Integrate Rota.fit Connect with Retently

Trigger NPS/CSAT surveys after client appointments or membership renewals, sync customer profiles and membership details with Retently, and use survey feedback to improve client management and service offerings.

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About Rota.fit Connect

Rota.fit Connect provides tools for managing appointments, clients, contracts, and memberships. It enables users to create, update, and track various client-related activities seamlessly.

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Rota.fit Connect to Retently

1

Appointment Cancelled

Triggers when an appointment is cancelled.
2

Appointment Updated

Triggers when an appointment is updated.
3

Class Booking Late Cancelled

Triggers when a client late cancels a class booking.
4

Client Created

Triggers when a new client is created.
5

Client Updated

Triggers when a client is updated.
6

Contract Created

Triggers when a new contract member is created.
7

Membership Cancelled

Triggers when a client membership is cancelled.
8

Sale Created

Triggers when a sale is made to a client.
9

Staff Deactivated

Triggers when a staff member is deactivated.
10

Client Removed From Waitlist

Triggers when a client is removed from a waitlist.
11

Appointment Created

Triggers when a new appointment is created.
12

Class Booking Created

Triggers when a client is booked onto a class.
13

Class Booking Signed In

Triggers when a client is signed in to a class.
14

Client Deactivated

Triggers when a client is deactivated.
15

Contract Cancelled

Triggers when a contract is cancelled.
16

Contract Updated

Triggers when a client contract is updated.
17

Membership Created

Triggers when a client membership is created.
18

Staff Created

Triggers when a new staff member is created.
19

Staff Updated

Triggers when a staff member is updated.
20

Client Added to Waitlist

Triggers when a client is added to a waitlist.
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Retently to Rota.fit Connect

1

Create Mindbody Client

Creates a new client in Mindbody.
2

Find Client

Finds an existing client by ID or email address.
3

Purchase Product or Service

Purchases a product or service on behalf of a client.
4

Find or Create Mindbody Client

Finds an existing client by ID or email address.

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