Business Operations and ERPs
MindBody by Codex Solutions International
18 min
mindbody is a platform for booking, managing, and growing wellness businesses integrating with make com enables automated scheduling, client management, and streamlined business operations for fitness and wellness providers this is ai generated content based on official mindbody documentation the content may still contain errors—please verify important information if you have questions, contact https //www mindbodyonline com/company/contact us directly how to get support on mindbody mindbody is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=mindbody\&app slug=mindbody community\&app unique id=mindbody dplckm requirements to use the mindbody app in make, you must create a developer account through the developer portal and obtain source credentials, https //www mindbodyonline com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/mindbody community/ click the install button follow the on screen instructions to complete the setup connect mindbody and {{product name}} to get started, you must first create a connection between mindbody and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key (referred to as source credentials) through the developer portal login to your mindbody account using your credentials navigate to the developer portal fill out the brief form to set up your developer account and sandbox environment if you have not done so already in the developer portal, locate the section for creating source credentials create and retrieve your source credentials (api key) for use with the mindbody api some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=mindbody\&app slug=mindbody community\&app unique id=mindbody dplckm create the connection in {{product name}} https //www make com/en/register , add the mindbody module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your mindbody account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page mindbody modules after connecting to the mindbody app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a client adds a new client record to your system, allowing you to store and manage their details for future interactions add a client to a class adds a client directly to a class or, if the class is full, places them on the class waiting list add a client to a enrollment enroll a client into a specific program or course, securing their spot in the chosen enrollment add a enrollment schedule creates a new enrollment schedule by specifying the details for when and how an enrollment should occur add a staff adds a new staff member to the selected business by creating a detailed staff record get a staff image fetches and displays all available image urls associated with a specific staff member, making it easy to access their photos make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with any endpoint that isn’t covered by the standard modules merge a client combine one client record with another, consolidating their information into a single client profile remove clients from classes this module allows you to efficiently remove several clients from multiple classes at once, helping you manage class rosters with ease search all classes retrieves and displays a complete list of all available classes in your account search all clients retrieves a detailed list of all clients in your account, allowing you to view and manage client information easily search all courses retrieves and displays a complete list of all available courses in your account search all enrollments retrieves a detailed list of all current enrollments, allowing you to view information about each enrolled user search all staff retrieves a detailed list of all staff members, providing information about each person in your organization update a client updates the information of a specific client using their unique id, allowing you to modify details such as name, contact information, or other client data update a staff updates the details of a specific staff member using their unique id, allowing you to modify information such as name, contact details, or role templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} mindbody resources you can have access to more resources related to this app on the following links https //community make com/search?q=mindbody https //www mindbodyonline com/ https //codexsolutionsint com/mindbody https //www make com/en/hq/app invitation/446510ec3c721c3dd160d67aa0e53a26 https //www make com/en/integrations/mindbody community