Congrats on your new endeavor— how exciting! I put together a few steps to get us started with the transfer. Check them out below:
- We’ll want to start by getting a list of your clients so we can import them for you (for free!) into your new account. The Admin on your account can run a Clients by Provider report for us, which will generate a list of clients you've seen! Once you have that list, just send it on over to firstname.lastname@example.org and we'll get it imported as fast as we can.
- You will also want to grab all your upcoming appointments from your current account, so you have a record of these appointments to enter into the new account! You can do this easily by running your Schedule by Provider report from the reporting area in the main menu.
Then, when you're ready, you can add this to your new account so your clients are introduced to your new location as notifications will go out!
- Once you have everything out of this account, we can get to work on setting up the new account, from making services to adjusting your settings!
Let us know when you're ready or if you have any questions at all right away, we're here for you every step of the way!