E-file your New Client Registrations in MINDBODY

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When using HealCode's Registration widget, you can configure your MINDBODY account to automatically add a new client's registration in the documents section of their MINDBODY profile. 

How it works:

Client fills out your Registration form and clicks Register.

 

 

 

The profile gets updated immediately to MINDBODY with a PDF copy of the registration in the Documents section of the client's profile.

 

 

 

The PDF will look like this so you may print, email, store, etc. the document as needed. 

**Note: if national laws require actual signatures or paper document, you can have the client fill the form out online, print the document and let them sign it when they arrive to the studio for class.

 

 

 

How to set this up in MINDBODY:

Home -> Manager Tools -> Settings -> General Setup and Option

 

 

 

Client Management, then Enable:

  • Client Document Uploads
  • Allow Clients to Upload Documents

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