Which file do I need?
An Excel (.xlsx) or CSV file. Most systems export one. Export customers and appointments from the old system.
What comes over?
| What | How it comes over |
|---|---|
| Customers | Matched by phone or email. Existing customers get empty fields filled. Nothing is overwritten. |
| Appointments | Future ones are booked. Past visits become read-only history. No customer gets a message. |
| Services and prices | From a spreadsheet, a PDF or photos of your price list. |
| Products | From a spreadsheet, with name and price. |
Does my customer get a message?
No. Importing appointments sends no message.
Can I undo an import?
Yes, for 7 days, for customers and appointments. Undo removes only customers from that import with no appointment or sale since.
Does an import cost anything?
No. Imported history carries no booking fee.
What do I do with my booking link?
Your booking link is yourname.servecounter.com. Put it where the old link was.