The answer
That depends on your current system, its exports and the data you want to transfer. Agree on an approach before sharing files or moving data.
How it works
- List what you want to bring over, such as client details, services and future appointments.
- Check which export your current software can create and which columns it contains.
- Contact support to discuss the options and your preferred transition date.
- After an agreed transfer, check the data and appointments. Clearly agree which calendar takes precedence from which date.
Good to know
More about Getting started & switching Automatic importing is not promised for every system. Do not send a complete client file for the initial assessment.