Checklist for setting up your business in WellnessLiving (MindBody version)

Thank you for upgrading to WellnessLiving! While much of your MindBody information has been migrated to your new account, you’ll need to review and set up various elements of the program before you can successfully use all the new and exciting features now available to you. The following checklist will help you complete all the setup tasks required to make the most of your new business management software. The good news is, after you have completed all the items in the list, your system will be ready for both staff and clients to use.

NoteUse this checklist if your business is transitioning to WellnessLiving from MindBody and requires data migration to launch. We recommend reviewing this checklist after your preliminary data import and prior to your scheduled training call with your assigned Onboarding Specialist. If you have any questions or concerns, your Onboarding Specialist will be happy to review with you.
Note Ensure that you review the Rules to follow while reviewing your MindBody import before making changes in WellnessLiving during data migration.

In this article

Preliminary data import checklist

Review and complete the following checklist before your preliminary data import is completed and training call with your Onboarding Specialist is scheduled:

Final data import checklist

Review and complete the following checklist after your final data migration is performed and launch date has passed:

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