Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Section


Column
width80%


Panel
borderColor#01ACEC
bgColor#01ACEC
borderWidth2

HOME > SET UP > INTEGRATIONS & PARTNER PAGES > MINDBODY ONLINE




InTouch Field NameMINDBODY Field Name

Integration with MINDBODY Online

Add

The integration between InTouch -and MINDBODY Online integration allows for an automatic flow of information from InTouch to MINDBODY. See below for the data that transfers and how to set up your integration.

Integration Features

This integration allows lead information to immediately pass one way from InTouch to MINDBODY so you only need to enter leads one time.

works by connecting the InTouch message bus and sending updates to MINDBODY through their API. In other words, add (or update) a lead in InTouch

  • InTouch sends data to MINDBODY
  • MINDBODY creates (updates) a prospect
  • Fields that Transfer from InTouch to MINDBODY

    and it will automatically create (or update) a prospect in your MINDBODY Online account. See below for more detail and how to get started.


    Contents:  Example  |  Fields That Transfer  |  How to Get Started



    Anchor
    eg
    eg
    Example

    Lead created in your InTouch (through any means: FollowUp, Website, Facebook, etc)

    Image Added

    Automatically creates your prospect in MINDBODY

    Image Added

    Anchor
    fields
    fields
    Fields that transfer

    Info
    iconfalse
    • First Name
    • Last Name
    • Email
    • Mobile Phone
    • Home Phone
    • Work Phone
    EmailDate of BirthGenderAddressAddress Line 1CityStateZip Code

    Example

    How to set up this integration

    Coming soon
    • Address
    • City
    • State
    • Postal Code
    • Birthdate
    • Gender


    Anchor
    start
    start
    How to get started

    1. Log in to your MINDBODY Online account
    2. Create a login for your integration. InTouch will need a Staff Username and Password for your MINDBODY Online API in Step 7; please do not send us your personal login information.
    3. While in MINDBODY, remove all Consumer Mode Required Fields:
      1. Go to the Home tab and select 'Manager Tools' in the submenu
      2. Select 'Settings' and then 'Required Fields'
        Image Added
      3. Uncheck all boxes under 'Required in Consumer Mode?'
      4. Select 'Update'
        Image Added
    4. Contact InTouch Support with the following information for your MINDBODY Online API.
      • Staff Username and Password (as created in Step 2)
      • Site ID (Not sure where to find this? Click here)
      • Don't forget to send us your name, contact info, and the name of your club!
    5. InTouch Support will complete your integration (this should only take a couple business days) and send you an Activation Link and Activation Code. Click the link to tie your activation code to your MINDBODY Site. Or you can enter the code into the API Integration page in your site. You can find the API Integrations page under the Home Tab in the Manager Tools section on the bottom right.

    That's it!