Exporting your Fresha (Shedul) Clients
So coming from Fresha, we’ll need you to upload your Client List with as much detail as possible. From the Main Menu in Fresha, you can export your clients by going to Clients > Options > Download Excel.
You’ll then be left with an excel file on your device containing all of your clients, which you’ll then be able to import to Noterro.
Exporting your Fresha (Shedul) Appointments
Fresha also allows you to export your client's past and future appointments to excel. From the Main Menu in Fresha, you can export your appointments by heading to Sales > Appointments > Export > Excel.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
Please sign in to leave a comment.