Follow these steps to integrate your Mindbody account with your Referrizer account.
First, log into your Referrizer account
Then click your name in the top right.
Next, click Integrations.
Then select Mindbody
Type in your credentials:
The studio ID is visible once you're in your Mindbody account
You will get to this screen. Click "Activate integration" and you'll be taken to your Mindbody account to log in.
Once there, you will have a text box where you will put this activation code in. Put that in and you're almost done!
The rest of the process is really simple. Choose your location and hit next. Finalize your integration and you're done.
Congratulations! You've just fully integrated Mindbody with Referrizer.
Congratulations! You've just fully integrated Mindbody with Referrizer.
! Note !
- Engage through SMS/Email - enables automated texts/emails to trigger via customer check-ins
- Sync Arrivals - enables self check-in customers to be registered by the system
- Sync all visits during initial sync - enables the sync of all visit data rather than visit data from the start of integration
- Include Leads with no visits - enables the sync of all Leads in your Mindbody account, not just the ones with visits
- Sync Enrollments - syncs the check-in info for your workshops and events
- Sync Purchases - syncs all purchasing info with each purchase counting as a check-in
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