Switching to Regulars Desk
Bring your clients, services, balances and visit history with you. Every import is checked row by row before anything changes, and you can undo it for 7 days.
Imports from the system you use now
Column templates for the exports from these systems, and matching by column name for anything else. CSV files and Excel workbooks both work, title lines and all:
Vagaro, Mindbody, Fresha, Square Appointments, GlossGenius and Booksy
What comes with you
- Clients, with their contact details and notes
- Your service menu
- Retail products
- Staff
- Upcoming appointments
- Gift card balances
- Package and credit balances
- Your membership roster, with each member's next renewal date
- Past visits, kept as history on each client for rebooking reminders (without payment details)
What doesn't come with you
- Past payments and receipts
- Client photos and signed waivers
- Saved cards. Each member gets a secure link to add a card before their first renewal here, and you can see who still needs to.
- Permission to send marketing. Imported clients get booking messages as usual, but marketing waits until each client agrees again.
How the move works
- Export your data from your current system as CSV files or Excel workbooks (.xlsx). Report titles above the column names can stay.
- Upload each file and preview how its columns will be read, changing any column the import guessed wrong. A dry run then checks every row and lists any problems before anything is saved.
- Apply the import once the dry run is clean. Balances arrive as opening entries, so your liabilities match, and clients with upcoming appointments get a note with a link to manage each one.
- Something looks wrong? Undo the import within 7 days and try again.
Planning your switch-over day
Choose a quiet day, run both systems side by side for a week, match gift card and credit balances, then point your booking links and Google Business Profile at your new booking page.
Questions about your export?
Tell us which system you use now and we'll answer questions about getting your data out of it. Contact
Joining is by invitation while we work closely with our first businesses.