Import and migrate to automated booking

Switching systems does not have to be a big-bang cutover. Most teams phase in online booking while keeping the calendar authoritative.

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Key takeaways

  • Start with services, hours, and staff availability in the new system.
  • Publish the portal for new client bookings first.
  • Migrate active client lists into customer profiles over time.

Phased migration beats perfection

Rebuilding every historical row from a spreadsheet is rarely worth blocking go-live. Focus on forward bookings and active clients first.

Getting live on FLEXY

Configure your catalog and portal, share the link for new online bookings, and run daily operations from the workspace calendar while you enrich customer history.

See also: View the matching solution page

Frequently asked questions

Do you offer automated import from Excel?
Teams typically re-create services and hours, then add customers as they book or during front-desk check-in. Plan imports for active rosters if you have large legacy lists.

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