We highly recommend contacting MindBody support and asking for an export. They will charge $500 for this export. If this is not for you, you can download the reports but it's important to note that if client tags were not done previously, it is very difficult to see the active members and many clients may be missed.
Please note, that we cannot import appointments/personal coaching information.
To export All Members:
From the Reports screen, click on Mailing Lists
Change the “Clients Opt-In Status” select to All Clients
Click Generate & Click green XLS button to download.
To export All Members:
From the Reports screen, Click Clients
Click Membership and click Generate
Click Total Members under Active.
*Note: This is where it gets complicated as the report doesn't give you everything you need. You have to manually pull information. We highly suggest reaching out to MindBody to see if there is a better way.
Step 1: Click the first name, you’ll be taken to the Client Profile where you can find the values needed for upload to Studio.
Step 2: After Step 1 is complete and that information is filled in, click the Account Details tab in the top navigation of the Client Profile.
Step 3: In the “Contracts” section you will find the information for the rest of the columns. You can find the Membership Type and Expiration Date under the Contracts section.
Step 4: After filling out the Membership Type and Expiration Date, click “View Autopays” to locate the Membership Rate and the Next Bill Date.
Step 5: The Membership Rate is the value in “Amount”. The Next Bill Date is the “schedule date” for the first payment listed.