Switching
Bring your customers with you.
Moving a shop is an afternoon, not a project. Here’s exactly what comes across, what doesn’t, and where it comes from.
What comes across
The people and the history.
- Your customers
- A spreadsheet with names, emails and phone numbers, whatever the columns are called. You match them to ours once, and the list comes in. Each person gets an account they can claim later, or never.
- Your appointment history
- Date, time, artist, customer, status and notes, from a second spreadsheet. A customer’s past sessions show on their record from day one, so the first request from a regular isn’t answered blind.
- Your artists
- Add each one and they get an invite. Their calendar, hours and days off are theirs to set; their share and their tips are yours to set once.
- The shop’s own rules
- Tax rate from your province, hours, holiday closures, deposit defaults, lead time, and your waiver questions: all in Settings, all done in an hour.
What doesn’t
Three things, and why.
- Cards on file
- They stay with your old processor. Nobody can export them, including your old processor, and you wouldn’t want a system that could.
- Old payment records as money
- Past transactions from another system don’t become payments here. Keep your old reports for the tax years they cover; Stipple’s ledger starts the day you do.
- Reviews and followers
- They live where they live. Your booking link goes in the bio and the highlights; nothing about the profile changes.
Where from
Anything that can export a spreadsheet.
| Square Appointments | Export customers as a spreadsheet from the dashboard, then appointments. |
|---|---|
| DaySmart or InkBook | Export clients and appointments; both come in as spreadsheets. |
| Booksy, Vagaro, Fresha | Each exports a client list. Appointment exports vary; bring what you can. |
| A Google Sheet or a book | A sheet imports as it is. A paper book gets typed once, by you, or by us if the studio is small. |
| Instagram DMs | Nothing to import. Put the booking link in the bio and stop answering “do you have Saturday?” by hand. |
In order
Six steps. An afternoon.
01
Create the studio
Two minutes. Your address exists the moment you finish.
02
Add your artists
Names and emails. They set their own hours when they accept.
03
Import customers
Upload the spreadsheet, match the columns, done. Thousands of rows go in chunks; nothing times out.
04
Import appointments
Optional, and worth it: history on every record from day one.
05
Set the shop’s rules
Tax, hours, closures, deposit defaults, the waiver.
06
Change the link in the bio
That’s the switch. Everything after it books itself.
Stuck on an export? Send us the file and we’ll tell you what’s in it.
Start with the studio. The import is step three.
30 days free. No card to start.