Exporting your Patients from Mindbody
So coming from Mindbody, we’ll need you to upload your Client export with as much detail as possible.
The Client List can be exported using the Mailing List and make sure you switch the Client filter to opt in to “All Clients”
Exporting your Mindbody Appointments
You can export Appointments using the Schedule at a Glance Report.
This can be found in the Reports area - Schedule Report - Schedule at a Glance. There’s a few checkbox options that might show up when you export - if you can turn on the “Scheduled By” option then we can import that information for you.
If you have a lot of data Mindbody’s exporters sometimes seems to time out, so if that happens just break your appointments up by years (or smaller date ranges if necessary) and export each file separately. Don’t forget to export your future appointments as well as your past appointments.
Mindbody Billing Data
We don’t import billing information as there are formatting issues between the two systems.