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.
If you are not seeing waivers sync over successfully to your Mindbody account you can review the points below which detail reasons that can cause the integration to fail - or cause waivers not to sync over correctly:
1. The integration requires that Smartwaiver customers sign up for the Starter Plan ($55/month) or higher.
2. The customer already has an existing customer profile within your MBO dashboard.
3. Settings may not be configured properly within the MBO dashboard or account.
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Click here to review Step 8 within our setup article, which outlines Mindbody settings and Required Fields that need to be either left blank, or checked and enabled.
- Check to ensure ONLY the Email field has been checked/enabled.
4. Settings may not be configured properly within the waiver's settings.
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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'.
What gets transferred from Smartwaiver into Mindbody?
The following data will be automatically imported from Smartwaiver into Mindbody when a new client profile is made:
- First/Last name
The integration can also transfer over the following fields, if they are enabled within the waiver:
- Age/Birthday (if enabled within Smartwaiver)
- Phone Number (if enabled within Smartwaiver)
- Address (if enabled within Smartwaiver)
- Emergency Contact (if enabled within Smartwaiver)
How to get the correct settings for what you need:
There are a few options that we can adjust within the MindBody integration, and often times these settings can be overlooked.
By clicking into the "Modify Integration" button on the Mindbody integration screen, we can gain access to a few more items:
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Opt-in to Update Existing Client Profiles
- This will work by matching a profiles name and email with an already existing participant in your Mindbody. Then, the integration will replace all the other information (age, phone, etc). This is useful if you have repeat participants, but want to make sure their information is always updated.
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Opt-in to Mindbody Document Attach
- Will forward a PDF of your customer's signed waiver to your Mindbody account
- 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 here and you will see the area to download the PDF of the signed waiver from your Mindbody dashboard
How to check logs for additional details:
You can also view more information about an accounts MindBody webhooks on the configuration screen for the Mindbody Integration. The 4th column might reveal additional details about whether the webhook fired successfully, or if there was something preventing it from working as intended.
The comments are typically self explanatory, but the most common comments you will see are:
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true; Creation Successful
- This message means that the integration went through, and that a new profile was created on the Mindbody side relative to a waiver that was signed.
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false; Creation Error: Client creation cannot result in duplicate client records
- This message means that the integration was blocked because the client's information (name and email) already exist inside of Mindbody.
- Note: You will see this message even if "Opt-in to Update Existing Client Profiles" is on IF all of the requested information is the same as an existing profile (i.e Name, Email, Age, Phone Number, Address, Emergency Contact).
Read more on the integration here: Smartwaiver and Mindbody
