PLEASE NOTE: MBO now limits the number & types of reports you can access related to your software subscription level. Depending on your MBO subscription level, you may not have access to pull this report. Please reach out to MBO if you have questions about accessing reports.
MINDBODY does not allow the following data to be exported:
- Custom client fields
- Account relationships
- Dependent information (can only migrate a dependent’s first and last name)
- Dependents without a plan or pass on file
This article below shows you how to export your existing people from a Mindbody Online database into an Excel spreadsheet. When you have finished this topic, you will be able to re-format the spreadsheet and import the revised spreadsheet into your StudioBookings account.
1. From your MBO account, click on Reports >> Clients >> Mailing Listsmind2.
2. The Mailers & Data Exports page contains a box that at the top of the report that you can use to generate a report and filter the results of the report. To export all the people in your MBO database, enter the following criteria for the report and then click on the Generate button:
- Under the title "Mailer Lists", you'll see a drop down menu that says "Email List". Change this to "Mailing List".
- In the List Clients and Client's Opt-In Status field, select "All Clients". Leave all the other fields the same.
3. Once the report is generated, click on the green XLS icon to export the list to an Excel file and save it on your computer.
4. Now you're ready to format your spreadsheet so you can import your list into StudioBookings
** If you encounter any issues with the importing of your data into StudioBookings, please send us your excel spreadsheet from MindBody and we will happily do the import for you.