Tagged: mindbody
96 documents
clear filterCancellation emails
Configure whether cancellation emails are sent to clients when they cancel class or workshop bookings, with customizable content per event.
Determining your locations
Calculate your total billable Mindbody locations by counting locations within each Site ID you connect, accessible through Manager Tools/Settings/Business Information.
01 - New client (instant) In Mindbody → _zapier
Triggers instantly when a new client is created in Mindbody, providing detailed personal information, contact details, site data, and communication preferences for downstream automation.
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.
More Info
Explains how Mindbody workshops differ from classes due to missing webhook notifications, affecting Zoom meeting creation and email timing for late signups.
Automation Alert Reports
Configure how and when APIANT sends you alert reports for automation errors, including frequency settings and recipient email addresses.
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.
CRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)
International phone number formatting automatically adds country calling codes to phone numbers synced from Mindbody to HubSpot, storing them in standard E.164 format for validation and reliable country detection.
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.
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.
01B - Updated client (instant) In Mindbody → _zapier
Webhook trigger that fires when a client profile is updated in Mindbody, providing comprehensive details including personal information, contact data, membership status, and communication preferences.
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.
BOT - "Send Emails" v3
Automatically sends Zoom meeting details to booked clients and instructors upon activation for APIANT versions 3.03 to 3.5.
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.
MBO auto sign-in attendees
Configures automatic sign-in of Zoom meeting attendees to their Mindbody classes, with options to sign in all attendees, only booked clients, or disable the feature entirely.
Reference Table
Complete reference guide for APIANT integration settings including general configuration options like class booking behavior, color customization, contact information, date formatting, and other platform parameters.
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.
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.
Email Customization - Simple
Add custom text blocks to client and instructor Zoom email notifications, including join links, cancellations, and recording links using a built-in editor with HTML support.
01C - Deactivated client (instant) In Mindbody → _zapier
Triggers when a client is deactivated in Mindbody, providing their complete profile data including personal details, contact information, membership status, and site history at deactivation.
Send recording to a client
Automatically send Zoom recording links to clients booked in completed classes when the post-recording email setting is enabled.
Enhanced Mindbody Sales Processing with Tax Handling Improvements
ShopConnect version 2.9 enhancements for syncing Mindbody sales to Shopify with intelligent tax handling for both tax-inclusive pricing and traditional sales tax models.
MINDBODY
Integration setup and configuration for connecting MINDBODY wellness and fitness platforms to APIANT workflows.
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.
01D - Updated client (fetch) In Mindbody → _zapier
Trigger fires every 15 minutes when client information updates in Mindbody through scheduled data fetch, capturing membership status and personal details with higher accuracy than real-time updates.
BOT - "Send Recording"
Automatically send Zoom meeting recordings to booked clients, attendees, or no-shows in Mindbody classes using specialized BOTs that override default recording distribution settings.
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.
MBO auto sign-in not working
Diagnostic steps to resolve Mindbody auto sign-in failures after Zoom meetings, including enabling settings, host procedures, and checking automation errors.
Guide to manually syncing Inventory with Mindbody Products with Shopify Products
Manually triggering inventory syncs from Mindbody to Shopify by editing product details, since manual inventory changes don't automatically trigger updates in Shopify.
02 - New class booking (instant) In Mindbody → _zapier
Captures detailed client, class, and booking information whenever a new class booking is created in Mindbody, including client profile data, class scheduling, and pass details.
New features in version 4
Summary of major enhancements in ZoomConnect v4, including multi-site support, SMS messaging, configurable notifications, and on-demand recording.
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.
BOT - "Send SMS"
Trigger SMS messages with Zoom join links to class participants by adding the Send SMS bot to a Mindbody class, which overrides other SMS notification settings.
Guide to manually syncing Mindbody Packages with Shopify Products
Instructions for manually connecting Mindbody package IDs to Shopify products by updating SKU fields and adding package tags for ShopConnect integration.
02B - Updated Class Booking (Instant) - Mindbody → Zapier
Webhook that fires instantly when a class booking status changes in Mindbody, delivering class details, client information, and sign-in updates to trigger Zapier automations.
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.
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.
02C - Cancelled Class Booking (Instant) - Mindbody → Zapier
Triggered when a class booking is cancelled in Mindbody, this event delivers comprehensive details about the cancelled session, client information, instructor data, and location context for immediate Zapier automation.
Workshops / Enrollments
Configure Zoom meeting registration for workshop enrollments in Mindbody by adjusting the last email notification check timing to ensure clients receive Zoom links before class starts.
BOTs - Reference Table
Reference table of available BOTs for ZoomConnect, including Zoom meeting, email, SMS, and recording functions with corresponding Mindbody client identifiers.
03 - New appointment booking (instant) In Mindbody → _zapier
Triggers when a new appointment booking is created in Mindbody, providing comprehensive details including appointment times, client information, assigned provider, location, and any associated resources or notes.
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.
How to tag products in Shopify to prevent sync during sales sent to Mindbody
Apply the no-sync tag to products in Shopify to exclude them from syncing to Mindbody during checkout and sales transactions.
03B - Update appointment booking (instant) In Mindbody → _zapier
Appointment booking update event in Mindbody triggered when an existing appointment is modified, providing full details about time changes, client information, staff assignment, and appointment status.
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.
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.
