Migrate from Fresha or Timely

Step-by-step guide

1. 1Open Import and Export, then use the Migration concierge panel to start a switcher import.
2. 2Export CSV files from Fresha or Timely for clients, services, staff, client notes, appointments, package templates, sold packages, sales, and inventory where available.
3. 3Import clients first, then services, team members, package templates, client packages, appointments, sales, inventory, and notes.
4. 4Review the source guide for the selected platform before uploading each file.
5. 5Check auto-mapped fields, required mappings, row counts, and sample values before running the import.
6. 6Use the import log to validate completed rows, failed rows, and dataset coverage.
7. 7Export Appointa CSV backups after migration so the clinic has a rollback-friendly handover file.
8. 8Only switch public booking links, reminders, forms, payments, and social links after staff validate the imported records.