Exporting From MindBody
Whether you're looking to export member information, leads, attendance, or payment data, MindBody provides several built-in reports to help you gather the information you need. Follow the steps below based on the type of data you want to export.
1. Exporting Member Information
Includes: Name, Address, Phone, Email
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Log in to your MindBody dashboard.
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Navigate to Reports from the top menu.
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Select Mailing Lists under the Marketing or Clients section.
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Use the filters to refine your list if needed.
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Click Export to download the data as a CSV file.
2. Exporting Membership Details
Includes: Member Status, Join Date, Next Autopay Date, Payment Amount, Pricing Option
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Go to Reports > Clients > Members.
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Toggle to the New Version of the report.
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Set the Member Status filter to Active.
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Review the columns for:
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Membership Name (referred to as Pricing Option)
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Join Date
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Next Autopay Date
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Payment Amount
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Export the report to CSV as needed.
Note: Check if your Member Status names need to be updated or standardized before exporting. This ensures consistency across data exports.
3. Exporting Leads (Prospects)
Option 1: Using Prospects Report
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Go to Reports > Prospects.
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Use filters to narrow down your desired timeframe or tags.
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Export the report via CSV.
Option 2: Using Mailing Lists
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Go to Reports > Mailing Lists.
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Filter to show only clients marked as Prospects.
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Export as needed.
4. Exporting Attendance Data
Includes: Attendance With and Without Revenue
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Navigate to Reports > Attendance.
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Choose from:
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Attendance with Revenue
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Attendance without Revenue
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Apply any date range or class-type filters.
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Export to CSV for further analysis.
Note: We’re currently reviewing potential overlap between the two attendance reports. Check back soon for updated guidance!
5. Exporting Payment Data
Includes: All Sales/Payment History
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Go to Reports > Sales.
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Filter by date range, location, or payment method if needed.
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Click Export to download the payment data.
Need help interpreting your exports? Contact our support team anytime. We’re here to help!