Switching the system you use to run your business may seem daunting, but at PocketSuite, we make the onboarding process as quick and easy as possible! Our Imports Team is always ready to help you bring over data from other platforms, just follow these steps below!
Step 1: Setup Your PocketSuite Account
All you need is a phone number and 15 minutes to be up and running on PocketSuite!
- Download PocketSuite from the App Store or Google Play or you can signup online from your Desktop or tablet.
- Create a new PocketSuite account using your phone number.
- Schedule a Welcome Call with an expert on our Customer Success Team who will walk you through setting up your account and assist you with importing your client list, service list, appointments, and much more!
Step 2: Decide what you would like switched over
PocketSuite can help you import all of your business data so you never feel like you’re starting from scratch. Here you will find a list of the information we can import for you.
Step 3: Download your data
PocketSuite offers many features designed to make your life easier and to grow your business. First, export your client list and other data from your current booking app. Then send them to PocketSuite at firstname.lastname@example.org so that we can import them for you. Easy peasy!
The data export process is different for every booking platform. In the example below, we give you a quick guide to downloading your client list from Square Appointments.
- Client List: To export your clients from Square Appointments, select Customers from the options list on the left. Click through Directory > Import/Export > Export Customers > All Customers > Export to generate your client list, then press Download to download the file to your computer.
Step 4: Email PocketSuite and Start Booking Clients!
Once you’ve exported everything you need, send those CSV files along to email@example.com where our imports team will upload the data to your account! Be sure to include your name and phone number, and if you have any questions, you can reach out to the PocketSuite team directly through the app!
Not able to export some of your data? No problem! You can easily fill out one of our import templates and send it along to firstname.lastname@example.org, and we will add it to your account for you! Here is a list of our available templates below:
- Client List Import Template
- Service List Import Template Note: If you have a website where you list your services, just share your website address and we’ll pull your services into PocketSuite for you.
- Booked Appointments Import Template
- Active Packages Import Template
To import custom form(s) and contract(s), just email the document directly to email@example.com. You can send a PDF, WordDoc, GoogleDoc, or a link to your form(s) and contract(s) online and we’ll import it into PocketSuite for you.
Your success is important to us and we find that fully onboarded Pros on average see a 30% increase in income. So give yourself a raise by scheduling a welcome call today and see the power of PocketSuite’s tools for yourself! We are excited to welcome you to the PocketSuite network and help you grow your business!
Click here to learn how to transfer to PocketSuite from other common booking platforms, like Acuity and Vagaro.