FAQ

Frequently Asked Questions

Can a new lead in MB create a lead in GHL?

Yes, this can be done with our webhook. You can see an example of this in our snapshot in the "01. New GHL Lead to MB" workflow. If you trigger the https://autogration.io/api/event-highlevel-client-updated webhook it will pass the contact details to Mindbody and create a new client account.

Does calendar sync work both ways? From MB > GHL and GHL > MB?

Yes, but the GHL API does not include automatic triggers for calendar changes. We get around this by adding a webhook to a workflow in your HighLevel account. If you look at your MBSync mapping right next to the double arrow showing that the mapping is active you will see a little "i" icon (see https://share.getcloudapp.com/12uP81br). If you hover over that you will get the details on what needs to be set up in order to enable a calendar sync from GHL to MB

Do you do a full contact sync between Mindbody and HighLevel when the integration is activated?

No, a full contact sync is cost-prohibitive and unnecessary. Instead when a calendar is synced we will go back and sync any classes/appts from the past 60 days and all future classes/appts from that mapping

Do you keep track of Mindbody purchases?

Yes, we track all Mindbody purchases by type (Service, Contract, Product). We store the name of the last purchase in the custom field "MB Last Purchase" and the value in "MB Last Purchase Value". Check the HowTo section for a full list of additional purchase data that we store in GHL custom fields. We also have a report on purchases that is accessible in the left menu.

What does "selected slot no longer available" error mean?

This error almost always means you do not have your availability configured correctly in HighLevel. You need to make sure that you have the proper duration, appointments per slot and days and times configured in HighLevel to match exactly what you have available in Mindbody. Watch this video for more information.