Setting up a third-party login for Mindbody gives your Bench bookkeeping team access to your Mindbody Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

1. Account access to your MindBody account
2. Admin-level permissions to add authorized users

Instructions:

1. Log into your MindBody account

2. Click ’Staff’ under the left side navigation bar

3. On the Staff Members screen, click the ’Add Staff’ button on the top right

4. In the ’Add a New Staff Member’ window, enter the following information:

First Name: Bench

Last Name: Accounting

Email Address: thirdpartylogins+business.name@bench.co

5. Click the ’Add’ button on the bottom right

6. This user will be displayed on the Staff Members screen

7. Click on the name of the staff member to open the profile screen

8. Click ’Permission group’ on the left, and select ‘Manager’ from the dropdown menu

9. Click Save

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your Mindbody reports directly, no action needed from you going forward. If anything changes with your Mindbody account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

I'm not sure what to use for the email address.
Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

‍

Log-in: Link

Source Material: Link