To switch booking platforms without losing clients, plan the move before changing your public booking link. Export your client list, future appointments, service menu, staff calendars, notes, deposits, memberships, packages, and gift cards where possible.
Set up the new platform fully before launch. Test booking, cancellation, rescheduling, reminders, deposits, refunds, checkout, and staff permissions. Then update your website, Instagram bio, Google Business Profile, Facebook page, email signature, WhatsApp templates, and QR codes in one pass.
Tell clients what changed and where to book next. Keep the old system available as a reference during the first week, but avoid taking new bookings in two places unless one calendar is the source of truth.
Use the full migration checklist before switching.