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Switching

Moving from Booksy

Your clients imported with phone numbers normalised; your Stripe account stays yours; both systems can run side by side for a week.

No switch has been timed end to end yet, so no median is printed here. The first measured one will be.

Step 1 — export

Get your client list out

In their console, export your client list as a CSV. The importer looks for these column headers; if their export names them differently, choose the CSV preset and map the columns yourself.

These header names are our best reading of their export and have not been checked against a live file — the CSV mapping is the safe path if they differ.

Their website: biz.booksy.com/en-gb/pricing

Step 2 — what the importer reads

Field by field

FieldTheir columnStatus
Client nameCustomerImported
Mobile numberCell phoneImported, normalised to international format
EmailE-mail addressImported
Client notesNot importedno export column is read for notes yet
Services and pricesNot importedentered from your price list; the trade's seed pack loads first
Appointment historyNot importedfuture bookings are re-entered; past history is not read
ReviewsNot importedreviews belong to their platform
Gift card balancesNot importedbalances are re-issued by hand in the console

Step 3 — the switch weekend

Six things, in order

  1. Import the client list on Friday; preview shows every row as new, duplicate or update before anything is written

  2. Enter next week's bookings by hand — history is not imported, so start from Monday

  3. Message every client the new booking link from the console, by email on any plan, by WhatsApp or SMS on Grow and above

  4. Keep both systems live for 7 days; take new bookings here, honour old ones there

  5. Move the booking button on your site and socials to the new link

  6. Cancel the old subscription after the last old booking is served — none of the four has a notice period that stops you

Read the side-by-side comparison

Migration

Have us do it

The client import is free on every plan: export your client list, upload it, preview every row as new, duplicate or update, then apply. Services and prices are entered from your price list — the seed pack for your trade gets you most of the way.

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