With CRMConnect, you’ve always had access to a client’s last visit and its purpose. This information is invaluable. But without knowing their next scheduled visit, you only have half the story. The future—when they’re due next, if at all—is the missing piece.
ActiveCampaign alone can’t automate effectively without this data. Without next appointment details, your ability to connect, convert, and retain clients is compromised.
CRMConnect’s Next Class & Appointment Updates solve this. By syncing your Mindbody schedule with ActiveCampaign in real time, it ensures that every booking, completion, or cancellation updates the client’s next appointment or class info. This real-time accuracy provides the foundation for seamless automation and better client communication.
The result? Reduced errors, streamlined workflows, and stronger client relationships. With the complete story in hand, you can elevate your business and deliver a superior client experience. Let’s explore how this feature transforms your approach to client management.
Imagine owning a thriving yoga studio. You’re growing your membership, but juggling the day-to-day operations is like herding cats. Clients reschedule at the last minute, and you want to send a friendly reminder—or maybe a motivational note—before each session. Without up-to-date class data in your marketing system, you’re stuck cross-checking spreadsheets or toggling between Mindbody and ActiveCampaign, hoping you don’t overlook something. The result? Lost time, missed chances to re-engage with clients, and that nagging fear you’re overlooking an important detail.
It’s not just yoga studios. Spas have to deal with scheduling hundreds of appointments every week, from waxing and massages to more specialized treatments. MedSpas often see clients for multiple services in a short span, each with its own follow-up or prep instructions. Gyms and personal training centers need to track members’ progress and keep them motivated at just the right moments. In every case, having accurate scheduling data in ActiveCampaign is vital for delivering top-notch service.
That’s where CRMConnect’s new enhancement comes in like a breath of fresh air. By automatically passing next class and appointment info from Mindbody into ActiveCampaign, this integration lets you focus on personalizing your communication rather than fighting through manual updates. Here’s what it can look like in practice:
Yoga Studio
Welcome new students with a brief “know-before-you-go” email a few days before their first class—reminding them to bring a mat and arrive early. If someone hasn’t been in for a while and isn’t scheduled for another class yet, send them a gentle motivational note offering a reminder to book their next session.
MedSpa
Immediately after a client’s laser treatment, send them an email with recommended skincare tips. If they’ve already scheduled a follow-up session, include a quick thank-you and details about their upcoming appointment. If not, offer them a gentle nudge to book their next treatment—plus a small discount to sweeten the deal.
Gym or Personal Training Center
Trigger weekly emails around each booked training session to help clients stay accountable. If someone has a workout scheduled, send a countdown and a quick motivation boost. If a client hasn’t scheduled anything for the week, prompt them to sign up for a session before spots fill up.
Day Spa
For members who get monthly facials, send a reminder if they’re overdue for their next session. If they’ve already scheduled, simply confirm their upcoming appointment. If not, offer a friendly heads-up that it’s time to book, ensuring they never miss their monthly self-care.
When your data is accurate and up-to-date, those little touchpoints—reminders, encouragement, promotions—suddenly become easy, natural, and oh-so-effective.
Data isn’t worth much if it can’t be leveraged precisely when you need it. Automated workflows are only as good as the information they’re working with—so when a new client books a package or treatment, you want your system to register that update right away (not days later or never...). Real-time or near-real-time syncing ensures you can kick off personalized email and SMS campaigns immediately—no more waiting, guessing, or tedious manual entries.
With CRMConnect, powered by the APIANT platform, you’re getting a best-in-class integration solution that handles complex logic seamlessly. It’s truly unmatched in its ability to keep your data current and reliable. Even better, everything is turnkey—no heavy lifting required from your team. That frees you to build out creative, high-impact campaigns in ActiveCampaign, knowing your data foundation is rock-solid.
With CRMConnect’s Next Class & Appointment Updates, your Mindbody schedule syncs effortlessly into ActiveCampaign—automatically capturing not just upcoming classes and appointments, but also a full month of visit history. Best of all, an APIANT specialist handles all the onboarding and setup for you, so there’s no heavy lifting on your end.
What you can do, however, is dream big about how to use this powerful new data. Automations, birthday offers, loyalty programs, or rebooking incentives—it’s all right at your fingertips. Gone are the days of juggling spreadsheets or scrambling to confirm schedules first thing in the morning. Now you’ve got everything you need to engage, delight, and retain your clients, whether they’re long-time medspa regulars, dedicated yogis, or first-time gym-goers.
In short: you focus on crafting standout marketing campaigns, while CRMConnect keeps your scheduling data in perfect sync. This means less time spent on administrative busywork, and more time creating meaningful experiences for your clientele. After all, when the right data meets the right message at the right time, everyone wins.
Schedule a demo today, and discover how effortless it can be to keep your Mindbody schedule in perfect sync with ActiveCampaign. With CRMConnect, you’ll deliver perfectly timed, personalized marketing messages that keep clients coming back—without lifting a finger.