Switching from Fresha

Take your client list out of Fresha and load it into Petboost from Customers & Pets, or hand the whole move to us.

In Fresha, open Clients, then the Clients list, then Options, and download the list as Excel or CSV. It needs the Can download clients permission. Open the file before you cancel anything and check that the client notes came with it, because the notes are where a groomer on Fresha keeps the dog. Card details never leave Fresha: they are encrypted and cannot be exported, so every client adds a card again.

Petboost keeps no customer without a pet, so that file will not load as it is. To load it yourself, add each client's dog in a column headed Pet, with the breed in brackets after the name and a comma between two dogs, and save the file as CSV.

1. Open Customers & Pets, open the gear menu and select Import Customers & Pets.
2. Select Magic CSV Import.
3. Add the file under CSV Files (1-2 files), then select Magic Validate.
4. Read anything listed under Errors or Skipped, then select Import to Petboost.

An owner still needs a first name and a phone number, or the row is left out and listed under Errors or Skipped. The Import Your Data step of the Launch wizard leads to the same import through Import Customers & Pets, but only before the first client is in, and not during a trial.

On an assisted migration you can skip all of that. We read the client list and each client's notes from your Fresha account where Fresha lets us, and the dog is read out of the notes: the name first, then the breed where the note names one clearly, and Mixed Breed where it does not, which is easier to put right than a wrong guess. A note that names two dogs becomes two pets on one owner, and a note about the client, a deposit rule or a no-show warning, never turns into a dog. A client whose notes name no dog arrives with a placeholder pet for you to rename. The note itself stays on the pet as an internal quick note, and the blade numbers and grooming instructions in it can be lifted into attributes and grooming notes.

Nothing can come across that Fresha never held. A birthday, a weight or a vaccination date only exists if someone typed it into a note, and then it arrives as part of that note. Past appointments stay in Fresha. The 24 hours starts when you give us access, usually at the demo, and the switching page lists what moves and what stays behind.