---
title: "Overview of MindBody & Booker Integration with Aesthetix CRM"
description: "Learn more about the fields, workflows, triggers, and actions available in the Mindbody & Booker integration."
url: https://help.aesthetixcrm.com/en/articles/1067-overview-of-mindbody-and-booker-integration-with-aesthetix-crm
collection: "MindBody | Booker"
updated: 2026-07-17
language: en
---

# 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:**

<table data-id="f8fc55b4-3249-4a1d-b1bf-28c137319a3c" style="min-width: 75px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="8cbfc976-8416-421d-b9f3-0aaa63651a89" style="text-align: left;">Custom Field Name</p></td><td colspan="1" rowspan="1"><p data-id="728835e5-bb33-48b1-80d0-529c5d9119c5" style="text-align: left;">CF Type</p></td><td colspan="1" rowspan="1"><p data-id="f936aa7a-e21e-4ae7-a8dc-24795071d813" style="text-align: left;">CF Custom Value</p></td></tr><tr><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="e6ffc9ef-bb7a-450c-9e06-a015f5634b71" style="text-align: left;"><strong>MB Service Name</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 294.045px;"><p data-id="f4cc842c-d3db-431c-9542-ce6e35277f6a" style="text-align: left;"><strong>TEXT</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="26115006-fc59-4578-8bc1-6a74de5be18b" style="text-align: left;"><strong>{{ contact.mb_service_name }}</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="b21afbd3-127b-45d1-ab4e-6333cf9cb2ca" style="text-align: left;"><strong>MB Location Name</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 294.045px;"><p data-id="5dd77998-5c4d-419f-8d12-efc38371a6db" style="text-align: left;"><strong>TEXT</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="0d08c04a-ab2a-4647-b8c5-048822604122" style="text-align: left;"><strong>{{ contact.mb_location_name }}</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="bd8bc1af-f305-495d-bec0-cc2e52410c55" style="text-align: left;"><strong>MB Client ID</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 294.045px;"><p data-id="289a635d-491c-44b9-bcd0-033539ddb40c" style="text-align: left;"><strong>TEXT</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="0865fce6-28e0-42f9-818d-d1d482e88491" style="text-align: left;"><strong>{{ contact.mb_client_id }}</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="4e89c2df-5ad3-480c-83d8-784045600434" style="text-align: left;"><strong>MB Appointment Count</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 294.045px;"><p data-id="121e6099-4f80-4d4a-b856-dbb2447de644" style="text-align: left;"><strong>NUMERICAL</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="6197ea44-214f-4bb5-9e29-e4596460fb00" style="text-align: left;"><strong>{{ contact.mb_appointment_count }}</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="9ea8b6dd-316e-44a6-a6b6-fd9b4dda2ed4" style="text-align: left;"><strong>MB DOB</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 294.045px;"><p data-id="7d3dae89-d371-4c17-a3e9-87cbe5567f4a" style="text-align: left;"><strong>DATE</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="9310a814-25d2-4de8-89d1-12a840f42b6f" style="text-align: left;"><strong>{{ contact.mb_dob }}</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="f7e0a46c-a48c-472e-b243-ab742244039a" style="text-align: left;"><strong>MB Last Appointment</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 294.045px;"><p data-id="3cbb190d-4823-4cd3-b7a7-76b07ea62b05" style="text-align: left;"><strong>DATE</strong></p></td><td colspan="1" rowspan="1" style="box-sizing: inherit; border-width: 0px; border-style: solid; border-color: rgb(229, 231, 235); --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / 0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; padding: 0.75rem; text-align: left; font-size: 0.875rem; line-height: 1.25rem; font-weight: 500; --tw-text-opacity: 1; width: 441.068px;"><p data-id="73fa55d1-0c23-401a-ba4a-df426b500ef5" style="text-align: left;"><strong>{{ contact.mb_last_appointment }}</strong></p></td></tr></tbody></table>
