Moving from Phorest, Booksy, Treatwell or a spreadsheet

Settings → Move to SalonX isn't only for Fresha. Steps 2 and 3 read the export files from most booking systems, and a spreadsheet you've kept yourself. Each step shows you what will land before anything is saved, and each import has an Undo.

Before you start

Add your services and your team first, so appointments have something to match to. Adding a service and adding your team take a few minutes each.

Clients

Export your client list from your current system as a CSV file — it's usually under Clients or Reports — and choose it in step 2.

• Names, mobile numbers, emails, addresses and notes come across.
• Marketing consent is copied exactly as it was recorded. Nobody is opted in who hadn't already said yes.
• Clients you already have, matched on email or mobile, are skipped, so running it twice never doubles anyone up.
• If SalonX doesn't recognise a column heading it names the columns for you, and you can correct any of them from the dropdowns.

Appointments

Export your appointments, past and upcoming, as a CSV and choose it in step 3. The file needs a column each for the client's name, the date and time, the service, and who did it.

• Past visits land on each client's record. Upcoming bookings go onto your calendar with the right person.
• You see which team names and service names matched, and can fix any with the dropdowns before anything is saved.
• A service SalonX can't match can be added to your menu switched off, so the history keeps its name.
• Cancelled appointments are left out.

What doesn't move

Sales and payments. Your reports start from your first sale on SalonX, so keep your old system's sales export for your accountant. Card details and gift cards can't be transferred either.