Table of Contents
1.1 Class Roster Booking Created
1.2 Class Roster Booking Status Updated
1.3 Class Roster Booking Cancelled
6.1 Client Sale Created
📚 Class Booking Triggers
1️⃣ Class Roster Booking Created
🔔 When This Fires
Triggered when a client is booked into a class at a business.
🔎 Filters
Number of Visits at Site
🎯 Common Use Cases
Track all bookings coming from Mindbody
Identify first visits
Send pre-class instructions and nurture messaging
Segment clients based on visit count
📦 Data Points Sent to GHL
First Name
Last Name
Email
Phone
Class Start Date
Class Start Time
Class End Date
Class End Time
Signed In Status
Staff Name
Max Capacity
Total Booked
Web Booked
Total Waitlisted
Pass ID
Total Pass Sessions
Deducted Pass Sessions
Remaining Pass Sessions
Pass Activation Date
Pass Activation Time
Pass Expiration Date
Pass Expiration Time
Booking Originated From Waitlist
Number Of Visits At Site
Item Name
Class Start Date Time
Site ID
Location ID
Client ID
Total Class Number
Next Class Number
2️⃣ Class Roster Booking Status Updated
🔔 When This Fires
Triggered when a booking is altered in a way that does not result in cancellation.
🔎 Filters
Total Number of Visits
Booking Status
SignedIn— Client has been signed inNotSignedIn— Client is on the roster but not signed inLateCancelled— Booking was late cancelledEarlyCancelled— Booking was early cancelled
🎯 Common Use Cases
Track attendance vs missed visits
Identify first-visit behavior
Trigger post-class follow-ups
Segment by class number
📦 Data Points Sent to GHL
First Name
Last Name
Email
Phone
Client ID
Class Date
Class Time
Signed In Status
Item Name
Pass ID
Site ID
Location ID
Total Class Number
Next Class Number
3️⃣ Class Roster Booking Cancelled
🔔 When This Fires
Triggered when a booking is cancelled.
🔎 Filters
❌ No filters available
🎯 Common Use Cases
Cancellation recovery workflows
First-visit save campaigns
Rebooking prompts
📦 Data Points Sent to GHL
First Name
Last Name
Email
Phone
Unique ID
Class Date
Class Time
Client ID
Site ID
⏳ Class Waitlist Triggers
4️⃣ Class Waitlist Request Created
🔔 When This Fires
Triggered when a client is added to a class waiting list.
🔎 Filters
❌ No filters available
🎯 Common Use Cases
Confirm waitlist status
Suggest alternate classes
Track demand for popular time slots
📦 Data Points Sent to GHL
Email
Phone
Site ID
Client ID
Client Unique ID
Class Start Date
Class Start Time
Class End Date
Class End Time
Wait List Maximum Size
Number of Visits At Site
5️⃣ Class Waitlist Request Cancelled
🔔 When This Fires
Triggered when a client is removed from a class waiting list.
🔎 Filters
❌ No filters available
🎯 Common Use Cases
Monitor drop-off behavior
Encourage rebooking
Identify friction in scheduling
📦 Data Points Sent to GHL
Email
Phone
Site ID
Client ID
Client Unique ID
Class Start Date
Class Start Time
Class End Date
Class End Time
Number of Visits At Site
Waitlist Maximum Size
👤 Client Triggers
6️⃣ Client Created
🔔 When This Fires
Triggered when a new client is added to a business (by staff or client).
🔎 Filters
❌ No filters available
🎯 Common Use Cases
Start client nurture journey
Send welcome messaging
Track liability completion
Monitor first appointment scheduling
📦 Data Points Sent to GHL
First Name
Last Name
Email
Mobile Phone
Site ID
Client ID
Client Unique ID
Status
City
State
Postal Code
Country
Birth Date
Address
Gender
First Appointment Date
First Appointment Time
Liability Released
Number of Visit at Site
Notes
Liability Agreement Date
Liability Agreement Time
Creation Date
Creation Time
Home Phone
Work Phone
7️⃣ Client Updated
🔔 When This Fires
Triggered when any client properties are updated.
