Export your data before you switch platforms
A client list you cannot get out is the most expensive thing to lose in a migration. These guides cover what each platform lets you export yourself, what needs a support request, and what to confirm in writing. Every point is cited to the vendor’s own help documentation.
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In short: Step-by-step guides to exporting your clients, appointments, sales and records from Vagaro, Boulevard, Zenoti, Mangomint, Fresha, Square Appointments, Aesthetic Record, Pabau, AestheticsPro and GlossGenius, with every step cited to the vendor’s own help documentation and what to ask support for in writing.
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Pick the platform you are leaving
Export from Vagaro
What Vagaro lets you export, what to ask support for, and the order to do it in.
Export from Boulevard
What Boulevard lets you export, what to ask support for, and the order to do it in.
Export from Zenoti
What Zenoti lets you export, what to ask support for, and the order to do it in.
Export from Mangomint
What Mangomint lets you export, what to ask support for, and the order to do it in.
Export from Fresha
What Fresha lets you export, what to ask support for, and the order to do it in.
Export from Square Appointments
What Square Appointments lets you export, what to ask support for, and the order to do it in.
Export from Aesthetic Record
What Aesthetic Record lets you export, what to ask support for, and the order to do it in.
Export from Pabau
What Pabau lets you export, what to ask support for, and the order to do it in.
Export from AestheticsPro
What AestheticsPro lets you export, what to ask support for, and the order to do it in.
Export from GlossGenius
What GlossGenius lets you export, what to ask support for, and the order to do it in.
Whatever you are leaving, do these four things
Export while the account is active
Run every export you can (clients, appointments, sales, products) before you cancel or downgrade. Access usually ends with the subscription.
Get the rest promised in writing
For anything you cannot export yourself (chart notes, photos, package and gift card balances), ask support in writing what they will provide, in what format, and by when.
Check the notice period and add-ons
Subscriptions, text credit plans and payment processing agreements can each have their own terms. Confirm all of them before you pick a cutover date.
Run both systems for one booking cycle
Keep the old platform readable while the new one takes bookings, for at least one full booking cycle, and move your booking link last.
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Not ready to move everything? You do not have to.
Workee puts booking on your own website and passes each appointment to the calendar you already run, and Jenny, its AI front desk, follows up with clients by text and email. Start there; if you move fully later, Workee imports your client list from a spreadsheet.
