Mindbody - Walkthrough 05-26-25

🧠 Overview

The FxMedSupport MindBody Integration offers a bidirectional sync between MindBody and the Cerbo EHR scheduling system. This enables practices to use MindBody’s intuitive interface while keeping their Cerbo schedule fully up-to-date—and vice versa.

⚙️ Step-by-Step Setup Guide 1. ✅ Prerequisites

• A MindBody account must be created and fully set up.

• You will need a MindBody Site ID, and a Staff Username/Password with Owner-level credentials.

  🔐 Best Practice: Create a dedicated MindBody user solely for this integration to avoid disruptions from password resets.

2. 🔧 Initial Setup with FxMedSupport

• Contact FxMedSupport to initiate the integration.

• Open the Cerbo MindBody application and go to the Settings tab.

Inside the Settings Tab:

• Enable MindBody ➝ Cerbo sync

• Enable Cerbo ➝ MindBody sync (if bidirectional syncing is desired)

• Enter the following:

  • MindBody Site ID

  • Staff Username

  • Password

3. 🌍 Multi-location Practices

• If applicable, select your specific location from the dropdown inside the Settings tab.

4. 🔄 Syncing Appointment Types

• Go to the Appointment Sync section

• Click “Sync Appointment Types”

This will:

• Pull MindBody appointment types into the left column

• Pull Cerbo appointment types into the right column

🔁 You can match all appointment types to one universal type or configure individually.

5. 🗂️ MindBody Resource Mapping Options

Within the integration, you can:

• Map Programs and Resources in MindBody

• Use MindBody Rooms

• Connect MindBody Users

• Sync appointment resources to rooms or staff in MindBody

6. 🏷️ Memberships and Tagging

If you use Membership Programs in MindBody:

• You can automatically assign Cerbo tags to patients based on their assigned memberships

• Tagging logic can also be handled via the FxMedSupport Automator

7. 🧩 Cerbo ➝ MindBody Mapping

When sending appointments from Cerbo into MindBody:

• Define a default MindBody appointment name (e.g., Cerbo Schedule Block)

• Ensure the subcategory or title reflects the true appointment name

• Use Cerbo categories to apply a default appointment type

• Choose mapping rules:

  • Resource ➝ Room

  • Resource ➝ Staff

🧩 Customizations & Support

If your practice has specific integration needs, FxMedSupport can often customize or update the integration to meet them. Let our team know your requirements.