Here’s what we know about moving over from Schedulista to Noterro.
From Schedulista, you can export your Clients to a CSV file for us to import. The Client List can be exported from the “Clients” tab, then select the Gear Icon and select “Export Clients to file.” You will end up with an exported CSV document with all of your Clients. Here is the Exporting Clients from Schedulista guide.
You will need to run the Appointment Report for appointments. Click here to learn how to do that. After you have run the appointment report, you will need to click the Gear Icon in the top right corner and select an option from the list. You can choose if you want to export All Appointments, Past Appointments, Future Appointments, or a custom selection. You can choose All Appointments for appointment data, including future appointments. Here is the Exporting Appointment Report guide from Schedulista as well.
Then book your migration call, and we'll coordinate the best way to switch based on your specific situation. That's it!
Here’s what we know about moving over from Schedulista to Noterro.
From Schedulista, you can export your Clients to a CSV file for us to import. The Client List can be exported from the “Clients” tab, then select the Gear Icon and select “Export Clients to file.” You will end up with an exported CSV document with all of your Clients. Here is the Exporting Clients from Schedulista guide.
You will need to run the Appointment Report for appointments. Click here to learn how to do that. After you have run the appointment report, you will need to click the Gear Icon in the top right corner and select an option from the list. You can choose if you want to export All Appointments, Past Appointments, Future Appointments, or a custom selection. You can choose All Appointments for appointment data, including future appointments. Here is the Exporting Appointment Report guide from Schedulista as well.
Then book your migration call, and we'll coordinate the best way to switch based on your specific situation. That's it!
Here’s what we know about moving over from Schedulista to Noterro.
From Schedulista, you can export your Clients to a CSV file for us to import. The Client List can be exported from the “Clients” tab, then select the Gear Icon and select “Export Clients to file.” You will end up with an exported CSV document with all of your Clients. Here is the Exporting Clients from Schedulista guide.
You will need to run the Appointment Report for appointments. Click here to learn how to do that. After you have run the appointment report, you will need to click the Gear Icon in the top right corner and select an option from the list. You can choose if you want to export All Appointments, Past Appointments, Future Appointments, or a custom selection. You can choose All Appointments for appointment data, including future appointments. Here is the Exporting Appointment Report guide from Schedulista as well.
Then book your migration call, and we'll coordinate the best way to switch based on your specific situation. That's it!
