*This integration requires that Smartwaiver customers sign up for the Starter Plan ($55/month) or higher.
With the Smartwaiver + Mindbody integration, whenever a new customer completes your digital smart waiver, a new customer profile will automatically be created in your MBO dashboard.
Setting up the integration is easy!
Step 1: Make sure you are signed up for the Starter Plan ($55/month) or higher
> How to upgrade your Smartwaiver plan
Step 2: Enable the Mindbody Integration in the Smartwaiver Console
From the Smartwaiver Dashboard, go to My Account, click on Integrations, then click the Add Integration button (below the Mindbody logo).
Step 3. Enter the Site ID associated with your Mindbody account, then click the Activate Mindbody Integration button.
(You can find your Site ID on the bottom right of the screen in your Mindbody account. Please refer to this Mindbody help article for more information on that.)
Step 4. OPTIONAL: Opt-in to 'Update Existing Client Profiles' OR Opt-in to 'Mindbody Document Attach'
On this page you will also see two optional checkboxes labeled 'Opt-in to Update Existing Client Profiles' and 'Opt-in to Mindbody Document Attach'.
- Selecting and enabling the Update Existing Client Profiles checkbox will set your Mindbody account to update any existing customer's profile details, should they fill out additional waivers in the future.
- Selecting and enabling the Mindbody Document Attach checkbox will forward a PDF of your customer's signed waiver to your Mindbody dashboard.
- To access the attached PDF/waiver in Mindbody: When viewing a customer's profile within Mindbody, on the very right of this screen there is a tab labeled 'Documents'. Clicking this tab will allow you to download the PDF of the signed waiver from your Mindbody dashboard.
Once you have entered your Site ID + Mindbody credentials once again, click the Copy Activation Link button to copy the link, then paste this activation link into a new tab to continue the setup.
Step 5: After successfully logging to your Mindbody account in a new tab, go to Home, click on “Manager Tools”, and select API Integrations (at the bottom right, under Mindbody Add-Ons).
Step 6: From your Smartwaiver dashboard, copy the Activation Code you are given, and paste that code into the Mindbody Activation Code text box. Then click the Submit button.
You can find this section by logging into your MindBody account, then navigating over to the "Manager Tools". From here, you'll click on the "API Integrations" link.
On the next screen, you'll see an Activation Code field:
Step 7: Navigate back to the Smartwaiver page and click the Complete Integration button (on the Mindbody Integration popup).
If the Site ID is entered correctly, you will see the Add Integration button change to display as Active, indicating the integration has been set up successfully.
Step 8: Configure Your Mindbody Account
A.) From the Mindbody website (https://www.mindbodyonline.com/) click on Staff Log In and enter your site location. Verify your location and enter your Mindbody credentials to log in.
B.) Once logged in, click on Manager Tools
C.) Click on Settings near the top right. In the middle column, click on Required Fields.
D.) Place a checkbox next to Email as a required field. (Check to ensure ONLY the Email field has been checked/enabled.)
Smartwaiver will provide the other information captured on your waiver; e.g. Name, Address, DOB, etc.
You're all set!
Now, when a customer signs your digital waiver, if there is no match in your MBO Client Dashboard (First Name, Last Name, Email Address) a new client profile will be created.
While Smartwaiver allows up to one adult per form (or one adult and up to ten minors per form), the Mindbody + Smartwaiver integration accommodates a maximum of one participant per waiver. In order to send over information and create a new customer profile within Mindbody successfully, you'll want to ensure your waiver form allows no more than one person per form.
Click here for more on 'How to adjust waiver settings to support only person per form'.
*This integration requires Smartwaiver customers sign up for the Starter Plan ($55/month) or higher.
See also: Why aren't waivers syncing with my Mindbody Online account?
