Client base
Clients, contacts, and important client context
We move client records and the available context that matters for service delivery: contact details, notes, preferences, or history when they exist in a usable export.
Switch software without the chaos
Move to Business with your schedule and clients in order
Switching software should not stop the workday. We first review what can be exported from the current system, then move the data needed for a calm launch and widen the scope in stages.
Where you can switch from
- Fresha
- Booksy
- Vagaro
- Phorest
- Treatwell
- Zenoti
What we usually move
We start with the data that protects the workday
The exact scope depends on what can be exported from the current software, spreadsheet, or internal process. That is why we review data quality and structure first, not only the name of the system.
Working structure
Services, team, locations, and core settings
We set up the services, durations, team, locations, and settings that define how the business accepts and manages appointments.
First live day
Upcoming schedule and the first part of the work that needs to run
When the data allows it, we prepare upcoming appointments, important notes, and the first live day so launch does not create stress.
How migration works
Migration happens in stages, not in one risky day
The goal is for the team to start using Business with clear data and a protected schedule, without moving, checking, and learning everything on the same day.
Review the source and the risk
We review what can be exported from the current software, spreadsheet, or backup and which data is critical for the first live day.
Confirm the launch scope
We define what needs to go live first: clients, services, team, locations, upcoming schedule, or a specific part of the work.
Import, review, and adjust
We transfer the data, review the result, and clean up obvious gaps, duplicates, or mismatches before launch.
Choose a go-live date and manage bookings
We decide when the old channel stops accepting new appointments and when Business becomes the main system, so double bookings are avoided.
Expand after the first stable launch
After the first part is stable, we add deeper data, additional locations, modules, or more specialized needs.
What makes migration predictable
A calm migration has clear boundaries: what is available, what moves first, how it is checked, and which date makes the new system the main working system.
The transfer of the launch data you need to start with is free.
Before migration, we review what the current software or spreadsheet can export in a usable structure.
The first stage protects what matters most: clients, services, team, and the upcoming schedule.
The data is reviewed before go-live instead of discovering problems during the first working day.
Deeper or non-standard parts are added in stages once the foundation is stable.
Migration FAQ
What teams usually ask before they switch software
Is data migration really free?
The transfer of the launch data you need to start using the system is free. If there is a lot of non-standard, detailed, or poorly structured data, we first clarify what can move cleanly and what needs additional cleanup.
What should I prepare for the first review?
The most useful starting point is an export from your current software, a CSV or Excel file, a services list, team and location information, and a short description of which part of the work needs to go live first.
Can future appointments be migrated?
When future appointments are available in a structured format, they can be part of the launch scope. If the source does not allow a clean export, we choose a safer approach with a go-live date and clear handling of the old and new booking channels.
What does not move automatically?
We do not blindly move payment data, external accounts, unstructured files, or fields that cannot be reliably connected to a client, appointment, or service. Those parts are reviewed separately.
Do we need to switch everything in one day?
No. The safer approach is to launch the core work first, then add more locations, modules, or deeper data after that base is stable.
Useful next pages
Useful pages before confirming migration scope
Use these pages to confirm platform fit, what should go live first, and how pricing works after migration.