How do I transfer my existing data to MassageBook?

 
Whether you're running your business with pen and paper, a calendar, and/or another software program, MassageBook offers simple solutions to transfer your existing data to your new Professional account! 
 
Intake Forms
If you have your own paper intake forms, you can scan them and then upload the files into the SOAP Notes section of client records in PDF format! You can also take advantage of our electronic Client Intake Forms! For more information, click here: Client Intake Forms
 
Client List
The best way to bring over client data is to import those clients via spreadsheet. That spreadsheet will have to be made/exported prior to import into MassageBook. You can also manually add clients to your Client List.
 
Appointments
If you have existing appointments on a Google calendar, you can import that appointment data via Google Sync. You can manually add the appointments to the Schedule for any upcoming/requested appointments: Booking an In-Office Appointment
 
Note: There isn't a way to enter historical data about past appointments into client records. You can bring over existing appointments via Google Sync but the booking history for your clients cannot be entered into their records unless you book an in-office appointment. 
 
Reviews

We have several options for you to showcase the wonderful reviews that clients have left for your and/or your business outside of MassageBook's Reviews feature! For more information, click here: How to display existing reviews on MassageBook

 
Gift Certificates
If your business previously sold gift certificates prior to MassageBook, or if you have custom gift certificates for sale in your office, you can add those unique codes in MassageBook! For more information, click here: Account for previously sold gift certificates
 
 
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