Booker Integration

About Booker

Booker by Mindbody is a cloud-based booking solution that provides businesses in cosmetics and wellness industry such as spas and salons, tools, which help them to manage their booking routines, payments, customer interactions and marketing activities.

What can I do with Booker integration?

  • Segment customers based on data from Booker, (e.g. membership, visits, etc.)
  • Engage customers in Referral program
  • Engage customers in Loyalty program
  • Get new online reviews and customer feedback

How can I integration Booker with Referrizer?

  1. Firstly, go to our Integration page
  2. Click START on the Booker card

3. On this page you will be asked for your Location ID

4. After you click on the Activate Integration button, you'll be redirected to a Booker authorization page where you will be asked to sign in with your Booker username and password and allow integration.

5. On the next page you will have to allow Referrizer to integrate with your Booker account

6. Once the integration has been completed you will be redirected to the Booker integration page in Referrizer. 

With the sync enabled, all contacts will be moved from Booker to your Referrizer account and segmented into customer groups based on their last visit date. Additionally, from this moment on we will also sync:

  • Any future entry of a new contact
  • Any changes to the existing contacts
  • Every check-in to Booker

What data are beeing synced from ClubReady to Referrizer

Once connected, Referrizer will sync your customer data from ClubReady. Here’s what to expect:

Initial Sync:

  • All customers: Referrizer will pull a list of your members or clients so you can easily manage communications.

Hourly Sync:

  • New check-ins: This sync is conducted once per hour.
  • New bookings: Our booking sync works in real-time, via webhooks. In addition to that we have hourly check-in as a 'double confirmation' in case a webhook doesn't get through, so it picks it up.
  • New leads: When a lead is created in the Referrizer and the source is not ClubReady, we send and create this lead in ClubReady.

Real-Time Updates with Webhooks:

ClubReady also supports webhooks, which provide real-time updates whenever something important happens in your account:

  • New Users: Whenever a new member joins, the system automatically updates Referrizer.
  • Booking Changes: If a class or appointment is booked, cancelled, or rescheduled, the changes are reflected instantly.

What's supported

The list below provides a comprehensive reference of the data synchronization between Referrizer and Booker. The following table outlines all data attributes that are synchronized between the two platforms.

Use this document to understand which specific data elements are transferred in this integration, helping you maximize the functionality of your connected systems. The table shows exactly which fields are supported and in which direction data flows.

Booker to Referrizer

The following attributes are synced over to Referrizer from Booker.

Contacts

First nameSynced initially, Hourly
Last nameSynced initially, Hourly
PhoneSynced initially, Hourly
EmailSynced initially, Hourly
Address (Street)Synced initially, Hourly
Address (City)Synced initially, Hourly
Address (State)Synced initially, Hourly
Address (Zip)Synced initially, Hourly
Address (Country)N/A
GenderN/A
BirthdaySynced initially

Subscriptions

Email subscriptionN/A
Text subscriptionN/A

Visits and bookings

Number of visitsN/A
Checkins (visits)Hourly
Referred byN/A
AppointmentsN/A
ServicesN/A
ClassesN/A
Last Purchases Service/ItemN/A
Last Purchases DateN/A
Last Booking NameN/A
Last Booking DateN/A
Last Visit DateHourly
CRM Member (Y/N)Yes
Membership CommentsN/A
Contract Start DateN/A
Contract NameN/A
Contract ExpiryN/A
Contract EndedN/A

Referrizer to Booker

The following attributes are synced over to Booker from Referrizer.

First NameN/A
Last NameN/A
PhoneN/A
Email N/A
Address (Street)N/A
Address (City)N/A
Address (State)N/A
Address (Zip)N/A
Address (Country)N/A
GenderN/A
BirthdayN/A
TagsN/A
Email subscriptionN/A
Text subscriptionN/A
Input sourceN/A
Referral typeN/A

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