SchedulingKit
1-3 hoursComplex Migration

Migrate from Mindbody
to SchedulingKit

A practical guide to moving from Mindbody to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Mindbody. There is no one-click migration. Services and staff move by hand; memberships, POS, class passes and client history stay behind.

Migrating from Mindbody to SchedulingKit takes about 1-3 hours. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our Mindbody alternative breakdown.

What Transfers

Can Be Transferred

  • Services, durations and prices (recreated by hand)
  • Staff and working hours (staff re-invited, hours re-entered)
  • Calendar connections: Google, Outlook/Microsoft 365, Apple iCloud (reconnect)
  • Video links: Zoom, Microsoft Teams or Google Meet (reconnect)
  • Payment processor: Stripe, PayPal or Square (reconnect, Standard and above)
  • Client contact list (keep your Mindbody export for reference; SchedulingKit creates records as clients book, and you can add key clients one at a time on Standard and above)

Cannot Be Transferred

  • Past appointment history from Mindbody
  • Upcoming appointments already booked in Mindbody (they stay there unless you re-enter them)
  • Client notes and profile fields (no CSV import)
  • Payment and invoice history
  • Memberships, contracts and auto-pay
  • Class pass and package balances
  • POS, retail and inventory
  • Mindbody app and marketplace listing
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 1-3 hours

01

Export or Record Your Mindbody Setup

Export your client list as CSV for reference, and document each service, class, staff member and pricing option. SchedulingKit has no import tool and no CSV client import. Your export is for your own records: you'll use it to recreate services, check nothing is missed and email clients your new link.

💡 Tips:

  • •Screenshot each service's duration, price and settings
  • •List the upcoming appointments already booked in Mindbody
  • •Save your client contact list for your announcement email
02

Create Your SchedulingKit Account and Choose a Plan

Sign up free, then pick the plan that matches what you use in Mindbody. Standard ($12 per seat per month) adds online payments, SMS reminders, Workflows, reviews and the client portal; Pro ($20) adds Round Robin and Collective scheduling, recurring bookings, packages, gift cards, Zapier and the API. The Free plan covers one team member and one calendar connection.

💡 Tips:

  • •Paid plans start with a 14-day trial
  • •Check which features you rely on before choosing a plan
03

Recreate Your Services

Create each service by hand with its duration, price and location, and choose One-on-One or Group (with a capacity). Set the cancellation deadline and minimum notice clients must respect when they reschedule or cancel.

💡 Tips:

  • •Start with your most-booked service
  • •Set reminder timing per service
04

Add Staff, Hours and Calendars

Invite team members, set each person's working hours and days off (per location if you have several), and connect Google, Outlook or Apple iCloud calendars so busy times block availability. Connect Zoom or Microsoft Teams, or use Google Meet through Google Calendar, for virtual appointments.

💡 Tips:

  • •Connect calendars before sharing your link to avoid double-bookings
  • •Clients can pick a team member or Any Available
05

Connect Payments and Reminders

On Standard and above, connect Stripe, PayPal or Square and choose full payment or a deposit per service; remaining balances are invoiced, never charged automatically. Stripe cancellations refund in full automatically; PayPal and Square refunds are manual. Turn on email reminders and SMS reminders for clients who opt in.

💡 Tips:

  • •Recurring packages bill through Stripe only
  • •SMS credits are included per seat each month
06

Test, Switch Links and Run Both Tools in Parallel

Make a test booking end to end, including payment and reminders. Then replace your Mindbody links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Mindbody active until the appointments already booked there are finished, then cancel.

💡 Tips:

  • •Update your website, email signature, Google Business Profile and social links
  • •Don't cancel Mindbody until its last booked appointment has passed

Feature Comparison

How Mindbody features map to SchedulingKit

FeatureMindbodySchedulingKit
BookingApp + WebWeb booking page and embedsClients book on the web; owners and staff use the iOS/Android app
PaymentsBuilt-in POSStripe, PayPal or Square for online bookings
StaffPer-locationPer-staff hours by location
ClassesExtensiveGroup bookings with a capacityNo waitlists or check-in

What to Expect

What You'll Gain

  • Month-to-month plans billed per seat
  • A simpler setup focused on booking
  • Class packs and recurring packages through Stripe on Pro
  • Client records built from bookings
  • Reviews on your own booking site

Things to Consider

  • Integrated POS system
  • Mindbody app marketplace exposure
  • Advanced class management (waitlists, check-in)
  • Membership billing and contracts
Frequently Asked Questions

Migration Questions

Further Reading

Ready to Switch from Mindbody?

Set up takes about 1-3 hours of manual work. Start free today.

Free forever plan available • No credit card required

When this isn't for you

This is not for you if you're staying with your current platform. The migration walkthrough only matters when you've already decided to switch. Skip if you're still evaluating options.