Connect OtterSign to Mindbody Online
Seamlessly link waivers and participant records with Mindbody Online bookings for smooth check-ins, secure compliance, and multi-location management.
FitnessFormsHealthPOSSpaWaivers
Use this integration to
- Automatically attach waivers to Mindbody client profiles and bookings
- Reduce credit card chargebacks with on-file, signed waiver proof
- Push signed PDFs and participant info directly into Mindbody
- Support minors with guardian/consent workflows
- Manage and standardize documents across 50+ locations
- Keep client contact details accurate (email, phone/SMS opt-in, etc.) in real time
What it does
- Syncs waiver completion data instantly with the correct Mindbody client/booking
- Associates waiver/document record IDs and PDF links to the client profile
- Creates or updates client records on match (email/phone)
- Stores signed documents securely in OtterSign with deep links from Mindbody
Features
- Effortless Integration: Direct connection to Mindbody; real-time sync—no manual re-typing
- Versatile Document Creation: Build multiple waiver/doc types that map cleanly into Mindbody
- Enterprise Dashboard: Centralize management for 50+ locations with standardized templates and local overrides
- Time & Resource Efficiency: Ditch paper filing; everything is searchable and secure
- Real-time Synchronization: Waivers are reflected in Mindbody the moment they’re signed
- Secure & Compliant: Protect sensitive data and meet industry/regulatory requirements
- Roll-Over Waiver Credits: Unused credits roll to the next month, saving ~$120–$700 annually
- Enterprise Pricing: Consolidated billing across locations to simplify accounting and reduce admin overhead
Benefits
- Faster front-desk check-ins and fewer missed waivers
- Lower chargeback risk with signed documents tied to transactions
- Consistent compliance and documentation across every location
- Less admin time, more focus on members and revenue
Requirements
- Mindbody Online account with API access
- OtterSign account with the Mindbody integration enabled
Data Flow
When a waiver is signed, OtterSign immediately syncs participant details and a PDF/link into Mindbody. The system matches to an existing client or creates a new record (based on email/phone), ensuring bookings and profiles are accurate and up to date across all locations.
Connect OtterSign to your stack in minutes
Sync waivers, participants, and IDs with your tools—no dev required.