Moving from Fresha

Settings → Move to SalonX does the whole move in three steps. Each step shows you exactly what will land before it writes anything, and every import has an Undo in Recent imports.

1 · Menu, team and hours — from your Fresha link

Paste the link clients use to book you on Fresha (it looks like fresha.com/a/your-salon-…). There is nothing to log in to: SalonX reads your public page and brings across

• your service menu — categories in the same order, every service with its description, duration, price and "from" pricing, and variants as options;
• your team with their job titles and photos, as team members without a login (add an email on their profile when you want to hand someone their own login);
• your opening hours, phone number, address, "about" text and cover photo — only where yours are blank.

Untick anything you don't want. Services already on your menu are recognised by name and left alone.

A Fresha service showing a time range ("2 hours – 2 hours 30 mins") or a "from" price means your stylists take different times or charge different prices for it — the public page only gives the two ends, not who. SalonX books those at the longest time by default (switch to the shortest in the wizard if you prefer), with the lowest price as a "from" price; then set each stylist's own time and price on the service under Advanced pricing & duration, exactly as you had them on Fresha. Everyone on your team is set to do every imported service; untick people per service afterwards in the service menu.

2 · Clients — the customer export

In Fresha: Clients → Options → Export → CSV. Choose that file. Names, mobile numbers, emails, addresses, notes and marketing consent come across. Consent is copied exactly as Fresha recorded it — nobody is opted in who hadn't already said yes, and the record shows the consent came from the import. Clients you already have (same email or mobile) are skipped, so running it twice never doubles anyone up.

If the columns aren't recognised — a different system, or an edited file — the assistant names them from the headers and you can correct any column from the dropdowns.

3 · Appointments — the appointment list

In Fresha: Reports → Appointments → Appointment list, date range set to everything, Export CSV. Past visits land on each client's card (so rebooking reminders and the client brief know their rhythm from day one); upcoming bookings go straight onto your calendar with the right stylist. Cancelled appointments are left out.

Before it imports you'll see who each team-member name matched, which service names matched your menu (fix any with the dropdowns), and a Check these list for rows we couldn't read.

What doesn't move

• Sales history. Your reports start from your first sale on SalonX. A figure typed in from another system isn't a payment, and mixing the two would make your VAT and payout reports wrong — keep the Fresha sales export for your accountant.
• Reviews. Fresha's reviews stay on Fresha. Your Google reviews can be pulled in under Settings → Google reviews.
• Card details and gift cards — these belong to Fresha's payment provider and can't be transferred.

Going live

Most salons do step 1 and 2 a week or two before switching, keep taking bookings on Fresha until the day, then run step 3 with a fresh appointment export on the morning they go live (tick "Put upcoming bookings on the calendar"). Running step 3 again later only adds what's new.