Source: https://joinfinn.com/integrations/mindbody

# Mindbody

## Mindbody + Finn.

Mindbody integration with Finn. Mindbody manages appointments, classes, client visits, and purchases for fitness and wellness businesses.

Business function: Appointments and scheduling.

## What you can do with Mindbody.

Mindbody manages appointments, classes, client visits, and purchases for fitness and wellness businesses.

### Run the appointment booking desk

Finn handles the full booking conversation for a service, provider, and location.

**Typically handled by:** Front desk or scheduling assistant

**Starts when:** A client asks to book or move an appointment.

#### What Finn handles

1. Collect the service, preferred provider, location, and time requirements.
2. Check Mindbody staff schedules and explain the available booking options.
3. Create or update the appointment and complete the required service purchase or payment flow.
4. Send confirmation and preparation instructions and record the conversation.

**The result:** The appointment is recorded with the right provider and the client has clear instructions.

### Fill classes and manage registration changes

Finn carries class inquiries through registration, changes, and attendance follow-up.

**Typically handled by:** Studio front desk team

**Starts when:** A client wants a class, workshop, or multi-session enrollment.

#### What Finn handles

1. Check the class schedule, location, capacity, and the client’s purchase history.
2. Explain the available sessions and pricing options.
3. Complete the class or enrollment registration and the required purchase.
4. Send reminders and handle subsequent booking changes under the studio’s rules.

**The result:** The client’s registration and purchase are recorded against the selected sessions.

### Turn new leads into first visits

Finn handles the follow-up a studio sales team usually performs after an inquiry.

**Typically handled by:** Membership sales team or fitness marketing agency

**Starts when:** A prospective client asks about the studio or submits an inquiry.

#### What Finn handles

1. Answer questions using the studio’s services, schedules, and introductory offers.
2. Create or update the client profile and record their goals and contact preferences.
3. Complete the chosen introductory purchase and book the first class or appointment.
4. Send preparation details and follow up after the recorded visit.

**The result:** The prospect reaches a first booking and a tracked post-visit conversation.

### Convert trial visits into ongoing purchases

Finn runs the conversations around an expiring introduction or a completed first visit.

**Typically handled by:** Membership consultant

**Starts when:** A client completes an introductory visit or their offer is ending.

#### What Finn handles

1. Read visit history, current purchases, and available membership or package options.
2. Send a relevant follow-up through the connected messaging service and answer questions.
3. Complete the client’s selected purchase through Mindbody’s sales flow.
4. Book the next visit and record the accepted offer or decision to decline.

**The result:** The follow-up produces a recorded purchase, next booking, or clear client decision.

### Recover missed visits and unused packages

Finn follows clients who stop attending and helps them return to a useful schedule.

**Typically handled by:** Client retention team

**Starts when:** A missed visit or unused purchase reaches the studio’s follow-up window.

#### What Finn handles

1. Check attendance and purchase history before contacting the client.
2. Ask what prevented attendance and offer suitable upcoming sessions.
3. Complete the chosen rebooking and explain the studio’s applicable attendance rules.
4. Record the response and stop outreach when the client declines or changes preferences.

**The result:** The client has a new booking or a recorded preference that guides future contact.

### Resolve purchase and account questions

Finn answers questions about visits, purchases, and package use using the client’s actual record.

**Typically handled by:** Studio customer support team

**Starts when:** A client questions a charge, package balance, or visit record.

#### What Finn handles

1. Retrieve the relevant purchases, account activity, and visit history.
2. Explain what was bought and used and collect evidence for any disputed entry.
3. Complete routine record updates and coordinate refund or contract decisions with the studio’s billing owner.
4. Confirm the resulting account information and send the client the outcome.

**The result:** The client receives a clear resolution tied to the recorded account.

### Coordinate schedule disruptions

Finn handles the client communication and rebooking work when a provider or session becomes unavailable.

**Typically handled by:** Studio operations coordinator

**Starts when:** A staff absence or session change affects existing bookings.

#### What Finn handles

1. Identify the affected appointments or registrations and collect replacement options from the studio.
2. Contact clients through the connected messaging service and offer suitable alternatives.
3. Update the selected bookings and coordinate purchase adjustments with the billing owner.
4. Send revised confirmations and report clients still needing a response.

**The result:** Affected clients have updated bookings or an owned follow-up action.

### Run recurring client engagement campaigns

Finn handles targeted outreach and the work generated by replies.

**Typically handled by:** Wellness marketing agency

**Starts when:** A seasonal offer, new service, or client engagement campaign begins.

#### What Finn handles

1. Build the audience from visit history, service interests, and contact preferences.
2. Send the campaign through the connected marketing platform using current Mindbody schedules and pricing.
3. Answer replies and complete chosen purchases or bookings.
4. Record campaign outcomes and update client contact logs.

**The result:** The campaign connects outreach to actual bookings, purchases, and client responses.

### Keep client and provider records current

Finn completes the administrative updates that support bookings across the business.

**Typically handled by:** Studio administrator

**Starts when:** A client or staff member requests a profile or contact update.

#### What Finn handles

1. Match the correct Mindbody profile and collect the requested change.
2. Update client or staff information and relevant contact logs.
3. Coordinate effects on existing appointments or linked communication preferences.
4. Confirm the completed change and record any remaining studio action.

**The result:** Booking and contact records reflect the accepted update.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Mindbody.

Mindbody must approve the live connection, and each participating business must activate it.

## Industries

- [Appointment-led businesses](https://joinfinn.com/industries/appointments): Bookings, cancellations, waitlists, and client follow-ups.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

[All integrations](https://joinfinn.com/integrations)

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