AutoSync Set Up

AutoSync Custom Fields

Chad Dike — Tue, 05 Apr 2022 19:23:37 +0000

Custom Fields

This embedded spreadsheet shows the most current list of custom fields for each platform:

Note: The original naming convention had each variable begin with "MB". Now that we support additional integrations beyond Mindbody the new convention is to start each variable...

AutoSync Tags

Chad Dike — Tue, 05 Apr 2022 19:30:24 +0000

This embedded spreadsheet shows the most current list of custom fields for each platform:

Note: The original naming convention had each tag name begin with "MB". Now that we support additional integrations beyond Mindbody the new convention is to start each tag name with the symbol "⇌

AutoSync Custom Values

Chad Dike — Tue, 05 Apr 2022 19:17:00 +0000

Custom Values

These values are used in the messaging in the AutoSync Snapshot. Populate the values or modify the workflows that use the custom values before publishing the workflows.

⇌ Customer Reward

Used in the “reward” workflow messaging

⇌ Studio Name

Trial Configuration

Chad Dike — Fri, 10 Jun 2022 22:13:15 +0000

Related Tags:

⇌ Trial Purchased

⇌ Trial Started

⇌ Trial Ended

Related Custom Fields:

⇌ Trial Name

⇌ Trial Duration

⇌ Trial Start Date

⇌ Trial End Date

⇌ Trial Visits Remaining

Authorize New Subaccount

Chad Dike — Wed, 08 Jun 2022 21:06:43 +0000

If you need to authorize your main account or a new subaccount you can take these steps:

Log into https://autogration.io and click the calendar icon for that location

Click the connect button to generate your activation link

Log into Mindbody as the Owner (MUST be owner. Admin will not work)

Click the activation...

⇌ Client Type

Chad Dike — Mon, 02 May 2022 18:08:35 +0000

Here is a transcript of the video:

I want to tell you about a new custom field and some new configurations you can use to leverage this custom field. It's the Mindbody ⇌ Client Type, and this will help you kind of sort out your context and certain workflows and apply only to prospects and...

Manual Export for Full Sync (Mindbody) - Complete data export to enable the fastest and most complete sync possible

Chad Dike — Mon, 28 Apr 2025 15:16:21 +0000

Purpose: This guide walks you through exporting useful client data from Mindbody so we can sync it into HighLevel.

Follow all steps carefully to ensure a complete export.

Mindbody Manual Export Instructions for AutoSync

This guide provides step-by-step instructions to export comprehensive client data from Mindbody for import into AutoSync's Full Contact Sync feature.

Overview

To achieve the most complete data sync between...

AutoSync Webhooks

Chad Dike — Tue, 05 Apr 2022 19:12:45 +0000

HighLevel Webhooks

All of these webhooks can be called from within a HighLevel workflow or campaign. The parameters will need to be set to the proper values.

https://autogration.io/api/event-highlevel-booking?siteId=

Use this for any appointment or class booking or status update. Typically you would use the GHL trigger of Appointment Status...

FAQ - Frequently Asked Questions

Chad Dike — Fri, 18 Feb 2022 03:42:33 +0000

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...

AutoSync Snapshot Overview

Chad Dike — Fri, 18 Feb 2022 05:08:03 +0000

If you don't already have the AutoSync Snapshot you can download it here: https://snapshot.autogration.io

Here is the full transcript of this video:

As soon as you get AutoSync installed, you will have already entered your Mindbody site ID.

And I'll show you how you get to find the HighLevel API key.

You log...

Full Contact Sync

Chad Dike — Thu, 07 Jul 2022 20:29:43 +0000

When you first connect the AutoSync integration, it does not perform a full contact sync by default. Initially, only contacts who have appointments or classes scheduled in the past 30 days or the next 90 days (for any synced calendars) will be pulled into the CRM.

If you'd like all of your Mindbody clients, including those without recent activity, to appear...

Manual Export for Full Sync (Booker) - Complete data export to enable the fastest and most complete sync possible

Chad Dike — Mon, 28 Apr 2025 15:20:33 +0000

Purpose: This guide walks you through exporting your client list, memberships, purchase history, visit counts, and lifetime value from Booker so we can sync it into HighLevel.

Follow all steps carefully to ensure a complete export.

Step 1: Export Client List

Log into your Booker Admin Account.

Navigate to the Reports Tab:

Click My Reports from the top menu.

Go to the "Clients" section and...

Waiver Document - Create waiver and attach it to Mindbody and GHL record

Chad Dike — Mon, 16 Sep 2024 23:36:45 +0000

URL : https://autogration.io/api/event-highlevel-client-file-upload?type=waiver&siteId=

Setup a workflow that will be triggered by form submission (it will not work with any other trigger)

Add a webhook step in the workflow that uses the above URL

Once AutoSync receives the webhook, it will get the form submission data of the contact via api

Check if contact exists in Mindbody, if not, create...

Calendar Type - Which type is best?

Chad Dike — Tue, 07 Nov 2023 08:29:44 +0000

HighLevel has added a few new calendar types recently, and you may be wondering: "which type should I use for my calendar sync?". We have reviewed the documentation and these are our recommendations. The calendar type will mainly depend on whether or not you need to assign the booking to a user from your team in HighLevel, and how many...

Configure Calendar Availability

Chad Dike — Fri, 10 Jun 2022 23:13:30 +0000

Sync New GHL Contact to External CRM

Chad Dike — Thu, 22 Jun 2023 23:34:20 +0000

Use one of these webhooks in a GHL workflow to create a contact in your connected software:

Standard: https://autogration.io/api/event-highlevel-client-updated?siteId={{custom_values._site_id}}

Waiver: https://autogration.io/api/event-highlevel-client-updated-waiver?siteId={{custom_values._site_id}}

Note: Make sure your "site id" custom value is set in the GHL subaccount where you are applying these webhooks

Add a Subaccount - How to add a subaccount to an agency account

Chad Dike — Tue, 07 Nov 2023 08:45:17 +0000

Error Messages - How to troubleshoot and resolve problems

Chad Dike — Tue, 27 Aug 2024 15:54:19 +0000

If you check your API Logs in AutoSync you will find some useful information, including possible error messages which might give you a clue to the source of your problem. You can find your API logs by logging into AutoSync and clicking API Logs menu. Most of the good data will be found in the Booking Logs. Here are some...

AutoSync account setup

Chad Dike — Tue, 07 Dec 2021 19:43:12 +0000

Follow this video tutorial to set up your account.