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Recipes

Mindbody recipes

Text clients about classes and appointments from the studio’s own number.

Two recipes for Mindbody. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.

How Mindbody connects

  • Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

Confirm each booking

PartWhat it is
TriggerWhen a client books a class or appointment in Mindbody
ActionBlueBot’s Send Text action
Connects throughZapier

Steps

  1. Start a Zap with Mindbody’s trigger for a new booking.
  2. Add BlueBot’s Send Text action and map the client’s phone to To.
  3. Write the text with the class name and time mapped in.

Map the fields

BlueBot fieldMap it to
ToThe person’s mobile number from Mindbody. US numbers can leave off the +1.
TextHi {{first_name}}, you’re in for {{class_name}} on {{date}} at {{time}}. See you on the mat!
{{first_name}} in the textMindbody’s first name field.
{{class_name}} in the textMindbody’s class name field.
{{date}} in the textMindbody’s date field.
{{time}} in the textMindbody’s time field.
Metadatasource set to mindbody, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
ServiceAuto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Mindbody’s field back into To and turn the Zap on.

Welcome new clients

PartWhat it is
TriggerWhen a new client is added in Mindbody
ActionBlueBot’s Send Text action
Connects throughZapier

Steps

  1. Start a Zap with Mindbody’s trigger for a new client.
  2. Add BlueBot’s Send Text action and map the client’s phone to To.
  3. Write a welcome with what to bring to the first class.

Map the fields

BlueBot fieldMap it to
ToThe person’s mobile number from Mindbody. US numbers can leave off the +1.
TextWelcome to Northside Yoga, {{first_name}}! Bring water and a towel, and come 10 minutes early for your first class.
{{first_name}} in the textMindbody’s first name field.
Metadatasource set to mindbody, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
ServiceAuto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Mindbody’s field back into To and turn the Zap on.

Before you turn it on

  • Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
  • A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
  • Mindbody with BlueBot on the integrations page says what else the two do together.