Migrating from Schedulista to Noterro

Your transition from Schedulista to Noterro can be efficient with a bit of preparation. Here's a step-by-step guide to ensure a smooth migration.

Exporting Your Clients from Schedulista

Start by exporting your Client list to a CSV file, which we'll import into Noterro. To do this, navigate to the "Clients" tab in Schedulista, click the Gear Icon, and select "Export Clients to file." This process will generate a CSV document containing all your client data. For further assistance, refer to the Exporting Clients from Schedulista guide.

Exporting Your Appointments from Schedulista

Next, you'll want to export your appointments. First, run the Appointment Report. For detailed instructions, refer to this guide. After generating the report, click the Gear Icon located at the top right and select your preferred export option. You can choose "All Appointments" if you wish to include both past and future appointments in your data export. Additionally, consult the Exporting Appointment Report guide from Schedulista for more comprehensive help.

Finally, schedule your migration call with us. During this call, we'll coordinate the most effective way to transition your operations to Noterro, tailored to your unique requirements. That's it! Your new system in Noterro will soon be ready to go.

Exporting Clients from Schedulista

Exporting Appointment Report From  Schedulista

How to Run an Appointment Report in Schedulista

Schedule Migration Call With Noterro Support