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Switch from Fresha

Switch from Fresha to Managed

To switch from Fresha to Managed, export your client list, appointments and sales reports, and download client forms and files, before you cancel. Fresha's data protection terms allow up to 30 days after the agreement ends to export. We'll handle the import for you, free on every plan, including photos and attachments.

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 Fresha

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

1

Clients

Export from Clients > Clients list > Options in Excel or CSV. This includes clients who first found you on the Fresha marketplace.

Moves across

2

Appointments

Export from the Appointments list in CSV, Excel or PDF, filtered by date range.

Moves across

3

Client forms

Fresha's help centre shows forms downloaded one response at a time (Print > Save as PDF). Download the ones you need to keep.

Export first

4

Photos and files

Download from each client profile (Files > Download file). Photos and attachments are included in our free import. The Managed team matches imported photos and attachments to the right client records.

Matched to clients

5

Saved cards

Fresha says client card details cannot be exported or transferred. Clients add a card again when they book with a saved card in Managed.

Do not transfer

6

Payments, deposits, gift cards and memberships

These do not transfer. Fresha asks you to refund deposits for future appointments and active gift cards or memberships before deleting a workspace.

Do not transfer

Fresha help centre and terms paraphrased for switching planning only, checked 17 October 2026. This is not legal advice.

What happens to your Fresha marketplace bookings

Be clear about this before you move. Leaving Fresha means leaving its marketplace.

1

New marketplace bookings stop

When you cancel your Fresha plan, your profile is removed from the marketplace at the end of the billing cycle. Unlisting also disables Fresha online booking, Book Now buttons and booking links.

Plan before you unlist

2

Your existing clients come with you

Clients who first found you on the marketplace are in your client list. Export them and we'll import them, then send them your Managed booking link.

Export and rebook

3

Google booking button

Fresha's Reserve with Google button needs a listed Fresha profile, so it stops when you unlist. Update your Google Business Profile with your Managed booking link.

Update Google profile

4

Reviews

Fresha says reviews are hidden, not deleted, when you cancel, and return if you reactivate.

Hidden, not deleted

Free on every plan

Free migration from Fresha, 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 Fresha (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 Fresha exports. Payments do not transfer. You can also import CSV or Excel yourself with checks before saving, and undo supported changes on every plan.

Fresha export checklist

Fresha gives up to 30 days after the agreement ends to download your data through its export tools. Deleting a workspace is permanent.

Example day

  1. Check agreement

    Check your Fresha agreement

    Fresha's Partner Terms say the agreement continues until either party gives at least 30 days' written notice. Cancelling your plan ends workspace access at the end of the current billing cycle.

    View step details

    Who: You

    Fresha's Partner Terms say the agreement continues until either party gives at least 30 days' written notice. Cancelling your plan ends workspace access at the end of the current billing cycle.

  2. Export clients

    Export clients and appointments

    Export your client list (Clients list > Options > Excel or CSV) and appointments (Appointments list > Export). You need the 'Can download clients' permission.

    View step details

    Who: You

    Export your client list (Clients list > Options > Excel or CSV) and appointments (Appointments list > Export). You need the 'Can download clients' permission.

  3. Export reports

    Export sales and other reports

    Export the sales log and any reports you need in CSV, XLSX or PDF. Fresha reports export one at a time.

    View step details

    Who: You

    Export the sales log and any reports you need in CSV, XLSX or PDF. Fresha reports export one at a time.

  4. Forms and files

    Download forms and files

    Save client form responses as PDF one at a time, and download photos and files from each client profile.

    View step details

    Who: You

    Save client form responses as PDF one at a time, and download photos and files from each client profile.

  5. Settle payments

    Settle payments and the marketplace

    Refund deposits for future appointments and active gift cards or memberships as Fresha requires before deletion, cancel or move upcoming appointments, and settle any negative wallet balance.

    View step details

    Who: You

    Refund deposits for future appointments and active gift cards or memberships as Fresha requires before deletion, cancel or move upcoming appointments, and settle any negative wallet balance.

  6. Hand over

    Hand over to Managed

    Create a Free workspace and share your exports 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 exports 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.

  7. Before switch

    Before your switch date

    Set up services, per-service deposits, cancellation cutoffs and saved-card booking. Update your website, Instagram and Google booking links, and tell clients when to book through Managed.

    View step details

    Who: You

    Set up services, per-service deposits, cancellation cutoffs and saved-card booking. Update your website, Instagram and Google booking links, and tell clients when to book through Managed.

Available plans: Fresha gives up to 30 days after the agreement ends to download your data through its export tools. Deleting a workspace is permanent.

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. Before you cancel

    Before you cancel

    Export clients, appointments and reports, download forms and files, and share them with us for import.

    View step details

    Who: You

    Export clients, appointments and reports, download forms and files, and share them with us for import.

  2. Switch day

    Switch day

    Start taking bookings in Managed and update booking links on your website, Instagram and Google profile.

    View step details

    Who: You and Managed

    Start taking bookings in Managed and update booking links on your website, Instagram and Google profile.

  3. Before access ends

    Before Fresha access ends

    Refund or settle deposits, gift cards and memberships in Fresha. Keep access until all exports are confirmed.

    View step details

    Who: You

    Refund or settle deposits, gift cards and memberships in Fresha. Keep access until all exports are confirmed.

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

Questions about switching from Fresha

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 Fresha?

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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