Bring your book with you.
Moving from another booking system doesn’t mean starting again. Bring your clients, their visits, upcoming appointments, colour formulas and notes, and try it all on your real book before your clients hear anything new.
Four steps, at your pace.
Import while your old system is still running. Your clients only hear from FullColumn once you switch over.
- 1Export from your old systemMost booking systems export clients, appointments, colour formulas and notes as CSV or Excel files. Choose your system when you import, and FullColumn says where it keeps the export.
- 2Import clients, then appointments, then formulasColumns are matched for you by their headings, and you check them and a preview before anything is saved. Importing again never makes duplicates.
- 3Try it on your own clientsChoose “Only to your team for now” and texts and emails only go to your team. What clients would have got is kept in Messages, so you can see it, while your old system is still the one they hear from.
- 4Switch over and share your booking linkOnce you’ve stopped using your old system, start sending to clients. Then put your booking link in your Instagram bio, on Google and on your website’s Book now button.
What comes across
- Clients, with mobiles, emails, birthdays, addresses, notes, tags and allergy alerts
- Who agreed to marketing texts and emails, as your file says
- Past visits, with what they had and what it cost, so their history and spend carry over
- Upcoming appointments, on the calendar
- Colour formulas and notes, with their original dates
What you add by hand
- Gift vouchers, with what’s left on them
- Deposits and other money clients have with you, as an opening balance on their account
- Patch test dates, on each client’s card
Questions
Will my clients get a text or email when I import them?
No. Importing sends nothing. Choose “Only to your team for now” when you import, and nothing goes to clients at all until you switch over.
Will it work with my old booking system?
Most booking systems can export clients and appointments as CSV or Excel files. Choose your system in the import to see where it keeps them, or “Something else” for any other file.
Can I import the same file again?
Yes. Clients already on file are found by their old system ID, email or mobile, and skipped or have their blanks filled in. Nobody is added twice.
Can I undo an import?
No, so check the columns and the preview before you press Import, especially that birthdays read the right way round.
Does my free trial wait while I’m trying it out?
No. The 14-day trial starts when you sign up, so import early and you’ll have the most time with your own book.
Are card payments real while I’m trying it?
Yes. Trying it on your own clients only holds back texts and emails. Card payments through Stripe are real payments.