Learning objective:
The below notes serve as some helpful information regarding the Conversion and some expectations for that process' execution.
Notes - As notes do not transfer over, you can begin copying and pasting these notes over to a word doc and get them prepped for pasting into each clients profile once your MindBody site goes live.
Files/Contract - As these are not given to us as well, you can start printing these out or saving them to a folder on your computer for future reference. You can label each folder the name of that client. When you convert over to MBO - you can then upload the files over to the clients profile.
Directions - Go to the Contact's Profile, scroll down to the section where the Files are shown. Click "View" on the file & it will download to your device.
Class Attendance - As class attendance is not something that Rainmaker gives us, you can go into each clients profile and print out records of class attendance OR keep these digital and save them into a folder on your computer for future reference.
Directions - Go to the Contact's Profile, scroll down to the Attendance Tab. From there, you can either screen shot or copy & paste in another document.
Past Purchases - Payment history of merchandise and tuition will not transfer over as this also is something not provided by Rainmaker. You can copy and paste this over
Directions - Go to the Contact's Profile, scroll down to the Payments Tab. Select "Print Payments" with a date range of 01/01/1900-12/31/2099 for a full report. You have the option to print, copy & paste into another document, or to screen shot.