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Switch from Pabau

Switch from Pabau to Managed

To switch from Pabau to Managed, export your clients, appointments and payments from Pabau's reports, then download medical forms and photos or request Pabau's free managed export with 30 days' written notice. 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 Pabau

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

1

Clients

Export from Analytics > Reports > Clients in Excel or CSV. We import them for you.

Moves across

2

Future and past appointments

Export from the Appointments reports with a custom date range. Future appointments keep your diary running in Managed.

Moves across

3

Consent forms, treatment notes, medical history and photos

Pabau's reports cannot export these. Download them from each client card, or request Pabau's managed export, which delivers PDFs and attachments in a folder per patient. Photos and attachments are included in our free import. The Managed team matches imported photos and attachments to the right client records, including Pabau exports.

Export first

4

Services and products

Export from the Services and Products pages in Excel or CSV.

Moves across

5

Payments, deposits and balances already taken

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

Do not transfer

6

Form templates

Pabau says templates cannot be exported directly. Rebuild them in Managed or email them to yourself from Pabau as PDFs.

Rebuild in Managed

7

Prescribing and lab workflows

These stay outside Managed. Plan how they will continue before your switch date.

Stays outside Managed

Pabau help centre and terms paraphrased for switching planning only, checked 17 October 2026. This is not legal advice. Check your own Pabau agreement.

Free on every plan

Free migration from Pabau, 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, including Pabau exports.

  1. 1

    Start free

  2. 2

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

Pabau export checklist

Pabau report downloads expire after one hour, and access ends when your subscription terminates. Plan exports before you give notice.

Example day

  1. Check agreement

    Check your Pabau agreement

    Monthly plans are a 30-day rolling contract with 30 days' notice to cancel. Prepaid 12, 24 or 36-month plans renew automatically unless you give written notice at least 30 days before the term ends. Note your end date.

    View step details

    Who: You

    Monthly plans are a 30-day rolling contract with 30 days' notice to cancel. Prepaid 12, 24 or 36-month plans renew automatically unless you give written notice at least 30 days before the term ends. Note your end date.

  2. Export reports

    Export reports while your account is active

    From Analytics > Reports, export clients, appointments (custom date range), payments and invoices, and clients with balance in Excel or CSV. Download each file from the Exports page within one hour, or run it again.

    View step details

    Who: You

    From Analytics > Reports, export clients, appointments (custom date range), payments and invoices, and clients with balance in Excel or CSV. Download each file from the Exports page within one hour, or run it again.

  3. Forms and photos

    Download forms, notes and photos

    Reports cannot export consent forms, treatment notes, medical history or photos. Download them from each client card, or request Pabau's managed export (see the next step).

    View step details

    Who: You

    Reports cannot export consent forms, treatment notes, medical history or photos. Download them from each client card, or request Pabau's managed export (see the next step).

  4. Managed export

    Choose Pabau's managed export option

    Pabau offers a free managed export if you give at least 30 days' written notice; it starts on the final day of your subscription and can take up to 5 business days. A paid managed export (£450 + VAT) can be scheduled at any time. Confirm in writing which one you want.

    View step details

    Who: You and Pabau

    Pabau offers a free managed export if you give at least 30 days' written notice; it starts on the final day of your subscription and can take up to 5 business days. A paid managed export (£450 + VAT) can be scheduled at any time. Confirm in writing which one you want.

  5. Verify export

    Check the export within 7 business days

    Pabau treats a delivered export as final after 7 business days. Check it quickly, and keep the original files safe. Pabau retains data for 90 days after termination, then deletes it.

    View step details

    Who: You

    Pabau treats a delivered export as final after 7 business days. Check it quickly, and keep the original files safe. Pabau retains data for 90 days after termination, then deletes it.

  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, including Pabau exports. Review a sample of names, services and dates.

    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, including Pabau exports. Review a sample of names, services and dates.

  7. 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 Pabau, update 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. Rebuild consultation forms or start from the Managed Forms app. Settle deposits and balances in Pabau, update booking links and tell clients when to book through Managed.

Available plans: Pabau report downloads expire after one hour, and access ends when your subscription terminates. Plan exports before you give notice.

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 notice

    Before your notice date

    Export report data, download forms and photos you need now, and decide between Pabau's free or paid managed export.

    View step details

    Who: You

    Export report data, download forms and photos you need now, and decide between Pabau's free or paid managed export.

  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. After access ends

    After Pabau access ends

    Check the managed export within 7 business days, share it with us for import, and keep the originals. Pabau deletes data 90 days after termination.

    View step details

    Who: You and Managed

    Check the managed export within 7 business days, share it with us for import, and keep the originals. Pabau deletes data 90 days after termination.

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

Questions about switching from Pabau

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, including Pabau exports.

Included in migration

3

Data processing

Read how Managed processes personal data for your business.

DPA

Ready to leave Pabau?

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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