Configuring your Prospect Widget can be a little more challenging than other widgets simply because in order to add new fields and/or referral types you must do so in MINDBODY. But have no fear! Simply follow the instructions outlined in the video and text below and it'll be a snap!

Add New Referral Type

1. Log into MINDBODY
2. Go to Clients > Referral Types
3. Type the referral name you'd like to add in the "Name" box, make sure the "Active" box is checked, click "Add New Referral"

Add New Drop-down Option

First we need to add the question, or whatever you'd like the down-down menu to say (ex. "What's your primary reason for coming?")

1. Log into MINDBODY
2. Go to Clients > Client Indexes
3. Type question or prompt in "Name" box, make sure "Active" box is checked, make sure "Show in Consumer Mode?" is checked as well, click "Add New Client Index" on the right

Now, we'll add the options that will be associated with this new drop-down

1. Go back to "Clients" in the main MINDBODY navigation then "Client Index Values" and click
2. Just below where it says "Add a New Client Index Value" click on the drop-down menu and select the question or prompt that we just added
3. Now, type in a value that corresponds (ex. For "What's your primary reason for coming?" I would put "Weight-loss" or "Increase flexibility" etc.)
4. Make sure the "Active" box is checked and then click "Add New Index Value"
5. To add another option simply repeat the process!