This is the exact checklist I use when I move my own shop to new software. Pick your current platform, work top to bottom, and tick each box — it remembers where you left off. Print it, share it with your team, and switch without losing a thing.
Do this in your CURRENT software first. Export and back up before you touch anything new — you can always delete later, you can’t un-lose data.
The export is easy; the import is where shops get burned. Go slow and verify.
Get the future booked before you go live.
Bring your team in early — they help instead of fighting it.
Keep your own processor and keep 100% of your money.
Go live calm, not chaotic.
Export from your old system, clean it, import in a test batch, then the full list.
Rebuild your services, durations, add-ons, and price tiers from your screenshots.
Create staff accounts, set schedules and pay rules, connect your own processor.
Book test appointments, run a $1 charge, send a test SMS, pull a report.
Switch over on a slow day. Keep the old system read-only for a week. Done.
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