How Do I Upload a Member List or General List from MindBody?

FetchRev syncs with MindBody to pull in your general lists. Uploading segmented lists manually is a great way to separate out targeted lists for re-engagement.

Adding a Member List:

  1. Go to  Reports > Clients > Membership
  2. Click Generate
  3. On the right-hand side, under Members, click Total (a number of members will be next to this)
  4. On the next page, click the yellow icon for Tag New/ Return to the Clients page.
  5. Head to Mailing Lists and check the icon for Tagged Clients Only. Now Generate the list.
  6. Export using the  XLS icon and send to support@hownd.com

If you’re not syncing FetchRev with MindBody, you can upload your general customer list.

Adding a General List:

  1. Go to Reports > Clients > Mailing Lists
  2. This screen is where you can filter the search. Just click generate.
  3. Click the XLS button in the menu to download the list
  4. Send to support@h0wnd.com
Was this article helpful?
Dislike 0
Views: 389
Made with Love in Tempe, Arizona. Copyright 2019 Hownd, Inc. All Rights Reserved.