Booking software migration checklist.
Switching tools feels risky because of the book. This checklist removes the risk — export, import, preview, and run both side by side before you commit.
Done right, a migration is boring: your clients and history come across, your new booking page goes live, and nobody notices a difference except you.
Before you switch
Get your data and your setup ready.
- Export clients, services, and appointment history from your current tool (CSV).
- List your staff, their hours, and which services each performs.
- Note your deposit and cancellation policy.
During the import
Map and verify before anything goes live.
- Import the client list and de-duplicate.
- Recreate services with real durations + prices.
- Set staff calendars and opening hours.
- Preview the import and spot-check a few clients' history.
Before you go live
Run a real test, then cut over.
- Make a test booking end to end (including a deposit if you use them).
- Run the new tool alongside the old one for a few days.
- Update your booking link on Google, Instagram, and your site.
Never switch on a busy day. Migrate mid-week, test a real booking, and keep the old tool reachable until you've taken live bookings on the new one.
Questions.
No — if your current tool exports a CSV, clients, services, and history come across. Preview the import before going live.
Most shops are live within a day. The slow part is usually exporting from the old tool, not importing into the new one.