If you've set up your MINDBODY integration, you can take advantage of Class booking. If this is on you can schedule leads into a trial class from your MINDBODY account.
To book a lead into a class, make sure of the following:
- Class attendance requires a booking must be enabled (Read about setting up integration)
- The lead must be successfully synced (Read about lead syncing)
When you select schedule appointment' from the lead detail screen, you'll see your classes displayed:
You'll see a list of classes with the day, time, type, allocation, and teacher. Select a class and click next to book them in.
If the booking was successful, you'll see a message that says 'Booked into MINDBODY class':