Migration from Mindbody

Hello there! Welcome to Omnify! I know you’re thinking about the amount of work you’ll have to put into migrating over but this guide will help you zip past it with little effort and in no time at all.

Exporting from Mindbody:

First, we need to export the Mindbody information into an excel sheet. To do that follow these steps:

For exporting people:

  • From your Mindbody dashboard go to Reports -> Clients -> Mailing Lists
  • For the Mailer, Lists drop down choose Mailing List.
  • For the List Clients and Client's Opt-In Status drop down choose All Clients.
  • Now click on the Generate button.
  • Next, export it by clicking on the xls button. This will save the data on your computer in the form of a spreadsheet.

For exporting Memberships:

  • From your Mindbody dashboard go to Reports -> Clients -> Memberships
  • Next click on the Generate button.
  • Under the Members, section click on Active -> Total
  • Finally, export it using the xls button.

For exporting Attendances:

  • From your Mindbody dashboard go to Reports -> Clients -> Memberships
  • Find and choose the report called Attendance without Revenue.
  • Choose the appropriate DateRange and Filters and click on the Go button to export to Excel.

Importing into Omnify:

Now that you have exported all the required data you can proceed to import it to Omnify.

For importing clients info:

  • This is a feature that’s available on paid plans and not on trial. Once you have upgraded, we will add import button under Clients.
  • Upload the excel sheet.
  • Map columns to the respective fields.
  • Name, email and phone number are compulsory fields. The rest are optional.

For importing class pack and membership details:

  • Go to Settings -> Bulk booking.
  • In the Select Service, Type drop down choose the relevant option.
  • It's highly advisable to download the sample excel sheet and fill the data there so that the upload is none in the correct format.
  • For Memberships, we accept name, email and start date as the fields. The date format should be YYYY-MM-DD
  • For Classpacks we accept  name , email and start date as the fields. There is an extra field for credits which is optional. The Date Format should be MM/DD/YYYY
  • After uploading, map the column with the corresponding field name.
  • Now select the Payment method. 
  •  A) If they have already paid, mark it as offline and choose that they have already paid via card, cash, check etc. 
  •  B) If you want to send them a payment link, select online. This will send everyone an email with a payment link
  • While doing this you can choose to send them a Welcome email. It's advisable to send a welcome email so that the members can set-up their account. You can edit the content of the email by going to Dashboard>Settings>Auto-emails>Edit Welcome Email
  • Click on the book button.

We'll help you import the class pack and membership details. All you have to do is share the excel sheet in the correct format mentioned above and also mention the Membership and Class Pack name along with the customer details. 

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