Switching booking software, without starting from zero.
Switching to MeetScarlet starts with your client list: export it from your current booking software as a CSV, check it in MeetScarlet before anything is saved, then import it. We set up your services, prices, memberships and schedule with you during setup, and your branded app is in the stores in about 4 to 6 weeks.
What moves, and who does it
| What | How it moves | Who |
|---|---|---|
| Client list | A CSV import with name, email or phone, and tags | You or us, in the admin |
| Services, prices and team | Set up in MeetScarlet from your current list | Us, with you, during setup |
| Memberships and packs | Rebuilt as MeetScarlet plans, with your names and prices | Us, with you, during setup |
| Classes, courts and hours | Set up as your schedule in MeetScarlet | Us, with you, during setup |
| Past bookings and payments | Stay in your old system; export them for your records before you close it | You |
How the client import works
- Export your clients from your current software as a CSV, or download MeetScarlet's template from the import screen.
- MeetScarlet reads common column names, such as name, first name and last name, email, phone or mobile, and tags.
- Check the file first. The check saves nothing and shows every row: the clients it will add, and the rows it will skip and why, such as a missing email and phone, an email that is already in MeetScarlet, or the same person twice in the file.
- Import. Clients already in MeetScarlet are kept as they are, so you can import a second file without making duplicates.
When an imported client signs in to your new app with the same email, they land on the profile you imported, with its tags. Owners and managers can run an import, and can export the client list to a CSV at any time.
How long switching takes
About 4 to 6 weeks for the store apps, most of it Apple's enrollment. Your web app's link is ready during setup, and members can book there as soon as you choose your MeetScarlet plan. They keep the same account when the store apps launch. Most of the wait is Apple's developer enrollment for your own account, which you can start on day one; our guide to publishing under your own Apple account lists each step. Keep your current software running until your new app is live, then move your clients across.
Setup is a one-time $999 on monthly billing, and free on yearly plans.
When it is not the right fit
- You need every past booking and payment inside the new system on day one. MeetScarlet imports clients, not booking or payment history.
- You want a one-click transfer from a named vendor. MeetScarlet has no direct importer for Mindbody, Fresha, Vagaro or others; the move goes through a CSV and our setup.
- Your clients hold many prepaid packs with balances left. Plan how to honour them, for example by letting old packs run out in your current system before you switch.
See how it's set up
The step-by-step guide your team would follow, on MeetScarlet Help: Import your list from a spreadsheet.
Questions
Straight answers. Anything else, ask us on a demo.
Can I import my clients from my current booking software? #
Yes. Export your clients to a CSV and import it in the MeetScarlet admin. MeetScarlet reads the name, email or phone, and tags, up to 2,000 clients per file.
Can I check the import before anything is saved? #
Yes. The check saves nothing and lists every row, with the clients it will add and the rows it will skip, such as duplicates or rows with no email or phone.
Does booking history move to MeetScarlet? #
No. MeetScarlet imports your client list. Past bookings and payments stay in your old system, so export them for your records before you close your account there.
How long does it take to switch to MeetScarlet? #
About 4 to 6 weeks for the store apps, most of it Apple's developer enrollment. Your web app is live sooner, and you keep your current software until the new app is ready.
Do my clients need to sign up again? #
They download your new app and sign in with their email. If it matches the email you imported, they land on their existing profile.
Keep reading
- All comparisonsWhy MeetScarlet is our pick for an app with your own name: how it compares with Mindbody and other booking platforms on branded apps, prices and setup.
- Memberships and class packsMeetScarlet is a membership app for studios, gyms and salons: sell memberships, class packs, credits and minute packs in your own branded app. From $349 a month.
- Publish under your own Apple accountWhy Apple asks businesses to publish template-built apps themselves, and the steps: a free D-U-N-S number, Apple ($99 a year) and Google Play ($25 once).