CRMConnect: Cliniko → Salesforce (cloned)
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: Cliniko → Salesforce
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
Importing Past Sales from Mindbody to Shopify: A Comprehensive Guide
Migrate your historical sales data from Mindbody to Shopify with transparent pricing and straightforward submission requirements based on sales volume and date range.
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.
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.
CRMConnect: DonorPerfect → ActiveCampaign
Sync donor records and donation data from DonorPerfect to ActiveCampaign to maintain current donor visibility and automate follow-up workflows.
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.
Linked Accounts
Manage multiple Mindbody locations by switching between a master parent account and linked child accounts using the account menu interface.
CRMConnect: DonorPerfect → HubSpot
Bi-directional sync automation that keeps donor profiles and donation records synchronized between DonorPerfect and HubSpot in real time.
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.
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.
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.
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
Instant webhook trigger that fires when a new client contract is created in Mindbody, providing contract details, client information, and sales data for downstream automation.
05C - Cancelled client contract (instant) In Mindbody → _zapier
Webhook event triggered when a client membership assignment is created in Mindbody, delivering complete client profile data, contact information, and communication preferences for integration workflows.
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.
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.
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.
06 - New Membership (Instant) - Mindbody → Zapier
Triggers when a new membership is assigned to a client in Mindbody, providing membership details, client information, contact preferences, and liability status for downstream automation.
Manually sync Mindbody services/pricing options to Shopify
Procedures for syncing Mindbody services and pricing options to Shopify either automatically using SKU mapping or manually with variant support, including SKU format requirements and naming constraints.
Mapping the Mindbody Client Home Location to a Shopify Customer Meta Field
ShopConnect automatically syncs Mindbody client home locations to a custom Shopify customer metafield, enabling location-based segmentation and reporting without manual data entry.
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
Webhook event triggered when a client membership assignment is created in Mindbody, containing client details, contact information, address, and communication preferences.
Mindbody Pricing Option/Service Discontinuation: Integration with Shopify
Manage discontinued Mindbody pricing options and track their synchronization with Shopify, including product archival across single or multiple locations.
07 - New class schedule (instant) In Mindbody → _zapier
Triggers instantly when a new class schedule is created in Mindbody, providing details about timing, location, instructor assignments, and capacity limits for automated workflow management.
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.
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.
07B - Class updated (instant) In Mindbody → _zapier
Captures real-time updates to Mindbody classes, including timing, instructor, location, and availability details, enabling instant automation of scheduling changes and notifications.
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.
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.
07C - Updated class schedule (instant) In Mindbody → _zapier
Mindbody sends this trigger when an existing class schedule is updated, providing details about timing, location, instructor assignments, and capacity limits for automated scheduling workflows.
07D - Cancelled class schedule (instant) In Mindbody → _zapier
Trigger fired instantly when a class schedule is cancelled in Mindbody, providing class details and business identification for automated workflow actions.
Retrying orders from Shopify → Mindbody
Resync failed Shopify orders to Mindbody by applying the retry tag to individual orders or multiple orders at once using the bulk action menu.
ShopConnect Error Alert Reporting
ShopConnect error alerts notify you of sync issues between Mindbody and Shopify with detailed problem descriptions and resolution steps sent to your configured admin email address.
08 - New location (instant) In Mindbody → _zapier
Mindbody location creation trigger that instantly sends location data including address, contact details, geolocation coordinates, and tax rates to Zapier when a new location is created.
ShopConnect Release Information
ShopConnect enables seamless product and service syncing between Mindbody and Shopify with configurable publishing controls, custom metadata mapping, and improved tax handling for accurate pricing across both platforms.
08B - Updated location (instant) In Mindbody → _zapier
Mindbody location updates instantly trigger this event, delivering complete location details including address, contact information, geolocation coordinates, and tax settings to Zapier workflows.
08C - Deactivated location (instant) In Mindbody → _zapier
Deactivated location event triggers instantly when a location is removed in Mindbody, providing details like address, contact information, and tax settings for automation workflows.
ShopConnect Settings
Configure ShopConnect account settings including preferences and integrations through the account menu, with live-saving changes and contextual help for each option.
ShopConnect: Shopify → Mindbody
Turnkey e-commerce integration that syncs products, inventory, pricing, orders, customers, and services between Shopify and Mindbody with multi-location support.
09 - _zapier → Mindbody client (instant)
Sync Mindbody client profile data including personal details, contact information, membership status, account balance, alerts, and preferences to Zapier instantly when client records are created or updated.
Shopify Collaborator Access
Collaborator access grants APIANT temporary Shopify store access for integration setup and troubleshooting without sharing owner credentials.
ZoomConnect
Automated Zoom meeting creation, attendance tracking, and email/SMS notifications for Mindbody virtual classes, enrollments, and appointments.
Sync Products
Sync selected Mindbody retail products to your Shopify store by enabling product filtering and choosing individual items to publish. Control new product publication status as active or draft.
Syncing Mindbody Services with Shopify: Auto Sync and Manual Setup Options
Integrate Mindbody services with Shopify using auto-sync for new services or manual sync for existing products. Configure status settings and manage single or multiple location syncing.
Understanding Triggers and Settings for Product and Pricing Option Updates in ShopConnect
How Mindbody product and pricing option changes trigger Shopify updates in ShopConnect, including sync settings and when changes propagate in each direction.
Update Price for Mindbody Services from Shopify
Synchronize Shopify service prices to Mindbody pricing options automatically every 15 minutes, supporting both individual edits and bulk updates through Shopify's editor.
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.