MINDBODY is a business management software used by small and medium-sized business owners in the wellness industry. MINDBODY helps its clients with online booking, scheduling, payments, and a host of other marketing management and staff management features. It is mainly used by spa, salons, wellness centers, yoga studios, etc. Integrating MINDBODY with Birdeye will automate the process of sending out review requests to clients on a daily basis.
Once the integration is complete, Birdeye will pull client information from MINDBODY once daily for the appointments that were completed on the previous day. If you conduct regular fitness classes, Birdeye will fetch data for all the clients who attended classes on the previous day.
Birdeye collects the first name, last name, email address, and phone number of your clients and automatically sends them review requests. To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. Birdeye technical support team would need your MINDBODY SITE ID to successfully setup the integration. NOTE: You can locate the SITE ID in the footer of the website.
Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for MINDBODY:
Trigger Name | Trigger Description |
MINDBODY Appointment Trigger | This trigger is used to fetch customer data based on the completed appointments. |
MINDBODY Class Trigger | This trigger is used to fetch customer data based upon classes visited. |
Birdeye Lead Trigger | This trigger is used to push referral and webchat leads from Birdeye into Mindbody CRM. |
Appointment Reminder Trigger | This trigger is used to cancel/confirm appointments. It's required for reminders. |
Appointment Writeback | This trigger updates appointments created via the Birdeye widget (Writeback in PMS). It's required for scheduling. |
After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the rest of the integration process.
To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. On the bottom of the 'Setup' page, click on the 'Authenticate MINDBODY ' button under the CRM integrations header.
NOTE
To successfully authenticate MINDBODY, the user needs to have 'Manager' level permissions. To know more about staff permissions within MINDBODY, read this support article: https://support.mindbodyonline.com/s/article/203253743-Staff-permissions-explained?language=en_US#Staff_permission_groups
After you click on the authenticate button, you will be redirected to the MINDBODY website. Enter the email address and password associated with your MINDBODY account and click on 'Log In'.
Once you have logged into your MINDBODY account, your integration will be successful.
NOTE
No Activation code is needed to be entered in the box on the right.
After the integration is successful, it may take up to 24 hours to update the 'Successfully authorized' status next to MINDBODY under the 'Settings' tab.
