1
Check the file
Confirm that the export from Phorest includes the records and dates you want to bring across.
Switch from Phorest
Plan your move from Phorest to Managed
Check your current account’s export options and terms before you cancel. Managed can import supported records free on every plan; what moves depends on the files and information your current system provides. Review a sample, check upcoming appointments and choose your switch date with your team.
Migration is free on every plan. Setup help is free with next-day turnaround. What can be imported depends on your export; payments and balances do not transfer with an appointment.
Example workspaceBookings, client records & forms
Tuesday’s diary
2 appointmentsAlex Example
Cut & finish · with Jamie
Consultation form completedRobin Example
Consultation · with Taylor
Alex Example
Client record
- Next appointment
- Tuesday, 10:30 · Cut & finish
- Preferences
- Prefers morning appointments.
Alex’s consultation form
Consultation form
Completed
Saved with Alex’s client record.
Read the answers before the appointment. Your practitioner reviews them and makes the treatment decision.
Explore the diary, client record and form. These client details are invented.
Why Phorest users consider Managed
Compare your current setup with the work your team needs to do. Start with the detailed comparison, then check your own plan, costs and export.
Compare your workflow
Compare client retention tools and reporting against what your team uses.
Compare the full cost
Review how multi-location work and staff access fit your business.
Check what can move
Check which client, service and appointment records you can export.
Free on every plan
Free migration on every plan
Send the export files your current provider makes available. The Managed team imports supported records for you to review. Photos and attachments can be included when they are present in the export.
- 1
Start a free workspace
- 2
Request an export from your current provider
- 3
Send the files to Managed
- 4
Review a sample import
- 5
Agree when new bookings move
Export formats and available fields vary. A booking import does not transfer payment transactions, deposits or account balances.
Phorest export guide
Reviewed 18 October 2026. Phorest documents client, future appointment, service, staff-service, transaction, credit account, course and voucher exports. Some reports and forms use separate routes.
1
Export clients and transactions
Use the client reports for client details. For transaction history, open Manager > Business > CSV Export, create an export for the date range you need, then download it when its status is Done.
2
Export upcoming appointments
Run the Staff Appointments report to export future appointments, including staff breakdown and service or colour notes.
3
Export services by location
Go to Manager > Services > Export all services. Repeat at each location; the export reflects the location currently selected. Export staff-qualified services from the staff member’s profile.
4
Save forms and account balances
Save consultation forms from each client profile. Use the relevant credit account, courses/series and voucher reports for outstanding balances.
Check the import before you move
A sample gives your team a chance to check the details that matter before setting a switch date.
2
Review a sample
Check names, contact details, appointment dates, services, assigned staff and any files included in the import.
3
Resolve differences
Identify missing fields, duplicates and details your team will need to enter or check manually.
Plan your first week on Managed
Start once you have the export and agree a switch date with your team. Timing depends on your provider’s export and your business.
1
Day 1 · Request your export
Check phorest’s current export options and download the records you need.
2
Day 2 · Review an import sample
Check names, services, dates, duplicates and any files included in the import.
3
Day 3 · Prepare your team
Set services, reminders and forms, check upcoming bookings and tell clients when to use your Managed booking link.
Choose a go-live date only after the records and financial arrangements have been reviewed.
Choose a clear switch date
Agree a changeover with your team so clients know where to book and staff have one diary to follow.
Review upcoming appointments
Check times, services, assigned team members and reminders in the weeks around your planned move.
Account for payments
Make a separate plan for deposits, prepaid balances, memberships, gift cards and refunds held in your current system.
Tell your team and clients
Confirm when new bookings should start going through Managed and update the links your clients use.
Questions about moving from Phorest
Ready to move from Phorest?
Bring your export questions, upcoming appointment list and preferred switch date. The Managed team can help you plan the next steps.