Software providers usually permit the download or export of your business data. Depending on the company, this feature may or may not be easy to find. After login, try searching the company's help center for desired instructions. The more data exported, the better. Client information, appointment history, and service details will be the most valuable.
To export data out of Mindbody, current customers have 2 options:
- Run a variety of reports from the system and export the data either to PDF or to Excel
- Mindbody can perform a CSV file data export, which also includes un-encrypted credit card data (fee required)
See the article below for specific details pertaining to these 2 methods of data export.