Migration checklist
Use this list whichever system you are leaving. It is the order of the afternoon — pick the public address, enter services, add the people who do them, import customers, place one test booking, then turn the old tool off. It does not walk through any single product's export screens.
One page. Print it. Cross items off as you switch.
Use this list to move from any existing booking tool to Booked in an afternoon.
Before you start
- [ ] Pick your slug (
booked.co/<slug>). Short, matches the shop name. - [ ] Have your services in a spreadsheet: name, duration in minutes, price.
- [ ] Export your customers from the old tool as CSV (name, email, phone).
- [ ] Export anything else the old tool will give you — past appointments, staff, working hours, reviews. Booked imports more than most people expect.
- [ ] Decide on Starter or Pro (see Starter vs Pro).
Day of switch
- Sign up at
booked.co/auth. A new shop gets 14 days free with no card. - Claim your slug and set the shop's name, address, phone, and hours.
- Add services. Type from the spreadsheet, or import the CSV.
- Add staff (Pro for more than one). Assign services and hours.
- Import your data from Dashboard → Import data.
- Send a test booking to yourself, then cancel it from the confirmation link. That exercises the whole loop, messages included, in a minute.
- Close online booking in the old tool and put your Booked URL in every bio.
What Booked can import
Eight kinds of CSV, each with its own required columns:
| What | Columns it must have |
|---|---|
| Services | name, duration_minutes |
| Staff | display_name |
| Customers | name (plus email or phone to be useful) |
| Reviews | author_name, rating |
| Past bookings | service_name, staff_name, customer_name, starts_at |
| Staff schedules | staff_name, weekday, start_time, end_time |
| Time off | starts_at, ends_at |
| Staff ↔ services | staff_name, service_name |
Column headers do not have to match exactly — the importer recognises the names the common platforms export. Import services and staff before past bookings and staff↔services, because those two are matched by name against what is already there.
Past bookings import silently: no confirmations, no reminders, nothing sent to anyone.
Week one
- Watch the calendar for double-bookings for the first week; if you left the old tool open by accident, this is where it shows up.
- Turn on SMS (Pro + SMS add-on) if reminders matter to your show-rate.
- Consider enabling Card Payments for high-value services to cut no-shows further.