March 2025 Product Recap
March 25, 2025
In this article:
Our March updates are here! The latest improvements increase your efficiency and improve your client experience.
Lead Management: New sales pipeline triggers and improved tagging
New sales pipeline triggers
For class-based Mindbody Ultimate users • Available in all regions
It’s easier than ever to make timely follow-ups with these new triggers. You can now automatically move leads across the sales pipeline based on key client milestones like class attendance or intro offer expiration.
Lead Management helps your team nurture clients through every stage. Learn more about it!
Improved tagging for Lead Management
For Mindbody Ultimate users • Available in all regions
Leads from the Business app and Messenger[ai] now flow smoothly into the Lead Management sales pipeline with their source correctly tagged. This update makes it easier for you to identify your sales sources and optimize your strategies.
Marketing Suite: Better email metrics and contact management
For Mindbody users at Accelerate or above • Available in all regions
We've refined our email metrics for more accurate delivery counts, excluding invalid addresses and unsubscribed recipients from the Sent count. Real deliveries remain unchanged. We also updated the contact list to include a dedicated Marketing Communications column, plus expanded filtering options to improve subscription management and audience targeting.
Business app: Rank upgrade alert on the Class Roster page
For Mindbody Payments users • Available in all regions
If you use progress tracking (formerly martial arts belt tracking), you can now view your client rankings right on the Business app, on the Class Roster page. See who’s ready for the next level and keep your classes running smoothly—no reports needed.
API: Webhooks enhancement for real-time arrivals data
For all Mindbody Public API users • Available in all regions
The new clientArrival.created webhook event triggers real-time client check-ins, eliminating delays and improving data accuracy. This ensures seamless sync, greater efficiency, and a better experience for businesses and clients.
Visit the Developer Portal Release Notes for additional API updates and fixes.
