1
Check the file
Confirm that the export from Square Appointments includes the records and dates you want to bring across.
Switch from Square Appointments
Plan your move from Square Appointments to Managed
Bring supported client records, history, services and upcoming appointments across. Migration is free on every plan, with free setup help. What can move depends on the export available from Square Appointments; review a sample before choosing your switch date.
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 Square Appointments users consider Managed
Compare the setup you use today with the jobs your business needs to do. Use the detailed comparison as a starting point, then check your own package and records.
Compare the workflow
Compare the payment and retail setup around your appointments.
Compare the full cost
Check how your team uses booking, customer records and online tools today.
Check what can move
Save financial reports separately; appointment imports do not transfer payments or balances.
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.
Square appointment history guide
Reviewed 18 October 2026. Square documents appointment history export from Appointments > Settings > History. The public guide is for the US Square Dashboard; menu labels or availability may vary by account region.
1
Export appointment history
Sign in to Square Dashboard and open Appointments (or Payments > Appointments) > Settings > History. Select Export to download a CSV.
2
Check customer records separately
Review your Square Customer Directory and export options for the account. Ask Square Support what customer, notes, form and attachment data is available in a bulk export.
3
Save payments and balances
Download payment, refund and account reports separately. Imported appointments do not transfer the original payment or outstanding balance.
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. These are planning steps; timing depends on your provider’s export and your business.
1
Day 1 · Request your export
Check Square Appointments’s current export options and download the client, service and appointment files you need. Save financial reports separately.
2
Day 2 · Review an import sample
Share the agreed files with Managed, then check a sample for names, services, dates, duplicates and any included attachments.
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 your team has reviewed the records and agreed how to handle payments, deposits and balances.
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 Square Appointments
Ready to move from Square Appointments?
Book a 30-minute switch call and plan what to export, what to check and when to move new bookings.