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Insola

INSOLA

From Mindbody to your next chapter.

To prepare a migration from Mindbody, first inventory the exports actually available in your account. Pay particular attention to source identifiers, customers and schedules.

Maison Sol / Record previewProduct preview with fictional data

CSV / XLSX → mappings → simulation

RecordDatasetStatusPlanned action
Iris DuboisCustomersValidCreate
Historical balance · 5 creditsCustomer balancesValidCreate
15/10 · 18:00 · YogaFuture bookingsInvalidNot decided

Missing customer reference: correct the link before simulating.

Source balance: 5 credits. Balance after migration: 5 credits.

A future booking already paid in the previous tool is imported without an extra debit from the historical pass.

The product in practice

Reconcile the migration

Follow imported records and compare the source data with the result.

Try this scene ↗

Maison Sol · fictional data. No real payments, emails, AI calls, imports or electronic transmissions.

A connection distinct from files

The module offers a Mindbody connection requiring configuration and access. CSV/XLSX imports retain their own mapping, simulation and reconciliation workflow.

Preserve source references

Keep stable identifiers and export dates from Mindbody. References between customers, services, sessions and bookings must be reconcilable. Do not assume a name uniquely identifies a person or class.

Test the mappings

Select the source and prepare mappings in the authenticated workflow. Dataset availability depends on your exports and source account permissions. The report highlights invalid rows and missing references.

Check balances and cutover

Compare remaining credits and future bookings before publishing the schedule. Arrange subscription payment continuity separately. Retain an original export and the reconciliation report.

Practical questions

How can I bring Mindbody records?

Distinguish exported files from the Mindbody connection offered by the module. Scope and available data depend on access and configuration; payment methods follow a separate transition.

Keep exploring

Discover how to organize your business.

Try the product journeys, then prepare your start or transition with the context of your Business.