How to Set Up Automation for MINDBODY Contracts Synced to Trainerize

With the new MINDBODY integration for Trainerize, you'll get access to powerful automation features designed to help you do more in less time and deliver amazing client/member onboarding experiences.

You can use automation to instantly deliver a digital program, assign clients/members to a trainer, add them to groups, and more. It's up to you what actions you'd like to automate for each of the contracts you sync between MINDBODY and Trainerize.

Once set up, whenever a client or member purchases that contract, they'll be instantly imported into Trainerize, and the automation will kick in. 

 

Follow the steps below to learn how to set up automation:

 

First, go to Add-Ons > Business App integrations > MINDBODY

Locate the contract you want to set up automation for from your list of Synced Contract Types, then click the "+Add" button next to the contract name.

Automation_1.png

In the new pop up, you'll see that you can automate actions to run at two times: when the product starts and when the product ends.

You can automate the following:

  • Set sign-in access
    • With sign-in
    • No sign-in
  • Set messaging option
    • One-way messaging
    • Two-way messaging
  • Assign to a trainer
  • Deliver content by
    • Subscribing a client to a Program
    • Copying Program to a client's account
  • Join a group (up to 3)

Review the different options available and select which actions you want to trigger at each of those times by clicking the checkbox and filling in any necessary details for each automated action.

Automation_2.png

Automation_3.png

Automation_4.png

When you've finished selecting and setting up the actions you'd like to automate, hit the save button at the bottom of the pop-up. This will return you to the MINDBODY integration page.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.