Switching
Moving over is mostly a spreadsheet.
Bring your clients, team and services with you from a CSV or Excel export. You check everything before it’s saved.
What you can bring with you
Clients
- Name
- Phone and email
- Date of birth
- Address
- Notes and tags
Matched on phone number or email, so the same person isn’t added twice.
Your team
- Name
- Phone and email
- Role
- Calendar colour
Matched on email. Roles are linked by name to the ones you’ve set up.
Services
- Name
- Category
- Length
- Price
- Description
Matched on service name, so you can re-run an import to update prices.
Files can be CSV, TSV, plain text or Excel (.xlsx and .xls).
How an import works
Export from your current system
Most salon systems can export clients, staff and services as a CSV or Excel file. Export each one you want to bring over.
Upload and check the columns
We read the file and match its columns to ours, such as "Mobile" to phone. Change any match that’s wrong before going on.
Choose what happens to duplicates
For records that already exist, skip them, update them with the new details, or add them as new. Nothing is saved until you confirm.
What doesn't move over yet
Upcoming appointments, past visit history and gift voucher balances can't be imported. Add the next few weeks of bookings by hand during your first week, and keep your old system for looking up history until you no longer need it.
Your first week
- Set your opening hours and any branch details
- Add or import your services and prices
- Add your team, their rotas and what each person can see
- Decide which services need a deposit when booked online
- Turn on appointment reminders
- Add your upcoming appointments to the diary
See it with your own day in mind.
Book a demo and we'll take you through the parts that matter to your salon.