Notes can be edited for an automation from this gear menu option:

Enter any information you want to remember later about the automation:

Learn how to use the gear menu option to easily edit notes in an automation. Customize your notes with any important information you want to remember later. Step-by-step instructions and images included for a seamless editing experience.

Downloading the automation XML definition

Edit automation notes

Edit execution windows

APIANT

Explore our documentation

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What is APIANT?

Key Concepts

Change password

Close account

Configure your timezone

Forgot password

Linked Accounts

Manage account data

Sign out

Switch subscription plan

Update credit card

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Upload a logo

View subscription usage

Account Management

Dashboard

Gear Menu

Processing History

Execution management

Managing Automations

Adding an app connection

Disconnecting an app account

Editing connection notes

Finding a connected app

Listing automations using connection

Rate limits

Reconnecting an account

Viewing connection info

Sharing connections with linked child accounts

Viewing shared connections

App Connections

Your first automation

Editor functionality

Trigger functionality

Action functionality

Data Transforms

Forms Overview

Moderation Queues

Rate Limits

Snoozing automations

Subroutines

System Utilities

Two-way sync

Datafiles

Default automation settings

Tips and Tricks

Building Automations

Alert Mappings

Automation Alert Reports

Troubleshooting

Automation Editor

Feature requests

CalendarConnect: Calendly → Mindbody

CRMConnect: Mindbody → HubSpot

Version 1.26 Enhancements

CRMConnect: Cliniko → HubSpot

CRMConnect: DonorPerfect → HubSpot

CRMConnect: DonorPerfect → ActiveCampaign

MailConnect: DonorPerfect → Mailchimp

Shopify Collaborator Access

ShopConnect Settings

Sync Products

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

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

Using the 'Create New Products in Shopify' Setting

Guide to manually syncing Inventory with Mindbody Products with Shopify Products

Update Price for Mindbody Services from Shopify

Mindbody Pricing Option/Service Discontinuation: Integration with Shopify

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

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

How to Enable Shopify Refund Notifications with Mindbody Contact Logs

Retrying orders from Shopify → Mindbody

Post Shopify Sales with Services to the Mindbody Online Store

Guide to manually syncing Mindbody Packages with Shopify Products

Managing the Sending of the Mindbody Password Reset Email

Handling Customer Data Between Shopify and Mindbody

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

Integrating Mindbody Gift Cards with Shopify Using ShopConnect

Features that are not supported in ShopConnect

ShopConnect Error Alert Reporting

ShopConnect Release Information

ShopConnect

AppConnect

New features in version 4

Email & SMS

Reference Table

Settings

Billing by Bookings

Participant reports

Shared Zoom meetings

General

Email Delivery Report

SMS text messages

ClassPass Support (version 3.03)

Email Customization - Simple

Email Customization - Detailed

Email Customization - Version 3

Emailing recording links

BOT - "Zoom meeting"

BOT - "Send Instructor Emails"

BOT - "Send Client Emails"


BOT - "Send Recording"

BOT - "Send SMS"

BOT - "Send Emails" v3

BOTs - Reference Table

BOTs

MBO auto sign-in attendees

Determining your locations

MINDBODY

Adding a Licensed User

Allow multiple devices

Audio and Video tips

Finding Zoom meetings

Multiple Zoom Accounts

Reconnect your Zoom account

Resend a Zoom meeting join link

Sending Zoom cloud recordings

Turning off Cloud Recording Downloads

Zoom Reports

Zoom On Demand for recordings

Zoom

ZoomConnect Mindbody Appointments - Setup and requirements

Manage MBO Rooms with multiple Zoom accounts

Manual updates and bookings

Manually refresh classes

MBO auto sign-in not working

Turning off PMI

Workshops / Enrollments

Email

ZoomConnect

API Key Management

Catalog

Deleting content

Exporting assemblies and modules

Importing assemblies and modules

Making content public/private

Obtain an item's UUID

Publishing content to production

Replace one assembly with another

Sharing private content

Taking ownership of an assembly

View an item's created and last edited dates

View item references

Managing Content

Your first assembly

HTTP, XML, and XPath 

Subassemblies

Building Assemblies

Service Accounts

App Assemblies

Trigger/Action Commonality

Action Assemblies

Trigger Assemblies

Two-Way Sync

Automatic Error Retries

Integration Decision Trees

Webhook Validation

API Integrations

Batch Jobs

Error Handlers

RSS Feeds

Web Services

Other Assembly Types

Keyvalue Storage

Assembly development cycle

Assembly Editor

Help Forum

The "templates" account

Templates dashboard

Categories & collections

Templates catalog

Publishing templates

Deploying templates

Settings annotations

Automation Templates

Development Server

Module Description

Module Definition

Module Settings

Module Properties

Module Implementation

Module Browser

Module IDE

Shared App Connections

Tenants and Linked Accounts

APIANT for Integrators

Supported functionality

Embed Inline

APIANT Inline

Sandbox