Tagged: mindbody

CRMConnect: Mindbody → HighLevel

Turnkey bi-directional integration that syncs client profiles, memberships, visits, sales, and 140+ custom fields between Mindbody and HighLevel CRM in real time.

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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

Determining your locations

Learn how to calculate the total number of Mindbody locations that will affect your costs with our step-by-step guide. Find out how to check the Business Information settings and add up all the locations from the connected Site IDs. Discover why all locat

01 - New client (instant) In Mindbody → _zapier

This event triggers when a new client is created in Mindbody

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

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.

CRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)

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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.

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

Manage MBO Rooms with multiple Zoom accounts

Learn how to troubleshoot and resolve issues when assigning a Mindbody room to a class with this helpful document. Follow Option 1 to temporarily assign a new room, remove it, and then attempt to assign the original room again. If that doesn't work, Optio

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

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

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

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

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

MBO auto sign-in attendees

Learn how to automatically sign clients into Mindbody classes with the new feature in version 4. Set the "Signin clients in mbo" option in the ZoomConnect General settings to enable this convenient functionality. Choose to automatically sign in all attend

Enhanced Mindbody Sales Processing with Tax Handling Improvements

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

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

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

This event triggers when a client is deactivated in Mindbody

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

Linked Accounts

Learn how to easily manage multiple APIANT accounts in Mindbody locations using ZoomConnect. With one master parent account and multiple linked child accounts, you can seamlessly switch between them by selecting the desired account in the Switch menu. Exp

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.

Manually refresh classes

Learn how to force a refresh of your automations in Zoom meetings to ensure accurate and up-to-date information. This guide explains when and why a refresh may be necessary, how to initiate the refresh, and how to verify its success. If you require any as

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**

Features that are not supported in ShopConnect

Learn about the limitations and differences in gift card synchronization between Shopify and Mindbody platforms in this informative document. Discover how refunds are handled, the recommendation for replicating Mindbody packages in Shopify, and the availa

MINDBODY

Learn everything you need to know about MINDBODY with this comprehensive document. Explore the features, benefits, and how it can revolutionize your business. Discover how MINDBODY can streamline your operations, improve customer satisfaction, and increas

BOT - "Send Recording"

Learn how to set up the new "Send Recording" BOTs in Version 4 of the BOTs document. These BOTs automatically send recording links of Zoom meetings to clients based on their class attendance. Override the integration setting "Send Zoom recordings to" by a

Guide to manually syncing Inventory with Mindbody Products with Shopify Products

Learn how to update inventory manually in Mindbody and sync it with Shopify. Discover how the ShopConnect daily sync process can push manual inventory updates from Mindbody to Shopify. Understand the exceptions for new products and synced Mindbody product

MBO auto sign-in not working

Learn troubleshooting steps for clients who encounter issues with automatic sign-in to Mindbody after a Zoom meeting ends. Check ZoomConnect Settings, ensure proper meeting ending by hosts, and resolve automation errors by filtering and retrying. For addi

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

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

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

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

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

Turning off PMI

Learn how to troubleshoot the error message "Registration has not been enabled for this meeting" in ZoomConnect. This step-by-step guide suggests disabling the "Use Personal Meeting ID (PMI)" option to ensure each meeting has a distinctive ID and enables

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

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

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.

Guide to manually syncing Mindbody Packages with Shopify Products

Learn how to manually sync products and services between Mindbody and Shopify using ShopConnect. Avoid inventory discrepancies by using Shopify Collections instead of selling products as packages. Follow the step-by-step instructions to locate and update

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

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

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

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

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

How to Enable Shopify Refund Notifications with Mindbody Contact Logs

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

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

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

ZoomConnect Mindbody Appointments - Setup and requirements

Learn how to effectively identify and map virtual appointments using Mindbody and Zoom with this comprehensive guide. Discover various scenarios, step-by-step instructions, and tips for proper appointment and room setup in Mindbody to ensure seamless inte

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

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

How to tag products in Shopify to prevent sync during sales sent to Mindbody

Learn how to use the "no-sync" tag in Mindbody to exclude products from the checkout process and prevent them from being included in purchases.

