and at 100% usage, automations halt. Stay informed about plan det

04C - New sale itemized payment (instant) In Mindbody → _zapier

This event triggers when a **new sale** is recorded in Mindbody

Managing the Sending of the Mindbody Password Reset Email

Learn how to sync the Mindbody pricing option ID with the Shopify SKU field effortlessly with this helpful document. Discover how to find the ID number, create a distinct SKU number, and ensure unique names for pricing options in Mindbody. Explore the lim

CRMConnect: Mindbody → ActiveCampaign

Turnkey bi-directional integration that syncs client profiles, 120+ custom fields, memberships, class bookings, appointments, visits, sales pipelines, and marketing automation data between Mindbody and ActiveCampaign — instantly.

05 - New client contract (instant) In Mindbody → _zapier

This event triggers when a **new client contract** is created in Mindbody

05C - Cancelled client contract (instant) In Mindbody → _zapier

This event triggers when a **client membership assignment** is created in Mindbody

CRMConnect: Mindbody → HubSpot

Turnkey bi-directional integration that syncs client profiles, 120+ custom properties, memberships, visits, sales pipelines, and appointment data between Mindbody and HubSpot.

06 - New Membership (Instant) - Mindbody → Zapier

This event triggers when a **new membership is assigned** to a client in Mindbody

06B - Cancelled membership (instant) In Mindbody → _zapier

This event triggers when a **client membership assignment** is created in Mindbody

CRMConnect: Mindbody → Zoho CRM

Turnkey bi-directional integration that syncs client profiles, appointments, memberships, contracts, purchases, and client services between Mindbody and Zoho CRM with custom object mapping.

MailConnect: DonorPerfect → Mailchimp

Increase donor engagement and fundraising with MailConnect, a tool that seamlessly integrates DonorPerfect and Mailchimp. Segment donor lists for targeted outreach, automate the syncing process, gain insights into donor behavior, and streamline event mana

ShopConnect Error Alert Reporting

Learn about ShopConnect's triggers for product and pricing option updates in the Mindbody-Shopify integration. Understand the synchronization process between Mindbody and Shopify, and how ShopConnect settings impact these updates. Discover the triggers fo

Replace an item

Learn how to replace triggers and actions in your automation workflow with this comprehensive document. Discover a step-by-step example of replacing CNBC triggers with CNN triggers. Additionally, understand the significance of maintaining correct output f

09 - _zapier → Mindbody client (instant)

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

Shopify Collaborator Access

**Understanding Collaborator Access:**