Migrating from Mindbody to Noterro

If you are migrating from Mindbody to Noterro, it's crucial to export as much detail from your Patient export from Mindbody as possible. Please follow the steps below to ensure a smooth transition.

Exporting Patients from Mindbody

1. Click on Reports in the top menu.
2. Navigate to Clients in the left menu.
3. Select Mailing List. The mailers and data exports page will contain a box that allows you to opt in to ‘All Clients.’ Enter the criteria for the report to export all patients to the database.
4. Click on the Generate button.
5. Once the report is generated, click on the green XLS icon to export the list of patients as an Excel file.

Exporting Appointments from Mindbody

To export appointments, use the Schedule at a Glance Report.

1. Click on Reports in the top menu.
2. Go to Schedule Report in the left menu.
3. Select Schedule at a Glance. Use the checkbox options provided to configure the report.
4. Enable the Schedule By option.

Important Note: Be sure to export both past and future appointments for patients. If reports are timing out, consider breaking down the appointment or patient report exports into smaller batches. You can book your migration call, and we'll coordinate the best way to make the switch based on your specific situation.