DocumentationHow the Mindbody Sync Works
How the Mindbody Sync Works
Technical overview of how signed PDFs are uploaded directly to client documents.
Our app acts as a bridge between your digital forms and Mindbody.
Sync Logic
When a client signs a form, we attempt to match them in your Mindbody database using their Email and Full Name.
If a Match is Found:
- We automatically check the "Waiver Signed" box in their Mindbody profile.
- We upload the signed PDF certificate to their "Contact Logs" or "Documents" section (depending on your settings).
If No Match is Found:
We create a new Prospect profile in Mindbody with the information provided on the form, ensuring no data is lost and your marketing list grows.
Updated 5 months ago