- Account and locations
- Which Mindbody Site ID and locations are involved? Who can grant access, and who owns each mapped location?
- Read scope
- Which classes, instructors, visits, members, memberships, leads and conversations are available to the chosen product? Identify missing fields and history limits.
- Freshness
- Does the workflow use an approved connection or an import? Confirm refresh cadence, last successful update and how stale data is shown.
- Write scope
- Which actions, if any, can update the source system? Confirm staff approval, permissions, failure handling and the audit record for each supported action.
- Service readiness
- Confirm sender accounts, messaging permissions, paid activation and any source-vendor or provider charges.
- Exit and ownership
- Agree on the source of truth for booking, billing and member records, how access is revoked and what happens if the connection stops.