Overview of MindBody & Booker Integration with Aesthetix CRM

Learn more about the fields, workflows, triggers, and actions available in the Mindbody & Booker integration.

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 }}

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