Switching salon booking platforms is mostly a planning problem. The risk is not just losing data; it is confusing clients, double-booking staff, or discovering too late that important notes, deposits, or recurring appointments did not move.
Export the right data first
- Client names, phone numbers, emails, notes, tags, preferences, and consent records.
- Future appointments, recurring appointments, deposits, and outstanding balances.
- Services, durations, prices, buffers, processing time, and staff assignments.
- Products, inventory, gift cards, packages, memberships, and retail pricing.
- Staff working hours, permissions, locations, and service eligibility.
Set up and test before switching links
Create your new service menu, staff calendars, cancellation policy, deposits, reminders, and payment settings before sending clients the new link. Run test bookings, cancellations, reschedules, refunds, checkout, and reminder flows.
Change public links in one pass
Update your website, Instagram bio, Google Business Profile, Facebook page, email signature, QR codes, and saved message templates. If two booking links are live at the same time, make one system the source of truth to avoid double bookings.
Do not migrate during your busiest week. Pick a quiet period, keep a backup export, and tell staff exactly where new bookings should be checked.
If you are still choosing software, read how to choose a booking platform for your salon.