Moving from Setmore to Noterro: A Step-by-Step Guide

If you're transitioning from Setmore to Noterro, you'll need to upload your Patient List with as much detail as possible. Here's a comprehensive guide on how to migrate your data efficiently.

Exporting your Setmore Patients

To begin, navigate to Customers in Setmore and click the hamburger menu next to the search field. From there, select Export customers.

Setmore will then email a CSV file of your customers to the account owner’s email address. Be sure to check your email for that file shortly after exporting it from Setmore.

For more detailed instructions, refer to the full guide on Exporting Your Customer Contacts.

Exporting your Setmore Appointments

Start by going to Settings > Account > Basic Reporting.

Use the dropdown menus to specify a Start Date, End Date, or to filter results by Services, Staff, or Classes. Click Generate Report to retrieve your data (it may take a few moments to load).

Optionally, use the column headers to sort your data in ascending or descending order. Finally, click the Export as .XLS button to download a spreadsheet of your data.

For complete details, review the full guide on Exporting Your Appointments.

Important Note

You can book your migration call, and we'll help coordinate the best way to make the switch based on your unique situation.

 Exporting Your Customer Contacts
 Exporting Your Appointments