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

Importing Past Sales from Mindbody to Shopify: A Comprehensive Guide

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

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

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

Integrating Mindbody Gift Cards with Shopify Using ShopConnect

This guide provides a solution for selling Mindbody gift cards through Shopify, by using ShopConnect as a bridge

CRMConnect: DonorPerfect → ActiveCampaign

Learn about CRMConnect: DonorPerfect → ActiveCampaign version 1.2, a pre-built integration solution that seamlessly connects DonorPerfect and ActiveCampaign. Discover how this integration grants ActiveCampaign real-time access to valuable information on d

04 - New sale (instant) In Mindbody → _zapier

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

Linked Accounts

Learn how to manage multiple Mindbody locations using ShopConnect with this comprehensive guide. Discover how each location can have its own APIANT account, with a master parent account and linked child accounts. Easily switch between accounts via a conve

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

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

CRMConnect: DonorPerfect → HubSpot

Learn about the benefits and features of CRMConnect version 1.2, a powerful integration solution connecting DonorPerfect and HubSpot. Discover how this two-way sync ensures seamless transfer of donor information and donations, enabling HubSpot to access r

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

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

Managing Retail Product Variants and Sync Behavior in ShopConnect

Learn how to sync products from Mindbody to Shopify with this detailed document. Discover how to enable the feature, select products for sync, and ensure data matching between platforms. Get step-by-step instructions and valuable screenshots to make produ

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

This event triggers when a **new client contract** is created 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.

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.

Manually pushing Mindbody orders to Shopify

Learn how to manually sync orders from Mindbody to Shopify with this step-by-step guide. Login to your APIANT account, customize the date range, filter by Mindbody locations and sales type, select the desired orders, and simply click "Sync selected sales

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

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

Manually sync Mindbody services/pricing options to Shopify

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

06 - New Membership (Instant) - Mindbody → Zapier

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

CRMConnect: Mindbody → Keap

Turnkey bi-directional integration that syncs client profiles, appointments, sales data, memberships, and consultation tags between Mindbody and Keap in real time.

Mapping the Mindbody Client Home Location to a Shopify Customer Meta Field

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 → Klaviyo

Turnkey one-way integration that syncs client profiles, class bookings, appointments, visits, purchases, and membership data from Mindbody into Klaviyo for behavioral email and SMS marketing.

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

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

Mindbody Pricing Option/Service Discontinuation: Integration with Shopify

Learn how to discontinue a pricing option in Mindbody and synchronize it with Shopify. This process takes approximately 15 minutes for synchronization to occur in Shopify. Depending on the number of associated locations, products will either be archived o

07 - New class schedule (instant) In Mindbody → _zapier

This event triggers when a **new class schedule** 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.

07B - Class updated (instant) In Mindbody → _zapier

This event triggers when an **existing class is updated** in Mindbody

Post Shopify Sales with Services to the Mindbody Online Store

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

07C - Updated class schedule (instant) In Mindbody → _zapier

This event triggers when an **existing class schedule is updated** in Mindbody

Explore our documentation

Find relevant documentation easily with this comprehensive resource. Access documentation tailored to your subscriptions and specific needs, including ShopConnect, ZoomConnect, MailConnect, and CRMConnect. Discover helpful information for managing account

Refreshing Product sync list when using the setting 'Fetch products Sellable Online Only'

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

Retrying orders from Shopify → Mindbody

Learn how to retry a failed order sync from Shopify to Mindbody. Add the tag "retry" to the order, select multiple orders, and click the 3 dots to add the tag. Remember that retrying synced orders will duplicate them in Mindbody, but the "retry" tag will

07D - Cancelled class schedule (instant) In Mindbody → _zapier

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

08 - New location (instant) In Mindbody → _zapier

This event triggers when a **new location** is created in Mindbody

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

ShopConnect Release Information

08B - Updated location (instant) In Mindbody → _zapier

This event triggers when a **updated location** is created in Mindbody

ShopConnect Settings

Learn how to access and review ShopConnect settings with this helpful document. Easily navigate through different categories and receive guidance by simply hovering over each setting. Be cautious, as any modifications made in the settings area are automat

ShopConnect: Shopify → Mindbody

Turnkey e-commerce integration that syncs products, inventory, pricing, orders, customers, and services between Shopify and Mindbody with multi-location support.

08C - Deactivated location (instant) In Mindbody → _zapier

This event triggers when a **deactivated location** is created in Mindbody

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:**

Sync Products

Learn how to sync products from Mindbody to Shopify with this detailed document. Discover how to enable the feature, select products for sync, and ensure data matching between platforms. Get step-by-step instructions and valuable screenshots to make produ

ZoomConnect

Automated Zoom meeting creation, attendance tracking, and email/SMS notifications for Mindbody virtual classes, enrollments, and appointments.

Syncing Mindbody Services with Shopify: Auto Sync and Manual Setup Options

This guide provides a comprehensive approach to integrating Mindbody services with Shopify, covering both auto-sync and manual setup

Understanding Triggers and Settings for Product and Pricing Option Updates in ShopConnect

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

Update Price for Mindbody Services from Shopify

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

Using the 'Create New Products in Shopify' Setting

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