How It Works

The complexity, handled.

No technical knowledge required. Three integrations quietly do the work behind the scenes — so you can focus on your clients.

3
Integrations, one flow
0
Workflow changes
Seconds
Payment to profile
1
Call to go live
Stripe ↔ Mindbody

From payment to profile, in seconds.

The moment a Stripe payment clears, the purchased service lands on the client's Mindbody profile — no login, no manual entry.

  1. 1

    Customer clicks your Stripe payment link

    Share your payment link on your website, social media, or email. No Mindbody login required.

  2. 2

    Payment is processed through Stripe

    Customer completes purchase using Stripe's secure checkout. Credit card, Apple Pay, Google Pay — all supported.

  3. 3

    We receive the webhook instantly

    Within seconds of payment, our system receives all the transaction details from Stripe.

  4. 4

    Customer is matched or created in Mindbody

    We check if the customer exists by email. If they do, great. If not, we create their profile automatically.

  5. 5

    Service is attached to their account

    The purchased class pack, membership, or service appears in their Mindbody account immediately. Ready to use.

Smart Waiver System

From signature to Mindbody, automatically.

One link for every client. We match them to Mindbody, refresh their profile, file the signed PDF, and keep a verifiable trail.

  1. 1

    Send one waiver link to all clients

    New clients, returning clients, walk-ins, workshop attendees — everyone uses the same link. Share it in confirmation emails, on your website, or at the front desk.

  2. 2

    Client fills out the form

    They enter their contact info, emergency contact, any health conditions, and sign the waiver. Clean, mobile-friendly experience.

  3. 3

    We match them to Mindbody

    Using their email, we find their existing Mindbody profile. If they're new, we create one automatically. No duplicates.

  4. 4

    Profile is updated

    Address, phone, DOB, emergency contact, and consent preferences all sync to their Mindbody profile. Always current.

  5. 5

    Signed waiver is stored

    The PDF appears in their Documents tab in Mindbody. The waiver date is visible on their profile. Staff can verify at a glance.

  6. 6

    Audit trail is recorded

    We keep an external log of when the waiver was sent, viewed, and signed. If you ever need proof, you have it.

Managed Meta Ads

From ad click to CRM — and back into cheaper ads.

We run your ads for you. Every purchase flows through Stripe into Mindbody, then back to Meta — so the algorithm learns from real buyers, and your cost per sale keeps falling.

  1. 1

    We launch your Meta ads

    We plan, build, and manage your campaigns — creative, targeting, and budget included. You approve; we run.

  2. 2

    Customer taps the ad and buys in one click

    The ad links straight to Stripe checkout. No account creation, no login — a purchase is one tap away from the feed.

  3. 3

    The sale lands in your Mindbody CRM

    Customer matched or created, service attached — the same automatic sync that powers everything else.

  4. 4

    The purchase is reported back to Meta

    We feed every real sale back into Meta's algorithm automatically. No pixels to babysit, no spreadsheets.

  5. 5

    Your ads get cheaper and better

    Meta optimizes toward people who actually buy — not people who just click. Every sale sharpens the next ad.

Then the loop repeats — every sale makes the next ad cheaper.

What gets updated

See exactly what gets updated.

When a client submits their waiver, all the highlighted fields below are automatically filled in their Mindbody profile.

Mindbody · Client profile
Mindbody client profile showing the fields that get automatically updated by the waiver integration
Contact & Address infoBirthdayText consent preferences
Field by field

Every detail, in its right place.

No guessing where anything lands. Here's exactly how each piece shows up inside Mindbody.

Emergency Contact

Name, relationship, phone & email

Mindbody · Emergency contact
Emergency contact information fields in Mindbody

Waiver Date

Custom field tracks when waiver was signed

Mindbody · Waiver date
Waiver date custom field in Mindbody

Client NotesStripe

Staff sees what was purchased at a glance

Mindbody · Client notes
Client notes section showing Stripe purchase history

Purchase HistoryStripe

Service attached to client, payment method shows "Stripe"

Mindbody · Purchase history
Purchase history showing a service paid through Stripe

Scroll horizontally to see the full table on mobile.

How it appears in Mindbody

Option A: $0 with Discount

Shows full price with a matching discount applied. Mindbody records $0 since payment was collected via Stripe.

Option B: Full Amount Paid

Shows the full amount as paid in Mindbody. Use this if you want your Mindbody reports to reflect total revenue.

This is configurable per studio — we'll set it up based on your preference during onboarding.

Straight from the form

Three fields that stay current.

Every waiver submission keeps these up to date on the client's profile — automatically.

Phone & Address

Contact info syncs directly from the waiver form

Birthday

Date of birth for age verification and promos

SMS Consent

Text preferences set automatically from opt-in

Off your plate

What you don't have to do.

We handle the technical work. You handle your clients.

Manually enter customer data
Chase down waivers before class
Fix duplicate client profiles
Dig through files for signed documents
Answer "did my payment go through?"
Update contact info by hand
Remind staff to check waiver status
Worry about compliance records
Onboarding

Simple setup.

We'll walk you through everything. Most studios are up and running in one call.

11

Book a demo

We'll review your current setup and show you exactly how it works.

22

We configure everything

Connect your Mindbody and Stripe accounts. Map your products. Set up your waiver form.

33

Go live

Start accepting payments and collecting waivers. We're here if you need anything.

Ready to see it in action?

Book a quick demo. We'll walk through your specific setup and answer any questions.

Book a free demo