Configuring your Registration Widget (Required Fields, Custom Fields, Client Indexes, and Referral Types)

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Configuring your Registration Widget

In this article we cover the following topics:

 

Basic Info Section

  • Widget Title: This is only for your reference.
  • View: We have two views for the Registration Widget. With the Compact view, the field labels are inside the field boxes. With the Side-by-side view, field labels are next to the field boxes. 
  • E-mail Notification: You can add up to three email addresses that will be notified when you have a new client. You must enter at least one email address.

 

Appearance Section

  • No Default Styles: Check this option if you do not want any default CSS to be applied to this widget.
  • Base Style: We offer a default styling of the Registration Widget, but you can remove this styling if you or your developer want to do something more specific.
  • Custom CSS: This is often used to customize the widget further. If you are not familiar with CSS, you can contact your developer or tech support for assistance. For instructions adding CSS, please reference this article.
  • Colors: These are color pickers. We have a tutorial for using these here

 

Other Advanced Options

  • Comment Field: You can choose to hide or show the comment box here. If you do show the comment box, you can type out the text you would like to be inside by default, such as "Comments? Questions?"
  • Thank You Page URL: Here you can enter a URL for a custom "Thank You" page. This is helpful if you want to track clients using Google Analytics. If this field is left blank, the Registration Widget will redirect back to the page from which the widget was submitted.
  • Thank You Message Text: If the "Thank You Page URL" above is blank, this message will be displayed after the client submits the form.
  • Header Image: You can add an image above this widget, such as your business logo or a custom header.
    Header text: This text is the title of the widget while on your website. For example: "Create an account now!"
  • Language: Choose which language this widget will display in. More details can be found here.

 

Adjusting Required Fields

The Registration Widget will follow whatever settings you have in your MINDBODY account under the "Required Fields" section. However, any field not made to be required in MINDBODY can be set to either "show" or "hide" on your Registration Widget. Here is how to set all of this up.

 

1. In your MINDBODY account

First, make sure you have the fields you want to be required or not required set up correctly within your MINDBODY account by doing the following:

  • Log into your MINDBODY account
  • Go to Home > Manager Tools > Settings > Required Fields
  • You will only be making your selections from the "Required in Consumer Mode" column
  • Click "Update"

 requiredfieldsmb.png

2. In your HealCode account

  • Log into your HealCode account and click Manage Widgets
  • Click on your Registration Widget
  • Once in the control panel of that widget, scroll down to the Advanced Options section and click to open it
  •  The fields you set to be "Required" in MINDBODY will be required in the widget
  • Any of those that you didn't set to "Required" in MINDBODY you will be able to set to "Show" or "Hide" in the widget as shown below
  • Also, before you make your selections, please be sure to click the Update required fields button
  • After you've made your selections, scroll to the bottom and click Save

 

 

Adding New Referral Types

  1. Log into MINDBODY
  2. Go to Clients > Referral Types
  3. Type the referral name you'd like to add in the "Name" box, make sure the "Active" box is checked, click "Add New Referral"

 

Adjusting Current Referral Types

  1. Log into MINDBODY
  2. Go to Clients > Referral Types
  3. For any Referral Type you would like to disable, uncheck the "Active" checkbox
  4. If you are still seeing unwanted Referral Types, go to Clients > Referral Subtypes and uncheck the "Active" checkbox for any unwanted types

 

Adding New Drop-down Options (Client Index)

First, we need to add the question, or whatever you'd like the down-down menu to say (ex. "What's your primary reason for coming?")

  1. Log into MINDBODY
  2. Go to Clients > Tools > Client Indexes (or Home > Manager Tools > Settings > Client Indexes)
  3. Type the question or prompt in "Name" box, make sure "Active" box is checked, make sure "Show in Consumer Mode?" is checked as well, click "Add New Client Index" on the right

Now, we'll add the options that will be associated with this new drop-down

  1. Go back to "Clients" in the main MINDBODY navigation then "Client Index Values" and click
  2. Just below where it says "Add a New Client Index Value" click on the drop-down menu and select the question or prompt that we just added
  3. Now, type in a value that corresponds (ex. For "What's your primary reason for coming?" I would put "Weight-loss" or "Increase flexibility" etc.)
  4. Make sure the "Active" box is checked and then click "Add New Index Value"
  5. To add another option simply repeat the process!

Note: You MUST complete the Updating Client Indexes and Custom Fields in HealCode steps next.

 

Adding New Text Boxes (Custom Field)

If you'd like to have custom fields on your Registration Widget, like what you see below, just follow the steps.

  1. Log into MINDBODY
  2. Go to Clients > Tools > Client Profile Custom Fields (or Home > Manager Tools > Settings > Client Profile Custom Fields)
  3. Type the question or prompt in "Name" box, make sure "Active" box is checked, and select a field type, click "Add New Client Custom Field" on the right

Note: You MUST complete the Updating Client Indexes and Custom Fields in HealCode steps next.

 

 

Updating Client Indexes and Custom Fields in HealCode

Always update these sections in your Registration Widget control panel after you edit or add fields in MINDBODY

Log into HealCode, click "Manage Widgets," and then click on your Registration Widget, you are now viewing the widget control panel

  • For Client Indexes: Go to Advanced Options > Client Indexes > click on "Update client indexes"
  • For Custom Fields: Go to Advanced Options > Custom Fields > click on "Update custom fields"

 

 

Adjusting the Mailing List setting (Constant Contact/MailChimp/Auto-Emails)

This setting will control whether or not your client's information is sent to Constant Contact or MailChimp and whether or not your clients receive the MINDBODY Auto Emails.

  1. Go to your Registration Widget and click Edit
  2. Click on Advanced Options
  3. Find Mailing List and adjust the Email Opt In setting and Email Opt In Text
  4. Click Save widget

 

Installation

  • Please see this help article for instructions installing your Registration Widget. 

 

Additional Notes

  • You can connect this Registration Widget to MailChimp using these instructions.
  • Learn how to keep track of the clients that use the Registration Widget using these instructions.
  • Add a liability release to this widget (that will be uploaded into MINDBODY for the client) using this article.

 

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