How to export client list

To export your list of clients from MindBody, navigate to the Reports tab, and select Clients from the tabs on the left. Click "Mailing List" in the filter on the top left and choose the group of clients you are interested in from the List Clients menu. In the Client’s Opt-in Status menu, select all clients. Then 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" to preview the results and select "Export to Excel" to save the list to your computer.

Once completed, email the downloaded file to support@clinicsense.com and we should be able to complete the import in one business day. 

How to export appointments

To export your Appointments, you should use the Schedule at a Glance Report. To do so, go to you Reports area and select Schedule Report and Schedule at a Glance. You will see a few checkbox options that may want included in the final export - Finally, turn on the “Scheduled By” option to conclude the process. 

Once completed, email the downloaded file to support@clinicsense.com and we should be able to complete the import in one business day.