Switch from Mindbody brings your studio across from the reports Mindbody already lets you export. Your clients, members, class pack balances and weekly classes arrive in BrightStar. It is for studios on Elevate or Amplify, and checking your files first is free on every plan.
Nobody is charged during the move, and no card details leave Mindbody.
Where to find it
Dashboard → Integrations → Ticketing platforms → Switch from Mindbody. Weekly classes also has a link to it. Only the account owner can run it.
What to export from Mindbody
Export these four reports from Mindbody as Excel or CSV:
- 1Clients: Reports → Clients → Mailing Lists, with Client's Opt-in Status set to All Clients. Keep the Client ID, name and email, and the email opt-in if the report shows it.
- 2Memberships: Reports → Clients → Members. Keep the membership name, join date, next autopay date and payment amount.
- 3Class packs: Reports → Clients → Visits Remaining. Keep the pricing option, visits remaining and expiration date.
- 4Weekly schedule: Reports → Schedule → Schedule at a Glance for the next week or two, with the class name, day and start and end times.
Bringing it over
The move takes a few minutes:
- 1Choose the time zone of your classes and the currency for new memberships and packs.
- 2Drop in your files. Excel and CSV both work.
- 3For each file, check what kind of report it is and match its columns. BrightStar guesses the matches for you.
- 4Press Check what will come over. You see the counts, and which rows need attention, before anything is saved.
- 5Press Bring it all over. Keep the page open until the summary appears.
- 6Download the rows that need attention, fix them in Mindbody, and run it again.
What each report becomes
Here is where everything lands:
Your clients' email preferences
Your Mindbody clients are your customers, so BrightStar treats them that way. A client joins your marketing list only when your export shows they opted in to your emails. Everyone else hears from you only about their bookings, such as receipts and reminders.
If your file has no opt-in column, every client is treated as bookings-only. Add the opt-in column to the export to bring opted-in clients onto your marketing list. Someone who already unsubscribed from you here stays unsubscribed.