Switching from another system.
Five steps, run side by side, with your team working the whole time.
The five steps
Export
You export your data from the system you use today.
Import and check
We import it with column matching and a duplicate preview, and you check it before anything goes live.
Move saved cards
Saved cards move from your current processor to the new one, so clients don't type them again.
Run side by side
Both systems run in parallel while the team gets comfortable. There is no day the clinic stops.
Flip the switch
When you're ready, the new system becomes the only one.
Built so nothing gets lost.
- No day the clinic stopsBoth systems run side by side until you flip the switch.
- Saved cards come alongThey move between processors, so clients do not type them again.
- You check before it goes liveColumn matching and a duplicate preview on import.
- Done by our teamFull migration is included in Enterprise. On Studio and Clinic, your client list comes in from a spreadsheet.
What comes over.
Your clinic opens on the new system with its clients, schedule and balances in place, and the history attached to each client.
- Clients and their historyProfiles, contact details and consent preferences.
- Upcoming appointmentsSo the front desk opens on day one with the real schedule.
- Packages and balancesSessions left, credit and gift card balances.
- Chart notes, forms and photosAttached as documents to each client, as far as your current system exports them.
Plan your switch with us.
Book a demo and we will map your clinic, your data and the day you flip the switch.