Mindbody StrawberrySomeone still has to upsert client. It does not have to be you
A companion works the 12 operations your Mindbody account exposes. It can upsert a client and cancel an appointment, and every one of those waits on an approval card showing the appointment before it changes.
Open the appointment. Check it against something else. Write the change. Move to the next one. That is the Mindbody afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a appointment until you approve it.
What it can do is exactly what Mindbody exposes to an account you authorise and nothing beyond it: 12 operations, 9 reads and 3 writes. In practice that means it can upsert a client, cancel an appointment and book an appointment, and work across the appointments, clients and classes.
The Mindbody API stops at Mindbody. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which Mindbody appointments does a companion see?
9 of the 12 operations are reads.
Your account, not a guess at it: a companion can search clients, list a staff and list session types, and the full list below is the whole list, with nothing inferred from Mindbody's documentation.
The appointments are what most of this inventory is about, alongside the clients. A companion can hold all 12 of these operations and forty open tabs in the same pass, which is how an afternoon of Mindbody admin becomes a queue you review.
- Search Clients
- List Staff
- List Session Types
- Get Site Info
- Get Client Visits
- Get Client Purchases
- Get Client Details
- Get Classes
- Get Appointments
Which appointments wait for your approval?
All 3 write operations wait for you.
A companion can upsert a client, cancel an appointment and book an appointment, and each one is staged on an approval card first: you see the appointment, the field and the new value before it lands in Mindbody.
Nothing in Mindbody is sent, changed or deleted on your behalf without that click, and a rejected card leaves the appointment exactly as it was. The gate is the same one on every surface, described at security.
- Upsert Client
- Cancel Appointment
- Book Appointment
Can the appointments pass run every Monday?
Yes.
Saved as a routine, the Mindbody appointments pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the operations, the Mindbody appointments sweep among them, and finished runs are published at real runs.
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