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Guided migration

Move to ClassFlow without breaking momentum.

We handle the messy part: exports, imports, billing setup, scheduling cleanup, and launch sequencing. The goal is a cleaner switch for your team and a cleaner experience for your members.

Guided Migration

Import planning and launch support are included

Low-Disruption Launch

Member communication and schedule timing are planned before go-live

Clean Handoff

Exports, imports, billing setup, and checks happen in a clear sequence

A switch planned in three clear steps.

A clear import plan, validation pass, and launch checklist keep the switch manageable for staff and members.

1

Export Your Data

Pull the most complete member, membership, purchase, and schedule exports your current provider makes available. Vendor access and report names can change.

2

Import Your Data

Review the source files with ClassFlow, confirm the supported mapping, and validate a staged import. Required cleanup depends on the columns, data quality, and payment-provider handoff.

3

Go Live

Reconcile record counts and balances, test critical staff and member workflows, communicate the cutover, and launch against an agreed checklist.

Migration scope

What transfers, and what needs a decision.

We map the source export first, then confirm what can import and what needs review.

Member profiles & contact info
Memberships & plan types
Credit balances

Mapped where source provenance is clear; otherwise reconciled manually

Emergency contacts

Depends on source export fields

Tags & segments

Mapped after source review

Attendance history
Payment methods

Requires processor migration or secure member re-entry

Class schedules

We help you recreate them in ClassFlow

Old marketing email history
Marketplace listings

Source files

Export guides for the systems studios leave behind.

A starting checklist for gathering source files. Vendor menus and export access can change, so confirm the current path in your account or with vendor support.

Moving from Mindbody

  1. 1

    Log in to your Mindbody owner account and go to Reports.

  2. 2

    Run the "Client Index" report - export all clients as CSV.

  3. 3

    Run "Revenue by Service Category" to capture membership details.

  4. 4

    Review both CSVs with the ClassFlow team so the import mapping and validation scope can be confirmed.

Questions

Migration FAQ

Common questions about switching to ClassFlow.

See the fit

See whether ClassFlow fits before your next schedule cycle.

Migration planning and a product demo focused on your booking, lead follow-up, class operations, and member experience.

Booking + app
CRM + AI follow-up
Payments + reporting