Members
Import members
Bring your client list over from another system in one go.
- 1Choose file
- 2Match columns
- 3Review and import
Export your client list from Mindbody as a CSV file (it's usually under Reports or Clients) and drop it below. Columns are matched automatically; you can correct any match on the next step.
This imports contact details only. Plans, balances and visit history stay in Mindbody: sell each member their current plan here on their next visit.