MINDBODY Post Conversion Checklist
MindBody Post Conversion Checklist
Print an entire list of all paying members in Rainmaker. Go into each person’s profile in MINDBODY and check to see if everything matches up. (membership name, price per month, expiration date, number of classes, next payment date, remaining payments, etc.)
Print an entire list of all class card members from Rainmaker. Go into each person’s profile in MINDBODY and check to see if everything matches up. (membership name, price per month, expiration date, number of classes, next payment date, remaining payments, etc.)
Print an entire list of PIF members from Rainmaker. This also needs to include members who are done paying but still have an active membership. Go into each person’s profile in MINDBODY and check to see if everything matches up. (membership name, expiration date, number of classes, etc.)
Print an entire list of all members and trials in Rainmaker. Keep for your records. You may also need to go through this list to make sure all profiles/memberships/trials counts are correct as well. Once this is done, you are fully set to go.
Print a list of all your Delinquent Members and follow the Delinquent Payment Transfer Module so you can make sure to add those in as well.
**Please keep in mind, as you go down this checklist, you may have names that overlap on the lists**