Switch booking systems without losing sight of what needs to move.

Book In Time can help assess and plan your move. Customer and service records can use current CSV or Excel import tools; future appointments and other operational data need to be checked separately before anyone promises a migration route or completion date.

Request a migration assessment See exactly what moves

No customer data is requested in the public enquiry. A sample export is discussed separately if needed.

Accepted for assessment

.csv · .xlsx · .xls

Automatic imports today

Customers · Services

First commitment

Assess before promising

What assisted migration covers

Assistance means understanding the available data, preparing supported files, checking the result, and planning the cutover. It does not mean every record from every system is automatically transferable.

Included in the assessment

Review the export formats and fields your current system provides.
Identify customer and service columns supported by the current import tools.
Separate automatic imports from records needing manual setup or reconciliation.
Use import previews and validation before supported records are saved.
Plan checks for public links, availability, reminders, payments, and cutover.

Not included as an automatic promise

Extracting data from a platform account you cannot export from.
Automatic future-appointment, staff-rota, package, form, payment, or stock migration.
Repairing incomplete records or resolving duplicates that cannot be identified safely.
Recreating marketplace reviews, rankings, marketing history, or stored card details.
A guaranteed completion date before the available export has been assessed.

The migration map

This is the current public scope. It distinguishes the product’s working import paths from records that still need a separate decision.

Swipe to compare each data route

Current Book In Time migration routes by data type
Data	Current route	What that means
Customer records	Current import tool	CSV, XLSX, or XLS. Name is required. Email, phone, notes, created date, external client ID, and source system can be recognised.
Services and prices	Current import tool	CSV, XLSX, or XLS. Service name and duration are required. Description, buffer, price, category, and minimum notice can also be mapped.
Future appointments	Separate migration plan	Not promised as an automatic import. Review dates, times, services, staff, status, payments, and customer notifications before deciding the transfer method.
Staff and availability	Set up and verify	Staff profiles, working hours, breaks, leave, buffers, and service assignments need a deliberate setup and availability check.
Packages, forms and payments	Separate migration plan	Memberships, packages, gift cards, stock, forms, consent history, stored payment details, payment records, and marketing history are not included in the automatic customer or service imports.

Import availability does not guarantee every source column will map cleanly. A preview may identify missing required fields, invalid values, duplicates, or rows needing correction.

Platform-specific context:Switching from Treatwell Switching from Fresha Switching from Booksy

A staged switch, not a blind leap

Keep access to the old system while the new setup is prepared and checked. The cutover comes after the records and customer journey are understood.

1
Request an assessment
Tell us which system you use, the records that matter, and whether an export is available. Do not submit customer data in the enquiry.
2
Inspect a sample export
Confirm file type, required fields, record quality, and which parts fit the current customer or service import tools.
3
Prepare, preview and correct
Map supported columns, inspect warnings and duplicates, and correct the file before valid records are saved.
4
Check before changing links
Verify services, customers, staff, availability, reminders, payments, and future appointments. Change public booking links only when the new route is ready.

The checks that make a switch safer

Migration is shared work. Book In Time can make the route clearer; the business remains responsible for its source data and for confirming that the new setup reflects reality.

Book In Time checks

Accepted file type and readable headers
Required customer or service fields
Invalid values, duplicate signals, and import warnings
Created, updated, and skipped record counts
Operational gaps that need manual setup or a separate plan

The business checks

Obtain the export lawfully and keep an untouched backup
Confirm customer details and remove records you should not transfer
Review services, prices, durations, staff assignments, and availability
Reconcile every future appointment and its payment or deposit status
Keep the old system available until the new booking journey is verified

Your switching launch kit

Two practical resources for the point when the new booking journey has been checked and you are ready to tell customers.

Client announcement template

Replace every bracketed field and confirm what happens to existing appointments before sending.

A simpler way to book with [Business name]
From [launch date], please use our new booking link: [new booking link]. You can use it to view our services and current availability and request your next appointment directly with us.
[Explain what customers should know about appointments already booked.] If you need help, contact us at [business contact details].
Thank you,
[Business name]

Download announcement template

Booking-system launch checklist

Use this after imports and manual setup are complete, while the old system is still available for reference.

Keep an untouched source export or backup.
Reconcile every future appointment and payment status.
Verify services, prices, duration, staff, hours, breaks, and leave.
Test a booking, confirmation, reminder, reschedule, cancellation, and payment path.
Update the website, Google profile, social links, QR codes, and saved messages.
Check the first live bookings before retiring the old system.

Download launch checklist

Price the move on the same assumptions

Separate subscription, marketplace acquisition, and payment processing before comparing totals.

Open the cost calculator

Request a migration assessment

Describe the shape of the move, not the customer records themselves. We will use this to identify the first practical question.

First

We review your current system and the data you need to preserve.

Then

If useful, we agree how to inspect a sample export safely.

Only after that

We can define the supported import, manual work, checks, and realistic sequence.

Prefer email? Write to support@bookintime.app without attaching personal customer data.

Your name Business name

Email address Current booking setup

What needs assessing?

Choose everything that matters. Selecting an item does not imply it can be imported automatically.

Export format, if knownWhen are you considering a switch?

Anything we should understand before assessing the move?

Please do not paste customer names, contact details, health information, payment data, or other personal records into this form. We will agree how to assess any sample file separately.

By submitting, you agree to our privacy policy.

Questions about switching booking systems

Straight answers about imports, appointments, timing, and customer data.

Can Book In Time migrate my customers from another booking system?

Book In Time can import customer records from CSV, XLSX, and XLS files. The current customer importer recognises name, email, phone, notes, created date, external client ID, and source system fields. The file is previewed and checked before records are saved.

Can Book In Time import my services and prices?

Yes. Service imports accept CSV, XLSX, and XLS files. Service name and duration are required; description, buffer time, price, category, and minimum advance-booking hours can also be mapped when present.

Will my future appointments transfer automatically?

Book In Time does not currently promise an automatic future-appointment import. Future bookings need to be reviewed separately and may require manual entry, a staged run alongside the old system, or another agreed approach.

How long does switching booking systems take?

There is no standard guaranteed migration time. The timing depends on the export format, number and quality of records, data that needs manual handling, and the checks required. Book In Time agrees the sequence only after assessing the available export.

Should I cancel my current booking system before migrating?

Usually, no. Keep access to the old system and retain an export or backup until customer records, services, future appointments, public links, payments, reminders, and staff access have been checked in the new setup.

Do I upload customer data with the migration enquiry?

No. The public enquiry form asks only for business context. Do not paste or upload customer personal data, health information, payment data, or other records until an appropriate assessment and transfer route has been agreed.

Know the migration scope before you choose the migration date.

Start with an assessment, keep your old system available, and move only when the records and customer journey have been checked.

Request an assessment Direct vs marketplace