CRM and Sales tools
Mindbody by Maxmel Tech
18 min
mindbody is an all in one business management platform for fitness, beauty, and wellness, offering tools for payments, scheduling, marketing, and analytics integrating with make com enables automation of client bookings, payments, and marketing workflows for streamlined operations 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 hw1yf1 requirements to use the mindbody app in make, you must have a mindbody developer account an approved oauth client and an active api key, https //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,oauth 2 0 api key instructions you need to create and retrieve your api key from your developer account log in to your mindbody developer account go to the account menu in the upper right select api credentials from the left sidebar on the credentials page, locate the section at the bottom labeled api keys click create new api key enter a descriptive name for your api key in the app name box ensure the active? checkbox is checked if you want the key to be active immediately click create locate your newly created api key in the table and click show to reveal the api key oauth 2 0 instructions you need to create and provision an oauth client to obtain the required credentials log in to your mindbody developer account access your account settings by navigating to the profile dropdown and selecting account go to the api credentials section and select oauth initiate the creation of a new oauth client by filling out the required fields, including selecting the application type (native, single page, web) and setting the client use for dropdown to consumer api access submit a request to enable the oauth client for consumer api by contacting api support and specifying the requirement for your developer account after your oauth client is provisioned, note the generated client id and client secret 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 hw1yf1 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 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 to a class adds a new client to a specific class that already exists create a client adds a new client to your system by collecting and saving their details create an appointment creates a brand new appointment in your calendar, allowing you to schedule meetings or events directly list available dates fetches and displays a list of available dates for a chosen session type, helping you see when sessions of that type can be scheduled make an api call allows you to make a custom, authorized api request to the service, enabling you to access endpoints or features not covered by the standard modules mege a client combines one client record with another to help eliminate duplicate client entries and keep your client list organized remove a client from a class removes a selected client from a specific class, ensuring they are no longer enrolled in that session search appointments finds and retrieves appointments that match your specified search criteria search classes finds classes that match the criteria you set, helping you quickly locate specific classes based on your chosen filters search clients this module lets you find clients based on specific search criteria, or you can use it to look up detailed information for a particular client by their unique id search courses finds courses that match the specific criteria you set, helping you quickly locate the courses you’re looking for update a client updates the information of an existing client, allowing you to modify their details as needed update an appointment updates the status or specific details of an individual appointment, allowing you to modify information such as time, notes, or appointment status watch new clients triggers when a new client record is created in your system, allowing you to automatically start workflows whenever a new client is added watch updated clients triggers when any details of an existing client are changed, such as their contact information or account status 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 //mindbodyonline com https //support mindbodyonline com/hc/en us https //developers mindbodyonline com/ui/documentation/public api#/http/mindbody public api v6 0/introduction/using the sandbox https //www make com/en/integrations/mindbody community