Clients, contracts and visits from Mindbody
Each location's Mindbody site connects with an API key, its Site ID and a staff login. Clients, contracts, visits and intros arrive by webhook, and a daily sweep reconciles them.
- Connected per Mindbody site
- Lead creation is opt-in per site
Connecting Mindbody: an API key, a Site ID and a staff login entered and sealed, the activation approved in the site's back office, and two sites receiving deliveries, each with its Sync history.
Why and how to connect MaverStudio with Mindbody
Three credentials, one site each
Each location's Mindbody site connects with an API key, its Site ID and a staff login, after one activation in that site's back office.
- Approve the activation in your Mindbody back office
- Enter the API key, Site ID and staff login
- Repeat per site; every credential stays sealed
Real start dates, not client records
Contracts carry the date a membership really began, so New members counts the people who actually started in the period you are reading.
- Contracts read as memberships, dated by the contract
- Class visits feed retention, member by member
- ReferredBy and relationships read too
Your leads, created in Mindbody
A lead one of our pages takes can be created as a Mindbody client, opt-in per site, so your desk finds them where it already works.
- Switch on client creation per site
- An existing client gets a contact log instead
- Intro show and no-show read back within hours
A landing page on a phone: a visitor fills in name, phone and email, answers whether they have trained before and sends it, and the lead arrives in MaverStudio with its source and page kept.
Where Mindbody data shows up
Joins counted by contract
A contract is a membership, dated by the contract, so a join is counted in the month that contract began.
The Overview screen: marketing spend, contacts, new members and CAC for the period, then leads, trials, new members, spend and CAC for each location.
Intros with real outcomes
Mindbody does not push show or no-show, so we read them back within hours and put them on the Trials board.
The Trials board: intros waiting on an outcome, today's intros with their class and instructor, and one intro being recorded as Showed.
Members never pose as leads
A client already training at that location opens no lead, and families are read from Mindbody's relationships.
Mindbody at a glance
What we read
Clients, contracts, plans, classes, visits, intros, referrals, families
What we write
New clients from our pages, opt-in, and contact logs
How fast
Webhooks in real time, a daily sweep, intro outcomes within hours
How it connects
API key, Site ID and staff login, per site
Not read: Mindbody's Lead Management board stages, which its API does not expose.