You can use MINDBODY ONLINE for scheduling appointments and collecting payments from your clients. The add-on with Trainerize allows you to keep your clients in MindBody in sync with your Trainerize account.
For example, you may manage 100 clients on MindBody. And if you'd like to offer online training to 30 of them, you can pull in those 30 clients into your Trainerize site. Once you add-on MindBody to your Trainerize account, you will see a pop-up wizard highlighting all your clients from MindBody and you can check off the clients you wish to import. We can only pull in clients that have an email address.
Below are instructions on connecting your Trainerize site with your MindBody account:
Step 1: Find your MindBody Site ID
You can find your Site ID when you sign into your MindBody site. In the example of the screen shot below, the site ID is: -223
Step 2: Enter your MindBody site ID into Trainerize
Navigate to the Add-On Directory in your Trainerize site, expand "MindBody Online", and enter in your MindBody site ID, and then click "Connect".
Step 3: Activate your MindBody add-on.
Click the "Activate on MINDBODY" green button, which will appear after completing the previous step.
Step 4: Authorize Trainerize on MindBody Online
Once you click "Activate on MINDBODY" in step 3 above, a new browser tab will open up prompting you to login to your MindBody account.
Make sure you sign in with your main business owner account. Only this account has the rights to authorize add-ons to work with MindBody Online. If you are not sure of your login for this, please contact your MindBody Online support rep to find out.
Step 5: Return to Trainerize to Try to Establish Connection
Once you successfully login to your MindBody site, navigate back to your Trainerize site. You will now notice the green button showing "Try connecting to MINDBODY". Click the green button, and it'll link the two sites together
Step 6: Import Your Clients
Once the two sites are linked up, you can then import your clients by clicking on "Import clients from MINDBODY"
Select the clients you wish to import, by checking off their names, and click "Import"
What happens after you import clients?
- Once you import the clients, they will be added to your system. The welcome mailer will be sent out as usual. Of course you can configure the sequence of automated notifications and events.
- Make sure to switch into their accounts and set them up on a training plan.
- If your business owner deauthorizes Trainerize as an add-on, or changes their credentials, the import may fail. Simply disconnect the add-on and reconnect.