- Log in to your MindBody account
- Go to the Reports tab, then select Clients
- In the filter on the top left, click Mailing List
- In the List Clients menu, choose your group of clients
- In the Client’s Opt-in Status menu, select all clients
- select Clients Only, Prospects Only, or Clients and Prospects from the third row
- Choose a Sort By method, either Client Name or Client Barcode
- Click Generate, then Export to Excel, then download the file to your device
- Go back to the Reports tab, then select Schedule Report, then Schedule at a Glance
- Check off any options you want included in the report
- Turn on the Scheduled By option, then export the report as spreadsheet file
- From the email address associated with your account, send the files to support@clincsense.com, as an attachment
- Generally, it takes 1 business day to complete the import
Notes
- Clients list imports are free-of-charge
- For annual subscribers, all other imports are also free
- For monthly subscribers, please email support@clincsense.com for import pricing
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