Overview
Your HealthdeskAI AI Agent can complete a sale from start to finish inside the conversation. It sells class passes, appointment passes, contracts, and retail products from your Mindbody site, shows the client a running cart total, and takes payment without anyone leaving the thread.
This means a lead who asks "how much is the intro offer?" at 9 PM can be sold, paid, and booked before your team opens the next morning.
Selling is included on the Growth and Ultimate plans, alongside AI booking. Like the rest of your AI Agent, it comes pre-trained on your business and connected to your Mindbody data, so there's nothing technical for you to set up.
What Your AI Agent Can Sell
- Class passes. Intro offers, class packs, and any other class pricing option on your site.
- Appointment passes. The pricing options behind your appointment-based services.
- Contracts. Memberships and recurring agreements.
- Retail products. Physical items you sell through Mindbody.
What the Client Sees
- The client asks about pricing, or the AI offers the right option based on what they came in for.
- The AI confirms the specific pass, contract, or product and the price.
- As items are added, the AI shows the running cart total, so the client knows exactly what they're about to pay.
- The client confirms, and the AI charges the card saved on their Mindbody profile.
- The purchase lands in Mindbody the same way any other sale does, and the whole exchange is logged in your Inbox.
If the client is buying a class pass to attend a specific class, the AI can book them into that class in the same conversation. See How Your AI Agent Books Classes and Appointments in Mindbody.
Payment Requirements
Payment runs through your existing Mindbody payment processing, so the money lands exactly where your in-person and online sales already land. Nothing new to connect, and no separate payout to reconcile.
The client needs a card saved on their Mindbody profile for the AI to complete a purchase. For a returning client who has bought from you before, that card is usually already on file. When there's no saved card, the AI can still handle the conversation and the booking, and your team completes payment the way you do today.
Collecting a new card during the conversation is on the way. Contact your HealthdeskAI team at support@healthdesk.ai if you'd like to know when it lands for your account.
Where It Works
Selling works everywhere your AI Agent works:
- Web chat on your website
- SMS text from your business number
- Facebook Messenger and Instagram Direct
- AI voice calls (with the AI Voice Agent add-on on the Ultimate plan)
Pro Tips
- Your AI sells what's on your Mindbody site. If a pricing option is priced or named confusingly there, it reads confusingly in the conversation too. A quick pass over your pricing option names is the highest-value thing you can do before turning selling on.
- Retail is the easiest win to overlook. Clients who ask "do you sell grip socks?" can be sold in the same thread rather than told to ask at the front desk.
- Every sale is logged in your Inbox, so you can read exactly how the AI positioned an offer and tell your HealthdeskAI team what to adjust.
FAQs
Q: Which plans include AI selling? A: Selling is included on the Growth and Ultimate plans, the same as AI booking.
Q: What can the AI sell? A: Class passes, appointment passes, contracts, and retail products from your Mindbody site.
Q: How does the client pay? A: The AI charges the card saved on the client's Mindbody profile. Payment runs through your existing Mindbody payment processing.
Q: What if the client has no card saved in Mindbody? A: The AI can't complete the charge without one. It can still answer questions, recommend the right option, and book them, and your team takes payment the way you do today. Collecting a new card in the conversation is coming.
Q: Does the client see what they're paying before they pay? A: Yes. The AI shows a running cart total during the conversation so the client confirms the amount before the charge.
Q: Where does the sale show up? A: In Mindbody, the same as any other sale. The conversation is logged in your HealthdeskAI Inbox so your team can see exactly what was sold and when.
Q: Can the AI sell during a phone call? A: Yes, with the AI Voice Agent add-on on the Ultimate plan. Selling works on every channel your AI Agent handles.