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Customer story · Yoga studio · Mindbody

A yoga studio wanted every Mindbody sale in its membership register, sorted by its own rules. It went live on day three and sorted 21 paid sales by the afternoon of day four.

A yoga studio sells passes and memberships in Mindbody but also keeps a formal membership register in a Google Sheet. The owner described the rules, and the agent built it, tested it against real sales, and kept refining it with her over three days.

Apps in this story

The challenge

Not every sale belongs in the register. Each paid Mindbody sale had to be sorted by the studio's own rules: members into the register; purchases below a small threshold, and a first trial-price purchase with no other paid purchase in the previous three months, onto a separate sheet; zero-value sales nowhere.

And once the register had checked a member's details, Mindbody had to get the corrected version back.

The journey

  1. Day 1, morning

    Connected and tested within half an hour

    She signed up, connected Mindbody twelve minutes later and asked the APIANT Assistant for an automation that sends each new sale's buyer to her membership sheet. The first test passed 27 minutes after sign-up.

    Works, 27 min after sign-up

  2. Day 3, late morning

    Moved to her AI client and went live

    She came back, connected her AI client to APIANT and carried on from there. The automation was switched on and the first real sale came through four minutes later.

  3. Day 3, midday

    The rules got sharper

    She asked for the split. The agent built a throwaway test to check the "no other purchase in three months" lookup against real clients, ran it four times, deleted it and folded the rule into the main automation.

  4. Day 3, early evening

    Details flow back into Mindbody

    Once the register has checked a member's details, a second automation writes the corrected name, birth date and birthplace back to that client in Mindbody. It only updates an existing client and never blanks a field. Tested, switched on, and its first live update ran seven minutes later.

  5. Day 3, later that evening

    Receipt lines added

    Each register row now carries the sale's line items. Another throwaway test confirmed the sale lookup, and the change went in. Six saved versions of the main automation that day.

  6. Day 4

    Four more tests, then more live sales

    By that afternoon, every run had succeeded: 47 in total, 26 of them live sales.

What she built

AutomationWhat it doesResult
Sales into the registerEach paid Mindbody sale: look up the buyer, decide which sheet it belongs in, add a row with the sale's line items21 paid sales placed in two live days (15 to the register, 6 to the other-sales sheet)
Checked details back to MindbodyWhen the register has checked a member's details, update that client in MindbodyWorks, tested then live

Two short-lived test automations were built and deleted along the way. Zero-value sales are ignored by design: five so far.

Why it worked

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Details are taken from the account's own run history and shared without the studio's name.