Can you import client appointment notes?

[tyty]

I know it's possible to import customers/clients using the template, but is there a way to also import client appointment notes? As a salon owner, we have a lot of notes, formulas, etc. that would need to be imported with our client data since we refer to it frequently. Having to manually copy over appointment notes would be virtually impossible.

Thanks!

[Tom · Accepted solution]

Hey @tyty — welcome to the seller community!

Appreciate you bringing this up. At this time, the ability to import client appointment notes as you've described isn't available but I will be sure to share your post with our Product Liaison team.

For now, the best place to keep track of your client notes is in your Customer Directory. For more details, have a look at our Support Center: Manage Your Customer Directory Online.

We will circle back to this thread with any other updates or workarounds that may be helpful. Please keep in touch as we're always making improvements based on seller feedback, and let us know if you have any other questions.

[techee]

Any update on this? The inability to import 4 years of historical data from our current kprovider is the ONLY reason we have not moved all of our salons to Square Appointments. 

[Helen]

@techee Unfortunately I don't have an update for you on this and there isn't a way to import information from another provider to Square Appointments. Very sorry to hear that this is a deal breaker for you. I've shared your request with the team and if we have any updates we'll come back to this thread to let you know.

[Ndeevee]

Just checking in to see if the Product Laison department has addressed the inability to import customer appointment data from another booking system to Square Appointments. It’s the missing piece in order for me to be a 100% Square business. 

[techee]

Any update on this? The inability to import 4 years of historical data is the ONLY resaon we have not switched all of our salons to Square.

[techee]

No update?

[Chad]

Hello @techee! I went ahead and moved your post to this thread. We're tracking this feature request here. 

There aren't any updates yet, but we will post them here when we have one!

[jetblackbrian]

Hello is this now a feature?

[BernadetteA]

Thanks for reaching out, @jetblackbrian

This is an older post, but I do not believe it is possible to import client notes. Can you clarify a bit more what you are looking for? Are you trying to sync or bring data from a third party service you currently use?