Making the switch to superior booking & management software benefits your business by making it more efficient and profitable. Yet, one thing usually stops salons, spas, med spas and many other businesses from switching to the software they deserve—the thought of taking their clients with them. But moving clients and their information into a brand-new system quickly and accurately doesn't have to be a daunting prospect. In fact, Vagaro handles this process for you, ensuring a swift and seamless transition. Below are the major benefits of having such a service—and why the booking and management software you choose should offer it.
Seamlessly Transfer a Range of Important Information
Referencing clients’ information from a separate source, be it an Excel sheet or worse, a physical notebook, isn’t a practical long-term solution. Still, manual data transfer presents a laborious alternative for many people. This can be compounded when you factor in the range of other business-related information you may need to take with you:
- Appointment details (future & past)
- Services & Products
- Employee profiles
- Payment and transaction details
- Business reviews
- Memberships & Packages
- Gift Certificates
- Notes
- Inventory
- Client credit card info
With one call to Vagaro’s Imports & Onboarding Team, you can make sure all this essential information is transferred to your new software. Most days, customers enjoy the convenience of same-day appointment availability.
They Said It
Vagaro has been wonderful so far. After 11 years of service with another software company, I was worried about leaving all my hard-earned 5-star reviews behind and starting over. Well, I didn’t have to because Vagaro transferred all of them to my new account!
Stephie L.
Improve Efficiency & Save Time
This one is so obvious we barely need to include it on this list, but: Transferring client information manually is time-consuming and prone to errors. Automatically importing client information can significantly save time compared to manually entering data all over again. This is especially important for businesses with large client bases, like large salons & barbershops, spas and med spas.
Import appointments with Vagaro’s Imports & Onboarding team are easy to schedule, and can often be made on that same day if customers prefer. The importing process is completed in about 1-2 business days. Vagaro customers can also take free instructional webinars to take prior to their appointment so that they can learn early how to get the most out of the Vagaro software.
They Said It
[My Customer Support rep] was very friendly, efficient and professional. He made what could have been a long process much easier and less time consuming!
Caith R.
Ensure Data Integrity, Accuracy & Security
When transitioning to new management software, importing your client data ensures that your information stays correct and up to date. This supports data integrity and reduces the risk of errors associated with manual data entry.
Accurate and secure client transfer is especially important in the case of med spas, for whom patient information is often sensitive. Vagaro’s dedicated Imports & Onboarding team helps med spas and similar businesses transfer patient records—and even existing appointments—over from their earlier software all the time. Their simple import process follows necessary security measures to protect client data during the transition.
They Said It
I worked with [Vagaro Customer Support] on this transition and I must say, they made everything seamless, even when I found myself to be overwhelmed. The patience and knowledge has been unmatched. Thank you for being experts in your field and making my experience enjoyable thus far.
Kay L.
Streamline Your Operations
Migrating client data to your new software system enables streamlined and efficient operations. This is because it enables potential employees to quickly access relevant client information if needed, leading to improved workflow and productivity.
They Said It
Super knowledgeable! Made everything super easy and convenient. Couldn't recommend [Vagaro Customer Support] enough!
Olivia B.
Enable Data Analysis & Reporting
Robust management software, like Vagaro’s, often comes with advanced reporting and analytics features. By importing client data quickly, you can use these tools to gain valuable insights into client behaviors, trends & overall retention right away. This info can be accessed at any time and on any device via the Vagaro dashboard.
They Said It
Vagaro, you make small businesses possible! Too easy to get rollin’ on this system! Thanks, Vagaro!
Riley H.
Vagaro understands how important it is for businesses across the board to import their clients swiftly and accurately into their new booking and management software. This is a strategic move that contributes to improved efficiency, data accuracy, customer relationship management, and overall business success. A simple appointment with Vagaro’s Onboarding & Imports Team can take the burden of this process off your shoulders. Don’t let the unpleasant thought of importing clients stop you from choosing software that will help you run a more efficient and profitable business. Start your FREE 30-day trial today!
