Mailers & Data Exports enables you to export client contact information for emails and mailers, even print mailing labels directly from MINDBODY.
Note: click here if you have 10,000+ clients.The little window used to copy-paste email addresses at the top of the Mailers & Data Exports Report does not return more than 10,000 email addresses. If you need to copy-paste more than 10,000 email addresses, then you can export the report to Microsoft Excel copy-paste the addresses out of excel. We use this limitation to keep your browser from freezing.
If you select the Sales List filter on this report, it generates much of the information returned by the Client Lookup screen, but with info geared for your sales team.
If sales reps regularly call clients (or their parents) about outstanding contact logs, or if you actively try to convert inactive clients into active clients, then this new filter renders all of the needed information inside of one screen.
Information that this Sales List filter displays:
Mailing labels use Avery 5160 labels for inkjet printers and Avery 8160 labels for laser printers.
Extra step for Internet Explorer 7.0 Users:
Many Internet Explorer 7.0 users find that labels print off center. This is due to a print setting that automatically shrinks the contents to fit what the browser anticipates will be the printable area. You have to override this setting:
If you check the new "Group by Household" Feature at the top of the report, then the report will lump all individuals sharing the same last name, address, city, state, and postal code together and title them with their last name beside the word Household (e.g., Brandenburg Household). That way, if you run a business where family members sharing a last name live at the same household, you only need to print one address label for them.
Mailers and Data Exports contain the following predefined reports under the List Clients drop down list. You can run each of these reports by simply choosing an option from the List Clients drop down list and clicking generate.
Generating a list of tagged clients only is a great way to send out a targeted email, or mailer. It is also one of the most common reasons businesses tag clients. Click on the example below to read more.
Example: Create a list of clients who purchased an Intro to Yoga Series
Click here to learn about report icons and date filters.
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Export Client Email or Mail Addresses