Enable the Mindbody Integration
Step 1. From the Enterprise Dashboard, go to Locations, then click the Location you want to integrate
On the location detail screen click on Connect With Mind & Body button
Step 2. Enter the Site ID associated with your Mindbody account along with the Staff ID and Password for your Mindbody Dashboard, then click the Submit button.
(You can find your Site ID on the bottom right of the screen in your Mindbody account. Please refer to this Mindbody help article for more information on that.)
Step 4. OPTIONAL: 'Opt-in to Mindbody Document Attach'
On this page you will also see an optional checkbox labeled 'Opt-in to Mindbody Document Attach'. Selecting and enabling this checkbox will forward a PDF of your customer's signed waiver to your Mindbody dashboard.
Once you hit submit you will receive a popup with an activation code Copy Activation code You can activate integration in Mindbody dashboard by logging to your Mindbody account in a new tab, go to Home, click on “Manager Tools”, and select API Integrations (at the bottom right, under Mindbody Add-Ons). Please refer to the following link on the instructions
Configure Your Mindbody Account
1. From the Mindbody website (https://www.mindbodyonline.com/) click on Staff Log In and enter your site location. Verify your location and enter your Mindbody credentials to log in.
2. Once logged in, click on Manager Tools
3. Click on Settings and Required Fields.
D.) Place a checkbox next to Email as a required field. (Check to ensure ONLY the Email field has been checked/enabled.)
OtterWaiver will provide the other information captured on your waiver; e.g. Name, Address, DOB, etc.
You're all set!
Now, when a customer signs your digital waiver, if there is no match in your MBO Client Dashboard (First Name, Last Name, Email Address) a new client profile will be created.