December 2024 Product Recap
December 18, 2024
In this article:
- Payments: Accept contactless payments from your phone
- Lead Management: Intro offer insights, easier VoIP calls and better Facebook integration
- Mindbody app: Enhanced client navigation and usability
- Client management: Modernized client schedule page
- Settings: Navigate settings page more easily
- Classes: Streamline multiple class waitlists with SMS
- Client verification: Simpler sign-up process for new clients
- APIs: Improved workflow, bulk booking, and increased capabilities
The December updates are here! Check out the latest improvements made to help streamline your business and improve your client experience.
Payments: Accept contactless payments from your phone
For Mindbody Payments Business app users • Available in the US and AU
With Tap to Pay on iPhone and Android, payments are now more convenient—no hardware needed. You and your staff can accept contactless payments right on a phone using the Mindbody Business app. To use Tap to Pay, simply sign up on the latest version of the Business app and your staff can start accepting payments from anywhere.
Lead Management: Intro offer insights, easier VoIP calls and better Facebook integration
For Ultimate users • Available in all regions • Class-based businesses
Check intro offer information on lead cards
Client intro offers are now displayed right on the lead card, eliminating the need to navigate multiple screens. This update saves time and streamlines lead management by making important details more accessible. Learn more about how you can access your leads' information.
Easily contact leads with VoIP
Call workflows just got simpler. Now, when you click a phone number on a lead card, you can choose your preferred VoIP app and save time by calling prospects directly. This update also allows CTAs to open other Mindbody pages in the same tab, streamlining navigation.
Enhance your Facebook integration
You no longer need to manage separate Facebook pages for each location. Save time and gain more control over Facebook ad campaigns by linking a single Facebook page to one or multiple studios, seamlessly routing leads to the right location. Learn how to integrate your Meta leads.
For all Mindbody users • Available in all regions
Get more client interaction with the new UI/UX on the Mindbody app’s browser version. With a polished, consistent layout, users can navigate and access features more easily. This update focuses on enhancing visual appeal and usability to create an improved experience.
Client management: Modernized client schedule page
For all Mindbody users • Available in all regions
We've made it easier to navigate your clients’ schedule page with a sleek new look and added filters. Sort information by date, time, and location, or create a custom view by resizing columns. Plus, even more updates are on the way!
For all Mindbody users • Available in all regions
The settings page has been redesigned with a clean, modern layout, making it easier and more enjoyable to use. Links are now categorized, consolidated, and paired with descriptions for added context and clarity.
Classes: Streamline multiple class waitlists with SMS
Class-based businesses • Available in all regions
Our enhanced SMS support allows clients on multiple waitlists to choose which class they want to claim and which they wish to cancel. This update streamlines waitlist management, reduces booking conflicts and no-shows, and gives clients the flexibility to choose their preferred class. Learn how you can use waitlists for classes.
Client verification: Simpler sign-up process for new clients
For all Mindbody users • Available in all regions
Account verification is now faster and easier than ever, with industry-standard security. Instead of email links, new clients can verify their accounts with a quick 6-digit passcode—helping them get started in no time!
APIs: Improved workflow, bulk booking, and increased capabilities
For all Mindbody users • Available in all regions
Enhance workflow management with appointment requests
The updated AddAppointment endpoint introduces a new parameter for appointment requests, allowing appointments to be submitted as "requests" instead of waitlisting entries. This unlocks features like request visibility and flags, improving usability and workflow management for businesses that rely on requested appointments.
Save time with bulk appointment booking
The new AddMultipleAppointments endpoint allows developers to book multiple appointments in a single request, reducing integration complexity and improving efficiency. Each appointment is processed individually, making sure that bookings are successful even if one request fails.
Simplify class spot reservations
A new autoAssignSpot parameter eliminates the need to manually select the number of spots for class reservations. This update makes the booking experience faster and smoother for clients who prefer automatic spot assignments. With the new autoConfirm parameter, the class spot is automatically confirmed, without the need to call the /confirm endpoint.
Add notes to class schedules
Customers can now add notes to class instances of the schedules, making it easier to manage high-volume bookings or themed events. This capability is accessible through a Public API endpoint, exposing ClassNotes in the GetClasses response, allowing notes to be updated and retrieved with existing schedule data.
Webhook enhancements
The new clientMembershipAssignment.cancelled webhook event is triggered when a client membership sale is voided, keeping businesses up to date with real-time client membership changes for better management and reporting.
The client.updated webhook event now tracks when relationships are added or removed from client profiles, providing greater accuracy and visibility for client management.
Improved public API capabilities
The POST ReturnSale endpoint has been enhanced to allow sales returns as account credit, supporting a wider range of payment types beyond the "Comp" method.
The GET Products endpoint now includes a secondary category parameter, available as both a filter and a response property. This facilitates more detailed product categorization and sales configuration.
The POST CheckoutShoppingCart endpoint now accepts a notes field for product sales. This freeform string (up to 255 characters) allows customers to include additional information related to sold products.
API improvements and fixes are available in the developer portal release notes.
Note: Adoption by external partners/integrators required