Can you bring over my clients and appointments from my old booking system?
Can you bring over my clients and appointments from my old booking system?
Yes. We do your import for you. Send us the exports from your old system, and we bring your clients and appointments
into Happli and check them with you before you go live.
How it works
1. Chat with us and tell us which system you're moving from.
2. Export your data from your old system: your client list and your appointments (upcoming and past). We'll tell you
where to find the export buttons if you're not sure.
3. Send us the files. We'll tell you the safest way to share them. Please don't post client lists in the chat.
4. We import and check. We'll tell you about anything that needs a decision, like two appointments booked at the same
time for one person.
5. You review the next couple of weeks on your Calendar before you go live.
What comes over
- Clients: name, phone, email and notes
- Upcoming and past appointments
- Services and team members
Anything without its own place in Happli, like a client's address or tags, is added to their notes.
What doesn't come over
- Package, membership and gift card balances
- Payments and sales history
- Forms and signed waivers
- Photos and birthdays
Set up packages, gift cards and forms fresh in Happli. Keep your old system's records for anything you need to look up
later.
After the import
- Imported clients and appointments have an Imported badge.
- Imported appointments don't get a Booking confirmed message, so clients aren't surprised by a new confirmation.
- Reminders for imported appointments stay off until you turn on Send reminders for imported bookings in Settings ›
Confirmations and choose a Starting date.
Texting permission
We'll ask you to confirm that your clients agreed to get appointment texts from you. Clients you confirm get texts.
Everyone else gets email only.
Switch-over day
1. Turn off reminders in your old system.
2. Send us a final export so nothing booked in the last few days is missed.
3. Check the next 2 weeks on your Calendar.
4. Turn on Send reminders for imported bookings.
5. Swap the Book links on your website and socials. See How do I add a Book Now button to my website, Instagram or
Google profile?
6. Keep your old system read-only for 2 weeks and watch for any stray bookings.
Related articles
- How do I get my studio ready to take online bookings?
- Which texts and emails do my clients get, and when?
- How do I find a client or add a new one?
Still stuck? Chat with us using the chat bubble in the corner.