Moving from Mindbody.
Mindbody has free reports and a paid export. Either works; the paid one also carries gift card balances.
What comes across
- Clients, with their email and text consent as Mindbody has it, birthdays, address and emergency contact
- Class packs (pricing options) with the credits left and the expiry date
- Memberships with the next payment date. Paid-up-front memberships run to their end date.
- Future bookings, from a schedule report with one row per client per class
- Gift card balances, from the paid export only
What does not
- Saved cards. Each member adds a card in their account before their next payment.
- Past visit history and sales history
- Offline payers, discounts and retail stock: set these up again by hand
- Waivers: Mindbody's paid export holds documents as a zip file, which we do not read. A list of who signed and when can come in as a spreadsheet.
Export from Mindbody.
- 1Clients: the Mailing List report (Reports, Clients, Mailing Lists), with all clients selected so people who did not opt in are included.
- 2Memberships: the Members report (Reports, Clients, Members), with Member Status set to Active.
- 3Class packs: the Visits Remaining report. It may only be on higher Mindbody plans.
- 4Recurring memberships: the Autopay Detail report.
- 5Future bookings: Schedule At A Glance for the dates ahead.
- 6Or ask Mindbody for its paid Subscriber Data Export. Mindbody charges for it, and it takes about five business days after they verify you.
Menu paths come from other software companies' migration guides (Gymdesk, WodBoard, Spark and Walla), so check each one on screen. Do not edit the files before you upload them.
Before you start
- Your access ends at your final billing date. Export before you cancel.
- Mindbody usually writes dates month first: choose Month first on the mapping screen if we ask.
- A membership held twice by the same client comes across once.
Bring it in.
- 01
Export
Download your files from the old system. Each guide below shows where. Do this before you cancel: most systems close your data when the account ends.
- 02
Upload
Go to Settings, Import, pick your old system and upload every file at once. CSV or Excel, up to 4 MB each.
- 03
Check
We match the columns; tap a chip to change one. Then a dry run shows what will be created, what is skipped and why, and duplicates by email.
- 04
Bring them in
One press. Rows already imported are never added twice, and you can undo for 7 days.
The columns we read.
Clients
| Their column | We fill |
|---|---|
| Client ID | Their id in the old system |
| First Name, Last Name | First name, last name |
| Mobile Phone, Cell Phone, Home Phone | Phone |
| Birth Date | Birthday |
| Send Promotional Emails | Agreed to marketing emails |
| Send Promotional Texts | Agreed to marketing texts |
| Emergency Contact, Emergency Contact Phone | Emergency contact |
Best match: check on the mapping screen.
Memberships
| Their column | We fill |
|---|---|
| Pricing Option | Membership name |
| Payment Amount | Price each period |
| Join Date | Started |
| Next Autopay Date | Next payment |
| Expiration Date | Ends |
These four are documented.
Class packs
| Their column | We fill |
|---|---|
| Pricing Option | Pack name |
| Remaining | Credits left |
| Count | Credits in the pack |
| Expiration Date | Expires |
Best match: check on the mapping screen.
Checked against vendor documentation and other companies' guides on 22 October 2026.
Bring everyone with you.
Start free for 14 days with everything switched on. No card needed. Put your week in and take your first booking today.