Mindbody

• New clientRuns when a client is added in Mindbody, with their details. Clients already there when the workflow is turned on don't start it.
• Client updatedRuns when a client's details change in Mindbody, with what they are now. Adding a client doesn't count as a change.
• New saleRuns when a sale is made in Mindbody, with what was bought and how it was paid.
• New appointmentRuns when an appointment is booked in Mindbody for the next 60 days, at any location or the one you choose.

• List clientsFind clients by name or email, or list those changed since a time. Gets one page; run it again with 'Skip' for more.
• Get clientGet one client's details: contact details, status, balance and home location.
• Add clientAdd a new client to the business. Mindbody refuses a second client with the same first name, last name and email.
• Update clientChange a client's details, or make them active or inactive. Only the fields you fill in change.
• List client visitsList a client's class and appointment visits between two days, past or booked. Gets one page.
• List classesList scheduled classes between two days, with their teacher, location and how full they are. Gets one page.
• Get class rosterGet a class with everyone booked into it and whether they have signed in.
• Book client into classBook a client into a class, or onto its waiting list.
• Remove client from classCancel a client's booking in a class.
• List appointmentsList booked appointments between two days, for everyone or one staff member, location or client. Gets one page.
• Find open appointment timesFind when staff are free to take a type of appointment, between two days. Times are the business's local time.
• Book appointmentBook an appointment for a client with a staff member at a location.
• Update appointmentMove an appointment, change who it's with or its notes, or mark it confirmed, arrived or completed. Only the fields you fill in change.
• Cancel appointmentCancel an appointment, on time or as a late cancellation.
• List staffList the business's staff members. Gets one page.
• List locationsList the business's locations, with their addresses.
• List service categoriesList the business's service categories (Mindbody calls them programs), such as Yoga classes or Massage appointments.
• List session typesList the kinds of class and appointment the business offers, with their usual length.
• List pricing optionsList the passes, memberships and drop-ins the business sells, with their prices. Gets one page.
• List salesList sales made between two times, with what was bought and how it was paid. Gets one page.

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