Migration
Migrate from Mindbody — Step-by-Step Checklist
This playbook gets you from export to go-live with minimal downtime. Keep credits, memberships, and waivers intact—then publish your new schedule.
Phase 1 — Export from Mindbody
- Clients with email, phone, remaining credits.
- Active memberships & class packs (terms, expirations).
- Upcoming schedule and instructors.
Phase 2 — Format & map to CSV
Use our import templates for Clients, Memberships, and Class Packs. Merge duplicates and keep a backup.
- See: Data Import Templates
- Waivers: Digital waivers & re-accept
Phase 3 — Connect payments
Connect Stripe and run a $1 test. Enable Apple/Google Pay for faster conversion.
- See: Stripe integration
- POS: POS & invoicing
Phase 4 — Rebuild your schedule
Create classes, instructors, capacity, waitlists, and buffers. Import via CSV if faster.
- Scheduling: Class scheduling
- Memberships: Memberships & Class packs
Phase 5 — Publish & announce
- Embed the new schedule on your website.
- Send a re-accept waiver email; prompt on first check-in.
- Announce launch date and intro offer.
Considering options? Compare: DanceFitnessPro vs Mindbody.
Need help? We’ll assist with exports and imports free on paid plan.
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FAQs
Will my clients need new logins? No—clients can book via our marketplace with the same account across providers.
Can I preserve future bookings? Yes—recreate upcoming events or import via CSV where applicable.