Here's an Idea: Creative Ways to Use Auto Emails

Read on for more detailed suggestions on how to use auto emails to grow your business by working smarter, not harder. All MINDBODY auto emails can be edited by going to Toolbox > Setup > Auto Emails.

Share on Facebook

Booking Confirmation Auto Emails

Encourage clients to share reservations (classes/events) and appointment bookings via Facebook from their schedule in consumer mode.

Depending on how you use the software, there are a few varieties of booking confirmations that you can send to your clients. Specific auto emails to consider adding:


  • Appointment booking confirmation (single, recurring, and manual)
  • Appointment reminder


  • Enrollment confirmations (standard and payment plan)
  • Course enrollment confirmations (standard and payment plan)


  • Reservation confirmations (single and recurring)
  • Reservation reminder
  • Reservation added from waitlist notification

my schedule

Here's an example: Don’t forget to share your commitment to wellness on Facebook! Do this by clicking on “My info,” then on “My schedule.”

Review on Yelp

Follow-up Auto Emails

Enable any of our “follow-up” auto emails and, in addition to thanking them for their visit, remind clients to review your business on your Yelp page by providing a direct link in the email body.

Auto emails to consider adding:

  • Appointment follow-up
  • First visit (appointment and reservation/class)
  • First visit anniversary

Suggestion: We hoped you enjoyed your service yesterday! Please share your experience by reviewing us on Yelp.

Invite Birthday Celebrations at your Business

Birthday Auto Emails

The birthday auto email is one of our most commonly used auto emails. It usually goes out 1-7 days before the client's birthday. While we think that’s a great idea, another way to use this email is to send it out earlier (say, 30 days before their birthday), and include not only your best happy birthday wishes, but also an invite to celebrate by booking a party at your business.

Our suggestion: We heard someone is celebrating a birthday soon and we’d love to celebrate with you! We’d love for you to spend your special day with us, either with an exclusive birthday class or by hosting your party at the studio. Contact us to learn more about celebrating with us, and see below for a special birthday promo code that can be used for 25% off any one service during your birthday month. Here’s to another fabulous year!

Invite New Clients to Bring a Friend and Save

Welcome Auto Emails

Jump on this opportunity to welcome a new client to your business, as well as invite them to bring a friend along for their first visit. That way, they get to share the savings, and you get two new clients!

Auto emails to consider adding:

  • New client / Welcome auto emails (consumer mode and business mode)

Suggestion: Bring a friend to your first visit and receive an exclusive 2-for-1 discount on the same service. This offer is only valid for you and your friend’s first visit with us, so don’t miss out on this smokin’ deal!