What data can be exported?
Clients - all users in the system
Members - all active members with them memberships and all inactive members with them memberships (completed,hold..)
Payments - Transactions - all invoices in a time period for example a year ago
1. Log in to your MindBody account < click "Reports"
2. Select "Clients"
3. Click "Mailing Lists"
4. Set the drop-down filters that appear to the following and click generate
List clients: “All clients"
Client's Opt-in status: "All Clients"
5. Export as xlsx
Click Reports < Click Client Reports < ClickVisits Remaining.
Set a start date and end date
Mark V - “Include expired pricing options”
Adjust the filters to include everything - all products, locations, types, etc.
Export as xlsx
Click Reports < click Payment Processing.
Click Settled Transactions
Change to “details view” --- set a start date and end date ----- click generate.
Export as xlsx.