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Emma for MINDBODY: FAQs

I can’t authenticate with my MINDBODY credentials

There are 3 basic types of MINDBODY login accounts: corporate (if a franchise), business owner, and staff. Staff accounts can be grouped into several different permission groups. For a full breakdown of how MINDBODY permissions work, head here.

For non-franchises with a single MINDBODY site, authentication requires the business owner account. This is the original account that was used to set up the MINDBODY site.

For franchises with a corporate login, you'll need to use the corporate login for the first authentication screen and a staff login for the second authentication screen. This is due to a bug in MINDBODY's API, which they are currently working to fix. If you do not have a staff login, you'll need to create one before you install Emma for MINDBODY; you can find instructions for this here.

If your account is based outside the US, you’ll need to contact MINDBODY for assistance authenticating your account.

Which MINDBODY fields are available for mapping in Emma?

Field Name

Field Type

Client Profile

First Name

Text

Last Name

Text

Middle Name

Text

Title

Text

Gender

Text

Address

Text

City

Text

State

Text

Zip Code

Text

Country

Text

Mobile Phone

Text

Studio Name

Text

Mindbody ID

Text

Referred by

Text

Has liability release?

Boolean

Send reminders?

Boolean

Client is a company?

Boolean

Client is a prospect?

Boolean

Prospect stage

Text

Date of birth

Date

Profile creation date

Date

Expected close date

Date

Close date

Date

Converted date

Date

First class date

Date

First appointment date

Date

Membership Contract

Contract Series Type

Text

Contract Name

Text

Contract Start Date

Date

Contract Expiration Date

Date

Contract Termination Date

Date

Contract Termination Code

Text

Contract Auto-Renews

Boolean

Contract Status

Text

Membership Status Change Date

Date

Account Balance

Number

Recent Visits

Last Appointment Date

Date

Last Appointment Type

Text

Last Arrival Date

Date

Last Arrival Type

Text

Last Class Date

Date

Last Class Type

Text

Overall Last Visit Date

Date

Recent Sales

Purchase Date Date
Purchase Description Text
Is Intro Offer? Boolean
Promotion Name Text
Is Active Series? Boolean
 

All client indexes

Text

 

My recently created fields aren’t populating data in Emma

Due to caching, you may not see data come through for fields you've just created; if this is the case, try waiting at least 5 minutes and then sync again.

Why don’t my Membership Type counts in Emma match what’s in MINDBODY?

We currently only sync member info for the most recent contract. If you use membership contracts in a way that allows your members to have more than one active contract at a time, there may be some discrepancies in the numbers because as we only bring in data for the contract with the most recent contract start date.

How can I connect multiple MINDBODY studios to my Emma account?

You can only connect one MINDBODY site per Emma account. If you're an Enterprise user, you can connect one MINDBODY account per Emma sub-account.

I can’t disconnect my MINDBODY account

If you need to disconnect the Emma for MINDBODY connection, click the icon of the set of tools in the top right of your account and select Apps. in the list of apps , find MINDBODY and click Revoke Access. That will remove MINDBODY from your Emma account. If also need to remove Emma from your MINDBODY account, you'll need to reach out to MINDBODY Support for instructions.

If you need to disconnect MINDBODY from an enterprise sub-account, you'll need to reach out to us at support@myemma.com

 

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