How do I transfer all appointments and client info from another appointment app?

Jamielee4 — Mon, 25 May 2020 23:00:13 GMT

Re: Transferring from another app

isabelle — Mon, 25 May 2020 22:59:57 GMT

Thanks for posting in the Seller Community.

I'm assuming you mean transfer your appointment and client information from a different app, over to Square Appointments. Please let me know if I misunderstood this.

To import your Customer List and information, take a look at the following steps:

Visit the Customers page, click Import/Export at the top-right corner. Be sure you’re importing a .CSV file. XLS or other file formats will not import successfully > click Import.
Drag and drop your customer .CSV file into the upload field or click select it from your computer to upload the file > click Continue.
Add this customer .CSV file to an existing customer group or create a new group.
- To add customers to an existing customer group, click the drop-down menu and select a group from the list.
- To create a new customer group, enter a group name and select create new in the drop-down field > click Continue.
Confirm that your customers’ information are in the correct columns. If there are errors, click the drop-down menu to the right of the field and select the correct field.
- Note: Use the Notes attribute to keep all the information that doesn’t align with our predefined fields.
Click Import to move this group to your Customer Directory.

Apart from that, we don't have a way to import actual appointments scheduling or information. That would have to be done manually. Sorry about that! Let me know if you have any questions about this

Is there a way to move one appointment calendar to another location. We are closing 1 of the 2

northvalleyface — Wed, 16 Dec 2020 22:43:18 GMT

Is there a way to move one appointment calendar to another location. We are closing 1 of the 2

Re: Is there a way to move one appointment calendar to another location. We are closing 1 of the 2

AshleyK — Fri, 18 Dec 2020 00:50:23 GMT

Hey! I've merged your post to another thread where Isabelle may help answer your question, but let me know if you have any follow up questions!

thread Is there a way to move one appointment calendar to another location. We are closing 1 of the 2 in Archived Discussions (Read Only)

How do I transfer all appointments and client info from another appointment app?

Re: Transferring from another app

Is there a way to move one appointment calendar to another location. We are closing 1 of the 2

Re: Is there a way to move one appointment calendar to another location. We are closing 1 of the 2