March 2025 Product Recap

By Mindbody Product Team

March 25, 2025

Lead Management: New sales pipeline triggers and improved tagging

New sales pipeline triggers

For class-based Mindbody Ultimate users • Available in all regions

It’s easier than ever to make timely follow-ups with these new triggers. You can now automatically move leads across the sales pipeline based on key client milestones like class attendance or intro offer expiration.

Lead Management helps your team nurture clients through every stage. Learn more about it!

Improved tagging for Lead Management

For Mindbody Ultimate users • Available in all regions

Leads from the Business app and Messenger[ai] now flow smoothly into the Lead Management sales pipeline with their source correctly tagged. This update makes it easier for you to identify your sales sources and optimize your strategies.

Marketing Suite: Better email metrics and contact management

For Mindbody users at Accelerate or above • Available in all regions

We've refined our email metrics for more accurate delivery counts, excluding invalid addresses and unsubscribed recipients from the Sent count. Real deliveries remain unchanged. We also updated the contact list to include a dedicated Marketing Communications column, plus expanded filtering options to improve subscription management and audience targeting.

Business app: Rank upgrade alert on the Class Roster page

For Mindbody Payments users • Available in all regions

If you use progress tracking (formerly martial arts belt tracking), you can now view your client rankings right on the Business app, on the Class Roster page. See who’s ready for the next level and keep your classes running smoothly—no reports needed.

Learn more about setting up progress tracking.

API: Webhooks enhancement for real-time arrivals data

For all Mindbody Public API users • Available in all regions

The new clientArrival.created webhook event triggers real-time client check-ins, eliminating delays and improving data accuracy. This ensures seamless sync, greater efficiency, and a better experience for businesses and clients.

Visit the Developer Portal Release Notes for additional API updates and fixes.