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How to connect Mindbody with LeadsBridge

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Integrate Mindbody with LeadsBridge

Mindbody is a business management software for Health and Wellness companies to help them manage

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

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Mindbody" from the providers list
  6. Click on the Next button
  7. Enter Username, Password and Site ID to connect Mindbody with LeadsBridge
  8. Click on the Finish button

How to get the Username, Password and Site ID

Your Site ID, also known as Studio or Client ID, is listed on the Mindbody subscription screen when logged in as Owner as well as the bottom right corner of your site. Visit the Mindbody documentation
The credentials (Username and Password) are the same you use to login in your Mindbody personal account.

Which entity concepts we support for Mindbody

  1. Client

    Someone that purchases one of your classes in MINDBODY.

  2. Sale

Which segmentation concepts we support for Mindbody

With LeadsBridge you may use these segmentation concept for Mindbody.

  1. Appointment

  2. Product

 

Common questions for Mindbody

How can I activate Mindbody integration on my LeadsBridge Account?

Mindbody is a premium integration, for this reason, we require an additional fee. To enable MINDBODY's integration on your LeadsBridge account, you will need to send the Mindbody Location ID (or IDs in case you'll need more than one) to our Customer Service, and they will get you in touch with our Sales team to discuss the details.

How does LeadsBridge handle client required fields?

LeadsBridge will read these fields as mandatory, so every lead should contain valid data in those fields for the lead to be passed correctly into MINDBODY. ( Read from Mindbody docs)

How to use Mindbody Appointments?

In order to use Mindbody Appointments you should follow the steps below:
  1. During the creation of the Mindbody integration select Appointments under the Use "Segment" as dropdown
  2. On the Destination step of your bridge go to Which Segment? dropdown and select the interested appointment category
  3. Finally, go to the Fields Matching step and map the Appointment Scheduled Date and Appointment Scheduled Time fields
  4. 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?

If you’re getting the error message User does not have permission to add a new client means that the business you're trying to connect doesn't have the option Allow new clients to create accounts enabled.

In order to solve this you should follow the steps below:
  1. Log into your Mindbody account
  2. Go to Home » Manager Tools » Settings » General Setup & Options (in the 1st column)
  3. Click on Consumer Mode Settings
  4. Check mark the option Allow New Clients to Create Accounts
  5. 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?

If you get the message Sorry, we can’t show you this screen while accessing the Mindbody activation link we provided to you, means that the person who opened the link is not the Owner of the Mindbody account, and that they’re only an Admin.

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!