🔎 Filters
❌ No filters available
🎯 Common Use Cases
Track first visit date changes
Monitor membership status updates
Track visit count milestones
Capture referral attribution
📦 Data Points Sent to GHL
First Name
Last Name
Email
Mobile Phone
Address
Status
Creation Date
Creation Time
City
State
Postal Code
Country
Birth Date
Birth Time
Gender
First Appointment Date
First Appointment Time
Liability Released
Liability Agreement Date
Home Location
Client Number Of Visits At Site
Index Name
Index Value
Notes
Site ID
Client ID
Home Phone
Work Phone
Referred By
📄 Contract Triggers
8️⃣ Client Contract Created
🔔 When This Fires
Triggered when a client purchases a contract or a staff member sells a contract.
🔎 Filters
Contract Name
🎯 Common Use Cases
Onboard new contract holders
Start membership nurture sequences
Send agreement confirmations
📦 Data Points Sent to GHL
First Name
Last Name
Email
Contract Sold by Staff First Name
Contract Sold by Staff Last Name
Contract Name
Site ID
Client ID
Agreement Date
Agreement Time
Contract Start Date
Contract End Time
Auto Renewal
9️⃣ Client Contract Updated
🔔 When This Fires
Triggered when a client’s contract is changed (including suspensions and terminations).
🔎 Filters
Contract Name
🎯 Common Use Cases
Detect suspensions
Identify holds
Trigger reactivation workflows
📦 Data Points Sent to GHL
First Name
Last Name
Email
Contract Sold by Staff First Name
Contract Sold by Staff Last Name
Contract Origination Location
Contract Name
Contract ID
Client Contract ID
Contract Sold By Staff ID
Site ID
Client ID
Client Unique ID
Agreement Date
Agreement Time
Contract Start Date
Contract End Time
Auto Renewal
🔟 Client Contract Cancelled
🔔 When This Fires
Triggered when a contract is deleted.
🔎 Filters
Contract Name
🎯 Common Use Cases
Trigger win-back campaigns
Track churn
Launch exit surveys
📦 Data Points Sent to GHL
First Name
Last Name
Email
Contract Sold by Staff First Name
Contract Sold by Staff Last Name
Contract Name
Site ID
Client ID
Agreement Date
Agreement Time
Contract Start Date
Contract End Time
Auto Renewal
🏷 Membership Triggers
1️⃣1️⃣ Client Membership Assignment Created
🔔 When This Fires
Triggered when a client gets a new membership.
🔎 Filters
Membership Name
🎯 Common Use Cases
Welcome new members
Trigger onboarding
Segment by membership tier
📦 Data Points Sent to GHL
First Name
Last Name
Email
Membership Name
Membership ID
Site ID
Client ID
1️⃣2️⃣ Client Membership Assignment Cancelled
🔔 When This Fires
Triggered when a membership is removed from a client’s account.
🔎 Filters
Membership Name
🎯 Common Use Cases
Monitor downgrades
Identify churn risk
Trigger retention campaigns
📦 Data Points Sent to GHL
First Name
Last Name
Email
Membership Name
Membership ID
Client ID
Site ID
💳 Sale Triggers
1️⃣3️⃣ Client Sale Created
🔔 When This Fires
Triggered when a sale is made to a client (staff sale or self-serve).
🔎 Filters
Product Type
Product Name
🎯 Common Use Cases
Track sales across locations
Monitor credit package purchases
Listen for late fees
Trigger post-purchase nurture
📦 Data Points Sent to GHL
First Name
Last Name
Email
Mobile Phone
Site ID
Sale ID
Purchasing Client ID
Location ID
Payment – Amount Paid
Payment – Notes
Item – ID
Item – Type
Item – Name
Item – Amount Paid
Item – Amount Discounted
Item – Quantity
Item – Recipient Client ID
Item – Payment Reference ID
Total Amount Paid
Sale Date
Sale Time
Sold By Name