Importing MindBody information and data

Import MindBody client lists and appointments into ClinicSense quickly and seamlessly.

Instructions

1. Log in to your MindBody account
2. Go to the Reports tab, then select Clients
3. In the filter on the top left, click Mailing List
4. In the List Clients menu, choose your group of clients
5. In the Client’s Opt-in Status menu, select all clients
6. Select Clients Only, Prospects Only, or Clients and Prospects from the third row
7. Choose a Sort By method, either Client Name or Client Barcode
8. Click Generate, then Export to Excel, and download the file to your device
9. Go back to the Reports tab, then select Schedule Report, then Schedule at a Glance
10. Check off any options you want included in the report
11. Turn on the Scheduled By option, then export the report as a spreadsheet file
12. From the email address associated with your account, send the files to support@clinicsense.com as an attachment
13. Generally, it takes 1-2 business days to complete the import