Integrate Mindbody with LeadsBridge
Mindbody is a business management software for Health and Wellness companies to help them manage their marketing and business operations. It helps in automating business tasks, including payment collection, confirmations, rescheduling, and payroll processing.
In this article, you'll learn how to connect your LeadsBridge account with Mindbody.
Connect Mindbody integration
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "Mindbody" from the providers list
- Click on the Next button
- Enter Username, Password and Site ID to connect Mindbody with LeadsBridge
- Click on the Finish button
How to get the Username, Password and Site ID
Which entity concepts we support for Mindbody
ClientSomeone that purchases one of your classes in MINDBODY.
Which segmentation concepts we support for Mindbody
With LeadsBridge you may use these segmentation concept for Mindbody.
Common questions for Mindbody
How can I activate Mindbody integration on my LeadsBridge Account?
How does LeadsBridge handle client required fields?
How to use Mindbody Appointments?
- During the creation of the Mindbody integration select Appointments under the Use "Segment" as dropdown
- On the Destination step of your bridge go to Which Segment? dropdown and select the interested appointment category
- Finally, go to the Fields Matching step and map the Appointment Scheduled Date and Appointment Scheduled Time fields
- After that, when a new Appointment is scheduled the integration will create a client in Mindbody and schedule an appointment with the first available staff
How can I allow new clients to create accounts on MindBody?
In order to solve this you should follow the steps below:
- Log into your Mindbody account
- Go to Home » Manager Tools » Settings » General Setup & Options (in the 1st column)
- Click on Consumer Mode Settings
- Check mark the option Allow New Clients to Create Accounts
- Finally, click Update on the top right area
What can I do when I get the message Sorry, we can’t show you this screen?
To solve this should login with the Owner’s account or get in touch with Mindbody support.
If you have any further questions regarding this matter, or if you need help to set up the connection between Mindbody with LeadsBridge, do not hesitate to get in touch!