Migrating from Mindbody to Noterro

If you're migrating from Mindbody to Noterro, you will want to export as much detail from your Patient export from MindBody as possible. Please follow the steps below.

Exporting Patients from Mindbody

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

Exporting Appointments from Mindbody

Use the Schedule at a Glance Report to export Appointments.

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

Important Note: Be sure to export past and future appointments for Patients. If reports are timing out, you may need to break down the appointment or Patient report exports into smaller amounts. You can book your migration call, and we'll coordinate the best way to make the switch based on your specific situation.