How To: Set Up MindBody Appointment Sync

1. Log in to your Signpost account and navigate to "Settings," then "Email." Enter the login credentials for your email address that receives MindBody appointment confirmations.

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2. Log in to your MindBody account and navigate to "Manager Tools," then "Auto Emails," then "Appointment Booking Confirmations (Single)." (Depending on your MindBody configuration, your options might look like "Classes Booking Confirmations..." or "Reservation Booking Confirmations".)

  • You can select the "Show enabled auto emails only" box to shorten the list of emails 

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3. Ensure that the email address you connected to Signpost is set as the "Business reply to email" address

4. Ensure that the "Enable email attachment" box is checked

5. Ensure that the "Subject line" of the email includes one of the following:

  • "Appointment is booked"
  • "Appointment is scheduled"
  • "Appointment reminder" 

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6. Save your changes

7. Repeat steps 2 to 6 for the following auto-email types:

  • Appointment Confirmation (Manual)
  • Appointment Change Notification
  • Appointment Cancellation Notifications (Early)
    • Make sure the "Subject line" has the words "has been cancelled" in it
  • Appointment Cancellation Notifications (Late)
    • Make sure the "Subject line" has the words "has been cancelled" in it

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