Migration plan
Switch systems without stopping daily operations.
The biggest objection is not the software. It is the fear of losing members, memberships and schedule. That is why switching to Tidy Book runs like a small project, with clear steps.
Switch board
1. Review of your current setup
Members, memberships, schedule, cancellation rules, capacities.
2. Migration & testing
The core data goes into a controlled setup first.
3. Go-live with 2 months free
Your team starts with time to adapt without pressure.
What changes
We do not just sell a new login. We clean up the operational mess.
Before
- Data spread across an old system and files.
- Members asking again about availability.
- A team that fears the change.
After
- Members, memberships and steady spots are imported with a dry-run check before the final import.
- Imported members automatically receive an email to set their password.
- You run in parallel until you are sure - and then go live.
Next step
Bring us your current setup. We will show you how it migrates.
A short demo. 2 months free.