Mindbody - Walkthrough 05-26-25
Mindbody
Support
Last Update bir ay önce
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.
Contact FxMedSupport to initiate the integration.
Open the Cerbo MindBody application and go to 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
If applicable, select your specific location from the dropdown inside the Settings tab.
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
5. 🗂️ MindBody Resource Mapping Options🔁 You can match all appointment types to one universal type or configure individually.
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
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
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
If your practice has specific integration needs, FxMedSupport can often customize or update the integration to meet them. Let our team know your requirements.