How to Set Up the MINDBODY Integration for Trainerize and Sync Contracts

*** Connecting to MINDBODY is available only for Studio and Enterprise plans. ***

 

With the MINDBODY integration for Trainerize, you can bring both your in-person and online businesses together. By syncing your MINDBODY contracts into Trainerize, you'll be able to import your in-person clients or members into Trainerize and offer them digital fitness experiences. 

Please note that in order to use this integration, you'll need to first have a MINDBODY account created. Once you have that, setting up the integration is quick and easy. 

Follow the steps below to learn how to connect your Trainerize and MINDBODY accounts: 

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

Click "CONNECT TO MINDBODY".

 

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Next, type in your MINDBODY ID and click "Locate Business" and follow the prompts to authorize the connection between Trainerize and MINDBODY. 

You'll receive a prompt letting you know that the connection was successful.

 

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Now that you are connected, you'll need to sync your MINDBODY locations with your Trainerize locations.

Click "Next" to begin this process.

 

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You'll need to choose the locations that you want to sync to Trainerize. Keep in mind that you can only sync as many of your MINDBODY locations as you have Trainerize locations (e.g., if you have 4 locations in MINDBODY and 2 locations in Trainerize, you will only be able to sync 2 of your MINDBODY locations).

 

The exception of this rule is Online Store location that might appear under MINDBODY locations list. If you allow your clients to buy contracts not only at the studio, but also online, the purchases your clients make online will be assigned to the Online Store location. You will be able to map your MINDBODY Online Store location to any of your Trainerize locations free of charge. Keep in mind that Online Store location feature is only available with certain MINDBODY software packages. 

 

Once you've mapped your MINDBODY locations to your Trainerize locations click the blue "Add" button next to each pair of locations. Then click "Next". 

 

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If you already have contracts set up in MINDBODY, you can now sync them with Trainerize so that each time a client or member purchases that contract they are automatically imported to Trainerize and any automation you've set up is triggered. The clients who purchased the contracts before you established the connection between MINDBODY and Trainerize will not be automatically imported to Trainerize. Learn how to manually import MINDBODY clients here


Hit "Next" to start syncing contracts.

If you don't have any contracts created yet, you can hit "Skip for now" and come back to it later.

 

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In the next dialog, you'll see a list of the existing contracts in your MINDBODY account for each of the locations you've synced with Trainerize. 

In order to sync a contract to Trainerize, it has to contain classes. Classes can be added on the MINDBODY platform in the contract settings. The contract cannot be an intro offer.

 

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Check off the contracts you want to sync then hit "Finish".

 

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This completes the setup process and will return you to the main integration page where you can add automation, sync additional locations, or sync more contracts. 

 

Syncing Contracts After Setting Up Your Integration

If you didn't have any contracts ready to sync during the initial setup process for the integration, you can always come back and sync them later. 

Start by creating a new contract in your MINDBODY account

Once you've done that, head back to Trainerize MINDBODY integration page and click "Add Contract Type" or, if you haven't added any contracts yet, click the blue button marked"Add Contract".

 

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In the next dialog, you'll see a list of the existing contracts in your MINDBODY account for each of the locations you've synced with Trainerize.

Check off the contracts you want to sync then hit "Finish".

 

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Your contracts are now synced with Trainerize. You're ready to start selling digital fitness experiences.

 


 

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