1
Create your Free workspace
Add your business name, time zone and public contact details. Your current diary stays where it is until you decide to move.
Get your workspace ready for the way you work
Turn your business details and price list into a setup you can review and approve. The guided assistant can use your listed website for suggestions. Upload or paste a price list, then check service names, prices and durations before anything is saved.
Start with Managed for free. No card required. Payment, communication and optional service charges may apply. AI copilot requires Starter or Growth.
Free on every plan
Free migration on every plan
We'll import your data free of charge on every plan. Export from your current system and let the team handle the import, or upload CSV or Excel yourself with checks before saving. Setup help is free with next-day turnaround.
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Start free
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Export your records
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Send the files
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We import and you review
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Choose your switch date
Photos and attachments can move when your export provides them. What can move depends on your current system's exports. Payments don’t transfer with an imported booking.
Be ready for your first booking
Set up your business details and services, then try a booking before publishing your booking website.
2
Review suggestions from your website
Tell the guided setup about your business. It can check your listed website for details to review; choose what to use and correct anything that needs changing.
3
Bring in your service list
Upload a photo, PDF, CSV or XLSX price list, or paste it into setup. Review service names, prices and durations before confirming which services to add.
4
Set hours, booking policies and forms
Review your availability, cancellation and reminder settings, then prepare the consultation forms your practitioners use. Team access and the Inbox require Starter or Growth.
5
Try a booking and share your link
Check how clients browse your services and book an available time. Your booking page can be shared while your marketing website is unpublished.
Move your diary with a clear plan
Check what your system can export, try a sample import and agree when new bookings will move to Managed.
1
Check your current system
Check your notice period and which client records and appointments you can export.
2
Review what will move
Try a sample import. Check names, services and dates, and see which details need adding by hand.
3
Choose your switch date
Check upcoming bookings, staff, deposits, balances and reminders. Importing a booking doesn’t transfer its payment. Agree when clients should start booking through Managed.
Give your team a clear switch date
Bring upcoming appointments and balances into the switch plan so everyone knows where to work from day one.
Check the diary
Review upcoming appointments, assigned staff, service timings and reminders. Decide when new bookings will start going through Managed.
Check deposits and balances
Account for deposits, prepaid balances, memberships, gift cards and refunds in your old system. Importing a booking doesn’t transfer its payment.
Prepare your team
Try the client and staff booking steps, agree who can help and resolve outstanding details. Check appointments and totals after the move.
Setup and migration questions
Talk through your setup or switch
Show us the jobs you want to make easier. We can walk through Managed, import your data free on every plan, and help with next-day setup.