How to switch booking software without losing clients
Updated November 12, 2026 · Aegleres
Switching booking apps feels risky because your client list and calendar are your business. With a little planning it takes an afternoon, and clients barely notice. Here's the order to do it in.
1. Export your client list first
Most booking apps let you export clients as a spreadsheet (CSV) from their clients or reports area. Export names, phone numbers, emails and notes. If you can, export your upcoming appointments too. Keep a copy somewhere safe before you change anything.
2. Set up services, staff and hours in the new app
Copy your service menu, prices and durations, then each person's working hours. Check cleanup time between appointments so the calendar books realistically.
3. Import clients and check a few by hand
Upload the spreadsheet, match the columns (name, phone, email) and look at a handful of clients to make sure numbers and notes came across correctly.
4. Move future appointments
Re-enter upcoming appointments in the new calendar so nobody is double-booked. Do the next few weeks first; anything further out can follow.
5. Swap your booking link everywhere
- Instagram, Facebook and TikTok bios
- Google Business Profile
- Your website and email signature
- Any printed QR codes or cards
6. Tell clients — briefly
Good news: we've made booking easier! Book, change or cancel your appointments any time here: {link}. Your upcoming appointments are all still in place.
7. Run both for a short overlap
Keep the old account open for a few weeks to catch any stray bookings, then switch it off once everything comes through the new link.
Switching to Aegleres
- Upload a CSV from your current app — we match the columns for you and spot duplicates
- Import phone contacts (.vcf) too
- Step-by-step export guides for popular apps on our Switch pages
- A 14-day free trial with no card, so you can set everything up before you commit
Questions
Will I lose my client history?
Your client list comes across in the export. Detailed history depends on what your old app lets you export — keep the export file as a record either way.
How long does switching take?
Most small businesses can move their client list, services and hours in an afternoon. Re-entering future appointments depends on how far ahead you're booked.
Do clients need to sign up for anything?
No. They just use your new booking link.
Try it in Aegleres
Booking, reminders, deposits and payments for appointment businesses. $19.99 a month, everything included — free for 14 days, no card.