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Switch from Consentz

Switch from Consentz to Managed

To switch from Consentz to Managed, check your renewal date first: Consentz terms renew yearly and need 90 days' written notice. Then request your free standard export within 30 days of termination. We'll handle the import for you, free on every plan, including photos and attachments, with free next-day setup help.

Free migration on every plan, including Free, done for you by the Managed team. Photos and attachments are included when your export provides them. Setup help is free with next-day turnaround. Payment fees and extra usage apply.

Example workspaceBookings, client records & forms

Tuesday’s diary

2 appointments
  1. Alex Example

    Cut & finish · with Jamie

    Consultation form completed
  2. Robin Example

    Consultation · with Taylor

Explore the diary, client record and form. These client details are invented.

What moves, and what stays with Consentz

Plan the handover around what Consentz can export and what Managed supports. Payments already taken do not transfer with an imported booking.

1

Clients and appointments

Include them in your Consentz export, and we'll import them for you.

Moves across

2

Consent forms, treatment notes and photos

Ask Consentz exactly what its standard export includes and in which format. What the standard export contains is not confirmed publicly. Photos and attachments are included in our free import when your export provides them. The Managed team matches imported photos and attachments to the right client records.

Ask Consentz

3

Payments, deposits and balances already taken

These do not transfer. Importing a booking does not transfer its payment. Settle them in Consentz before switching.

Do not transfer

4

Directory enquiries

If you receive enquiries through the Consentz directory, check with Consentz how that changes when you leave. Directory impact is not confirmed publicly.

Confirm with Consentz

Consentz terms (last revised 7 August 2026) paraphrased for switching planning only, checked 17 October 2026. Your Order Form may set different terms. This is not legal advice.

Free on every plan

Free migration from Consentz, on every plan

Share your exports and we'll handle the import for you, at no cost, whichever plan you choose. Photos and attachments are included when your export provides them. Setup help is free with next-day turnaround. The Managed team matches imported photos and attachments to the right client records.

  1. 1

    Start free

  2. 2

    Export from Consentz (checklist)

  3. 3

    Share your export

  4. 4

    We import and you review a sample

  5. 5

    Choose your switch date

What can move depends on what Consentz exports. Payments do not transfer. You can also import CSV or Excel yourself with checks before saving, and undo supported changes on every plan.

Consentz export checklist

Consentz's standard export is requested after termination, within a 30-day window. Plan your switch around your term end date.

Example day

  1. Renewal date

    Find your renewal date and Order Form

    Consentz terms run for one year and renew automatically for one-year periods. To leave at the end of a term, give written notice at least 90 days before it ends, by email to care@consentz.com. If you are within 30 days of your start date, you can end immediately. Check your Order Form for any different terms.

    View step details

    Who: You

    Consentz terms run for one year and renew automatically for one-year periods. To leave at the end of a term, give written notice at least 90 days before it ends, by email to care@consentz.com. If you are within 30 days of your start date, you can end immediately. Check your Order Form for any different terms.

  2. Ask Consentz

    Ask what you can export before termination

    Ask Consentz which records, forms and photos you can export while your account is active. Pre-termination self-serve export options are not confirmed publicly.

    View step details

    Who: You

    Ask Consentz which records, forms and photos you can export while your account is active. Pre-termination self-serve export options are not confirmed publicly.

  3. Request export

    Request your free standard export

    Within 30 days after termination, instruct Consentz in writing to provide one standard export of your clinic patient data in a commonly used electronic format. Consentz says it does not charge for this. Non-standard extraction or migration may be charged.

    View step details

    Who: You

    Within 30 days after termination, instruct Consentz in writing to provide one standard export of your clinic patient data in a commonly used electronic format. Consentz says it does not charge for this. Non-standard extraction or migration may be charged.

  4. Download

    Download it within the window

    You are responsible for requesting and downloading the export within the 30 days. Afterwards, Consentz may delete your data from active systems and then from backups.

    View step details

    Who: You

    You are responsible for requesting and downloading the export within the 30 days. Afterwards, Consentz may delete your data from active systems and then from backups.

  5. Hand over

    Hand over to Managed

    Create a Free workspace and share your export with us. We'll handle the import for you, free, including photos and attachments. The Managed team matches imported photos and attachments to the right client records. Review a sample.

    View step details

    Who: You and Managed

    Create a Free workspace and share your export with us. We'll handle the import for you, free, including photos and attachments. The Managed team matches imported photos and attachments to the right client records. Review a sample.

  6. Before switch

    Before your switch date

    Set up services, per-service deposits, cancellation cutoffs and saved-card booking. Rebuild consultation forms or start from the Managed Forms app. Settle deposits and balances in Consentz and update booking links.

    View step details

    Who: You

    Set up services, per-service deposits, cancellation cutoffs and saved-card booking. Rebuild consultation forms or start from the Managed Forms app. Settle deposits and balances in Consentz and update booking links.

Available plans: Consentz's standard export is requested after termination, within a 30-day window. Plan your switch around your term end date.

Set up deposits and no-show protection before your switch date

Configure deposits and cancellation rules in Managed before clients start booking on your new diary.

Free mobile app

Download Managed Forms

Create forms, send by link, QR code, email or SMS, and complete them in person on iPhone, iPad and Android.

Forms are included on every plan. Email and SMS delivery uses message credits. Sign in with your Managed account to keep forms and client records together.

Costs while you switch

Migration is free on every plan. Choose the subscription that matches the tools your clinic needs. Payment processor charges, tax, extra messages and separately priced advertising or social media services are extra. Data migration and setup help are free, with next-day setup turnaround.

Payment processor charges, tax, extra messages and separately priced advertising or social media services are extra. Data migration and setup help are free, with next-day setup turnaround.

Timeline for your switch

Use these checkpoints rather than inventing fixed durations. Setup help is free with next-day turnaround once you send what we need.

Example day

  1. 90+ days before term end

    90+ days before your term ends

    Give written notice and ask what you can export before termination.

    View step details

    Who: You

    Give written notice and ask what you can export before termination.

  2. Switch day

    Switch day

    Start taking new bookings in Managed. Confirm upcoming appointments, team members and reminders.

    View step details

    Who: You and Managed

    Start taking new bookings in Managed. Confirm upcoming appointments, team members and reminders.

  3. Within 30 days after

    Within 30 days after termination

    Request and download your free standard export, then share it with us for import.

    View step details

    Who: You and Managed

    Request and download your free standard export, then share it with us for import.

Available plans: Setup help is free with next-day turnaround once you send what we need.

Questions about switching from Consentz

We'll handle the import for you

Migration and setup help are free on every plan. Tell us what you are moving and we take care of the import.

1

Contact the team

Email hello@withmanaged.com to plan your switch and next-day setup help.

Next-day setup

2

Photos matched to clients

The Managed team matches imported photos and attachments to the right client records.

Included in migration

3

Data processing

Read how Managed processes personal data for your business.

DPA

Ready to leave Consentz?

Start free, share your export, or book a demo. Free migration on every plan. Setup help is free with next-day turnaround. Or email hello@withmanaged.com.

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