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Creates a new client or updates an existing client record. To create: omit clientId. firstName, lastName, and birthDate are required for new clients. To update: provide clientId — only the fields you specify will be updated. BirthDate format: ISO datetime string YYYY-MM-DDTHH:MM:SS (e.g., 1990-05-15T00:00:00). Use Search Clients to find an existing client's ID before updating. See the documentation

Searches for client (member) records by name, email address, or phone number. Returns client IDs, contact details, and membership status. Use this to find a client's ID before calling Get Client Details, Get Appointments, or Book Appointment. The searchText matches against first name, last name, email, and phone — partial matches are supported. See the documentation

Returns staff members at the studio, including their IDs, names, bio, and role assignments (e.g., ClassTeacher, AppointmentInstructor). Use this to discover staffId values needed by Book Appointment and Get Classes. Filter by filters to find staff with a specific role (e.g., AppointmentInstructor). See the documentation

Returns all bookable session types (services) available at the studio, including their IDs, names, and program associations. Use this to discover the sessionTypeId values needed by Book Appointment. Optionally filter by programIds to narrow results to a specific program category. See the documentation

Returns identity and configuration details for the connected Mindbody site, including name, site ID, timezone, phone, and address. Use this as the identity anchor — call it first to discover the site name, ID, and timezone before querying other resources. Also provides location IDs needed by List Staff, Get Classes, and Book Appointment. See the documentation

Returns the paginated list of visit records for a specific Mindbody client (member), each including its date/datetime (e.g. StartDateTime). Use this to derive retention metrics: visit count is the total record count across all pages and last visit date is the latest StartDateTime. Requires the client's numeric ID - use Search Clients first to look up the ID by name or email. Note: Get Client Details may already surface scalar visit-summary fields; use this action when you need the full per-visit history for precise date math or milestone detection. Iterate offset to page through the full history. IMPORTANT: the API defaults startDate to today and endDate to end of today, so for true lifetime spend you MUST set startDate to an early date (e.g. 2000-01-01) and page through all results via offset. See the documentation

Returns the paginated list of purchases made by a specific Mindbody client, including amount/price fields. Sum the amounts across all pages to compute the client's lifetime spend. Requires the client's numeric ID - use Search Clients first to look up the ID by name or email. IMPORTANT: the API defaults startDate to today and endDate to end of today, so for true lifetime spend you MUST set startDate to an early date (e.g. 2000-01-01) and page through all results via offset. See the documentation

Returns the complete profile for a client (member), including contact info, active memberships, purchased services, account balance, and visit history. Requires the client's numeric ID — use Search Clients first to look up the ID by name or email. See the documentation

Returns upcoming group class sessions at the studio, including class name, start/end time, instructor, location, and remaining capacity. Use startDateTime and endDateTime to filter by date range (ISO 8601 format, e.g., 2026-07-01T00:00:00). Use staffId to find classes taught by a specific instructor — see List Staff for IDs. Use locationId to filter by studio location — see Get Site Info for location IDs. See the documentation

Returns staff appointments, optionally filtered by date range, client, or staff member. Use clientId to show all appointments for a specific client — first use Search Clients to find their ID. Use staffId to filter by instructor. Date formats: YYYY-MM-DD (e.g., 2026-07-01). Without date filters, returns appointments from the current date forward (up to limit). See the documentation

Cancels an existing appointment by setting its status to Cancelled. Requires the appointment ID — use Get Appointments to find the ID by client, date, or staff. See the documentation

Books a client into a one-on-one service appointment (personal training, massage, etc.). All five core parameters are required: clientId, locationId, sessionTypeId, startDateTime, and staffId. Use Search Clients to find the client ID, List Session Types to find sessionTypeId, and List Staff to find staffId. startDateTime format: ISO 8601 YYYY-MM-DDTHH:MM:SS (e.g., 2026-07-15T10:00:00). Location IDs are returned by Get Site Info. See the documentation