Accounts having the "Switch Account" or "Assembly Developer" permissions can access a menu option under the Account menu at the top right to manage account data:

Any data stored by automations in the account scope will be displayed.

Searches can be performed via the text entry fields at the top of the columns.  Use asterisks '*' for wildcard matching.

The Created column text can be clicked to change the ordering from newest entries to oldest entries.

Mouse over rows to perform individual row actions:

Learn how to manage account data with the "Switch Account" and "Assembly Developer" permissions. Access the menu option under the Account menu to view data stored by automations in the account scope. Conduct quick searches using text entry fields and empl

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Account Management

Dashboard

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Managing Automations

Adding an app connection

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Forms Overview

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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

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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

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Error Handlers

RSS Feeds

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Other Assembly Types

Keyvalue Storage

Assembly development cycle

Assembly Editor

Help Forum

The "templates" account

Templates dashboard

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Templates catalog

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Settings annotations

Automation Templates

Development Server

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Module Definition

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Module Implementation

Module Browser

Module IDE

Shared App Connections

Tenants and Linked Accounts

APIANT for Integrators

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