We're so glad you're looking to switch to Schedulicity! We know moving platforms is a lot of work and we want to do all we can to make that transition as smooth as possible 🥜

To help get things going, we've put together some areas to keep in mind as you make the move!

To get the ball rolling, we can import your client list for you! While we're not able to import appointments, having your client list ready to go in your Schedulicity account is a huge step! If you have your client list in an Excel or Numbers file, you can send it our way to get imported. Check out our importing article for a little more info there.

Any client credit card info stored with your current payment processor isn't able to be transferred to Schedulicity. You can start fresh with collecting client credit cards and if you're interested, we have our own payment processor- Schedulicity Pay with super low rates! Check out this article for more information 💳

To avoid any overlapping availability between booking platforms, we've seen businesses set an end date in their previous platform, then set a new future date they will start accepting appointments in Schedulicity. To chat through what that looks like or learn the steps needed in Schedulicity, feel free to reach out to one of our support Rockstars 🚀

As a new business with Schedulicity, you'll want to check out the Settings area of your account, including the Policies, to make sure you're rolling with the best setup for your business ✨