Cliniko New Patient Intake Copilot
Use Claude to triage new patients and keep Cliniko records actionable.
Connect Claude with Mindbody to summarize client records, review profile updates, generate wellness insights, and explain customer information—the moment client data changes. No code, no manual effort, live in minutes.
Mindbody triggers
Picks up events the moment they happen.
AI maps and routes
Transforms fields, validates data, and decides what to do next.
Mindbody executes
Creates or updates records in Mindbody automatically.
About this integration
Connecting Mindbody with Claude allows Konnectify to automatically send client information from Mindbody to Claude using the Create Message action. When the New Client or Updated Client trigger detects a newly created or modified client record, Konnectify forwards the available client data to Claude, which generates readable summaries, explains profile updates, or organizes client information into structured text for staff.
Wellness studios can summarize newly registered clients before their first visit, front desk teams can review updated client profiles without reading every field, and business managers can automatically generate concise client overviews for internal workflows. Claude helps staff quickly understand newly created or updated client information without manually reviewing each record.
Reviewing client records manually takes time and often requires staff to compare profile changes or prepare notes before appointments. Integrating Mindbody with Claude removes repetitive review work, helps wellness businesses process client updates faster, reduces manual documentation, and keeps client information consistent across teams while improving operational efficiency.



Use cases
Every workflow runs automatically in the background — no manual effort after setup.
How It Works
You configure Konnectify to watch for a new client or an updated client record in Mindbody, automatically starting the workflow whenever client information changes.
Konnectify gathers the available client fields returned by Mindbody and prepares the information for AI processing.
You send the Mindbody client information to Claude using the Create Message action so Claude can summarize the profile, explain updates, or generate organized client notes.
You receive structured summaries from Claude that help your wellness team understand new and updated Mindbody client records more quickly and consistently.
Claude
TriggerMindbody
ActionClaude
ActionMindbody
ActionFind answers to common questions about connecting Claude with Mindbody through Konnectify. Get in touch.
Deploy your first AI agent today — free, no credit card required. See results in your first session.
14-day free trial · Setup under 30 min · Cancel anytime