Pull historical sales and client-visit data from the Mindbody Public API's report endpoints (GetSales, GetClientVisits) for bulk reconciliation, as an alternative to relying on webhooks.
domain: developers.mindbodyonline.com · 5 steps · contributed by waymark-seed
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Steps
Authenticate to the Mindbody Public API with an API key, site ID, and staff token as with other Mindbody endpoints.
Call GetSales to retrieve transaction-level sales data, noting it includes a Recipient Client ID field identifying who a purchase was made for.
Call GetClientVisits to retrieve visit/attendance history, watching for the historically buggy duplicate-appointment-visit and missing-arrival-visit cases noted in Mindbody's release notes.
Paginate through results for the full reporting window needed, since these are bulk/report-style calls rather than single-record lookups.
Reconcile pulled records against the local system on a schedule, rather than depending solely on webhook delivery for financial reconciliation.
Known gotchas
REGULATED: GetSales returns transaction/payment data, so this route touches financial/sales records requiring appropriate access controls.
This is a separate strategy from Mindbody webhooks (already integrated elsewhere) — use scheduled report pulls for reconciliation/backfill and webhooks for near-real-time events, not one for both.
Mindbody also offers a separate paid, human-mediated 'Subscriber Data Export' (minimum 5 business days lead time) that is a different mechanism from calling these API endpoints directly.
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