CRM and Sales tools
Mindbody by Maxmel Tech
18 min
mindbody is a comprehensive platform for managing fitness, beauty, and wellness businesses, offering scheduling, payments, marketing, and analytics integrating with make com enables automated workflows, streamlined bookings, and enhanced client communications for business efficiency 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 mindbody support 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, create your account on mindbody app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 oauth2 0,api key oauth2 0 instructions you need to request and obtain your oauth client credentials log in to your mindbody developer account access the account section from the profile dropdown go to api credentials and select the oauth section fill out the contact api support form specifying in the description that you want to enable the oauth client for consumer api for your developer account once enabled, create a new oauth client by completing the create client wizard, selecting the application type (native, single page, web), and setting the 'client use for' dropdown to 'consumer api access' in the new client secret wizard, copy the generated client secret and close the wizard note your client id and client secret for use in oauth2 0 authentication api key instructions you need to create and retrieve an api key for your application log in to your mindbody developer account on the upper right menu, click account on the left sidebar, click api credentials on the credentials page, at the bottom under api keys, click create new api key in the app name box, enter a name that describes your application if you want the key to be active immediately, leave the active? checkbox checked and then click create locate the newly created api key in the table and click show to view the key 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}} log in in your make account , 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 connect an application 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 class that's already been created, making it easy to enroll participants in your existing sessions create a client adds a new client to your system, allowing you to store and manage their information for future interactions create an appointment creates a brand new appointment in your calendar, allowing you to schedule meetings or events easily list available dates fetches a list of all available dates for a specific session type, helping you see when sessions of that type can be booked make an api call allows you to make a custom api request to the service, using your authorized account this lets you access endpoints or features not covered by the standard modules mege a client combines the details of one client record with another to eliminate duplicate 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 or associated with that class search appointments finds and retrieves appointments that match your specified search criteria search classes searches for classes that match the criteria you specify, helping you quickly find the classes you need search clients finds clients that match your chosen search criteria, or lets you look up detailed information for a specific client using their id search courses allows you to find courses that match your chosen criteria, helping you quickly locate the specific courses you’re interested in update a client updates the information for an existing client, allowing you to modify their details such as name, contact information, or other relevant data update an appointment allows you to update the status or specific details of an individual appointment, such as changing the appointment time, updating notes, or modifying its status watch new clients triggers whenever a new client is added to your account, allowing you to automatically start workflows or take action whenever a new client record is created watch updated clients this module activates whenever any changes are made to an existing client’s details templates you can look for more templates in make's template gallery , 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 mindbody topics on make community mindbody website mindbody documentation mindbody api documentation mindbody page on make