How To: Set Up MindBody Appointment Sync

1. Follow the instructions to connect your email account that receives MindBody appointment confirmations to your Signpost account: How To: Connect Your Email Account

 

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 say "Classes Booking Confirmations..." or "Reservation Booking Confirmations")

  • To shorten the list of emails, select the "Show enabled auto emails only" box 

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3. Ensure that the following is true before clicking the blue "Save" button in the top right-hand corner:

  • "Business reply to email" address is the same email address you connected to your Signpost account
  • "Enable email attachment" box is checked
  • "Subject" line of the email includes one of the following:
    • "Appointment is booked"
    • "Appointment is scheduled"
    • "Appointment reminder"

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4. Repeat steps 2 and 3 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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