Importing your data

• Clients: names, contact details, dates of birth, marketing consent, notes and tags. Start with these.
• Passes and credits: class packs and memberships with the credits left and their expiry, as opening balances.
• Future bookings: places in classes already on your schedule.

Past visit history, membership billing schedules and saved cards are not imported.

Export CSV files from your current system. The import recognises exports from Mindbody, TeamUp and Momence, and our blank templates (download them on the import page) cover any other system or spreadsheet.

Files can be up to 5 MB, saved as CSV straight from your system or from Excel. Dates are read the UK way (day first) unless you say otherwise.

Owners and admins import from Settings → Import and export → Import from another system.

1. Upload: choose the file and what is in it (clients, passes or bookings).
2. Source: we detect which system it came from. Change it if we guessed wrong.
3. Columns: check which column holds what, with sample values beside each. Match pass names and class names to yours, and confirm the date order.
4. Preview: every row, marked new, update, skip or error, with the reason.
5. Dry run: the totals and every problem grouped, with a report you can download and fix.
6. Commit: the import runs in one go. If anything fails, nothing is saved.

• Clients are matched to existing ones (by the old system’s ID, then email, then phone), so running a file again never makes duplicates. Existing details are never overwritten; only blanks are filled in.
• No emails go to clients.
• Imported bookings take no credits, because they were paid for in your old system. Cancelling one in time still gives the client a credit back, as usual.
• Clients sign in with their email and find their credits and bookings already there. There are no passwords to reset.