Setting Up the Zapier Integration for PERFORM

This guide explains how to connect your gym management system (e.g. Mindbody, GloFox, Zen Planner) to MyStrengthBook PERFORM using Zapier, so that new members are automatically added to your PERFORM dashboard when they join your gym.

What it does

When a new member signs up at your gym, Zapier will automatically send their information to PERFORM. They will appear in your PERFORM dashboard as Pending — you then review and approve them to start their programming.

When a member cancels at your gym, they are automatically removed from PERFORM.

Before you start

• You need an active PERFORM subscription on MyStrengthBook

• You need a Zapier account — the free plan (zapier.com) is sufficient

• Your gym management software must be supported by Zapier (Mindbody, GloFox, Zen Planner, and most major platforms are)

Step 1 — Find your PERFORM credentials

1. Log in to MyStrengthBook and go to Settings → Preferences → PERFORM

2. You will see three values in the Zapier integration section:

   • Webhook URL — the address Zapier will send data to

   • Coach ID — your unique identifier

   • API Key — your secret key (keep this private)

3. Click the copy icon next to each value — you'll need all three in the next steps

ℹ️ If you also use PULL: the API Key is the same on both the PERFORM and PULL settings screens. Generating or rotating it anywhere will affect both integrations.

⚠️ If the Zapier section shows a hint instead of credentials: your PERFORM subscription may not be active yet, or the key has not been generated. Contact support if your subscription is active and the key is still missing.

Step 2 — Create a Zapier account

1. Go to zapier.com and sign up for a free account

2. The free plan includes 5 Zaps and 100 tasks/month, which is enough to get started

Step 3 — Create a Zap for new members (member_add)

3a. Set up the Trigger

1. Click Create Zap

2. Search for your gym management software (e.g. Mindbody, GloFox, Zen Planner)

3. Select the trigger event — typically something like New Client, New Member, or New Contact

4. Connect your gym software account and follow the prompts to authorise it

5. Test the trigger — Zapier will pull in a sample record so you can map fields in the next step

3b. Set up the Action

1. Click + to add an action

2. Search for Webhooks by Zapier and select it

3. Choose POST as the action event

4. Fill in the fields:

Data mapping (map from your gym system's fields):

Headers:

Click Test action — you should see a "success": true response

1. If the test passes, click Publish Zap and give it a name like New gym member → PERFORM

Step 4 — Create a Zap for cancellations (member_remove)

Repeat Step 3 but with these differences:

• Trigger event: Choose the cancellation event in your gym software (e.g. Cancelled Client, Member Left)

• Data mapping:

The externalId is how PERFORM matches a cancellation to an existing member, so it must be the same field from your gym system in both Zaps.

Step 5 — Review and approve members in PERFORM

1. When a new member signs up at your gym, they will automatically appear in your PERFORM dashboard → Access Requests page with a Pending status

2. Review their details and click Approve to add them to your coaching roster

3. If you have email notifications enabled (Settings → Preferences → PERFORM → Email on new pending member), you'll receive an email each time someone is added

Troubleshooting

Notes

• The externalId is the member's ID in your gym system (not PERFORM). It's used to match members across add and cancel events, and to prevent duplicates.

• If a member cancels and then rejoins your gym, PERFORM will automatically reactivate them as Pending for your approval.

• Your API Key is private — do not share it publicly. If it is ever compromised, contact support to have it regenerated.

• Organization coach flows (sub coaches in an org) are not supported via Zapier in v1. Webhooks must use the account owner's credentials.