What can you ask an AI about your Mindbody studio?
You can ask about sales by location, which classes are under half full, one client's membership and visits, who could take an open spot, and who may not renew. The assistant answers inside Claude or ChatGPT after your site is connected.
Updated
How did sales do last month at each location?
Ask for sales by location, compared with the month before. The assistant calls sales_summary and gets totals, categories and a comparison, instead of a raw export of every sale.
On the cost table's typical studio, a question like this uses about 13 credits. 1 credit is 1 Mindbody request.
Read the transcript
- You ask Claude: Can you generate a report on our sales for the last three months, comparing each month's performance and the KPIs per month as well?
- Claude says it will pull the last three months of sales from Mindbody (July, August and September) and compare them month by month. It reads the sales through StudioVector, and a progress panel lists three steps: pull the sales data, compute month-over-month comparisons and KPIs, and build the report. The recording is cut and sped up while Claude works.
- Claude builds a Q3 sales report as a dashboard: September-versus-August KPI tiles, a net sales chart with and without gift cards, a chart of where the revenue came from by category, a KPIs-per-month table, a change-versus-prior-month table and a by-location table.
- Claude summarizes it. It read "our sales" as the connected Mindbody site, the sandbox, and used the three full calendar months from July to September. On the sandbox data, net sales were $175,566 in July, $188,137 in August and $309,446 in September. September's jump is gift cards: $133,401 of the month's net sales, mostly $100 cards paid largely in cash. Without them, September was about 6% below August. Contract sales (memberships) grew each month, and the average sale slipped slightly each month, from $108.98 to $104.26.
- Claude also says it has not confirmed that the page itself renders correctly, and that the numbers are a fixed copy of those three closed months. It offers to connect the page to the Mindbody connector if you want it live.
Which classes are under half full?
Ask which classes are under half full. The assistant calls class_attendance_summary and gets fill by class, teacher, location and time.
On the cost table's typical studio, a question like this uses about 4 credits. 1 credit is 1 Mindbody request.
What is one client's membership and recent visits?
Ask for a client by name. The assistant calls find_client, then client_overview, and gets that client's membership and recent visits.
On the cost table's typical studio, a question like this uses about 4 credits. 1 credit is 1 Mindbody request.
Who is likely to take an open spot in class?
Ask who could fill a class that has open spots. The assistant calls class_attendance_summary and find_likely_attendees, then can draft an invite. Today it does not book the class or send the email.
On the cost table's typical studio, a question like this uses about 45 credits. 1 credit is 1 Mindbody request.
Which clients may not renew?
Ask who may not renew. The assistant calls clients_at_risk and gets a list with a reason for each person. It can draft a note. Today it does not email them or change their membership.
Read the transcript
- You ask Claude: Can you tell me how many clients are at risk of churning?
- Claude calls the StudioVector tool for clients who may not renew. On the sandbox site it reports 156 clients at risk, grouped by reason: a class pack expiring with sessions left (77), a class pack running low with nothing to replace it (53), a Mindbody status of Declined, Suspended or Terminated while still holding a membership or pack (12), no recent visits (10), and a membership ending with no active autopay (4).
- Claude says the count is a floor because the scan was incomplete: it read the first 4,000 of about 4,527 profiles, checked only the 10 soonest-ending memberships for autopay, and checked visit activity for 10 of 573 paying clients.
- You ask: Can you create sample email drafts to send to these clients? Claude writes five templates, one for each reason: membership ending, pack expiring, pack running low, payment issue and win-back. It notes that renewal and pack reminders are promotional, so it would only send them to clients whose promotional email consent is on, and that many clients have no email address on file.
- You say: Yes go ahead and create gmail drafts for them. Claude uses your Gmail connector, not StudioVector, to create 9 drafts personalized with each client's pack name, sessions left and expiry date. Nothing has been sent. It skips a client whose consent is off, points out that three clients share one address, and tells you to swap in your own sign-off and links before sending.
Common questions
How did sales do last month at each location?
Ask for sales by location, compared with the month before. The assistant calls sales_summary and gets totals, categories and a comparison, instead of a raw export of every sale. On the cost table's typical studio, a question like this uses about 13 credits. 1 credit is 1 Mindbody request.
Which classes are under half full?
Ask which classes are under half full. The assistant calls class_attendance_summary and gets fill by class, teacher, location and time. On the cost table's typical studio, a question like this uses about 4 credits. 1 credit is 1 Mindbody request.
What is one client's membership and recent visits?
Ask for a client by name. The assistant calls find_client, then client_overview, and gets that client's membership and recent visits. On the cost table's typical studio, a question like this uses about 4 credits. 1 credit is 1 Mindbody request.
Who is likely to take an open spot in class?
Ask who could fill a class that has open spots. The assistant calls class_attendance_summary and find_likely_attendees, then can draft an invite. Today it does not book the class or send the email. On the cost table's typical studio, a question like this uses about 45 credits. 1 credit is 1 Mindbody request.
Which clients may not renew?
Ask who may not renew. The assistant calls clients_at_risk and gets a list with a reason for each person. It can draft a note. Today it does not email them or change their membership.