Mindbody & Booker Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
Automate Google review collection after appointments
Automate post-appointment follow-up
Automate patient retention campaigns for specific treatment & service types
Collect data for better patient/client segmentation
Automated birthday campaigns
Platform Connection Requirements:
The integration uses AX Connect. The client must have API access from Mindbody or Booker.
Aesthetix CRM collects an integration fee of $99 per month to setup and maintain the integration.
The client must share admin/owner credentials for the initial integration setup to connect the systems.
Once we have confirmed this access is correct, we can proceed with the integration.
Current Integration Available:
One-way sync from Mindbody or Booker to Aesthetix CRM
New Appointments Created Trigger
New Sale/Order Trigger (includes all memberships, gift cards, etc.)
New Membership Created Trigger
Membership Cancelled Trigger
Contact & Opportunity Custom Fields Available:
Custom Field Name | CF Type | CF Custom Value |
MB Service Name | TEXT | {{ contact.mb_service_name }} |
MB Location Name | TEXT | {{ contact.mb_location_name }} |
MB Client ID | TEXT | {{ contact.mb_client_id }} |
MB Appointment Count | NUMERICAL | {{ contact.mb_appointment_count }} |
MB DOB | DATE | {{ contact.mb_dob }} |
MB Last Appointment | DATE | {{ contact.mb_last_appointment }} |