Migrating from Setmore to Noterro

If you're coming from Setmore, we’ll need you to upload your Patient List with as much detail as possible. Here’s what we know about moving over from Setmore to Noterro.

Exporting your Setmore Patients

Start by going to Customers, then click the hamburger menu next to the search field. Choose Export customers.

Setmore will then email the CSV file of your customers to the account owner’s email address.

You’ll want to check your email for that file shortly after you’ve exported it in Setmore.

Here is the full guide on Exporting Your Customer Contacts.

Exporting your Setmore Appointments

Start off by going to Settings > Account > Basic Reporting.

Next use the dropdown menus to specify a Start Date, End Date, or to filter results by Services, Staff, or Classes. Click Generate Report to pull your data (it may take a few moments to load).

You can optionally use the column headers to sort your data by ascending or descending order.

Lastly, click the Export as .XLS button to download a spreadsheet of your data.

Here is the full guide on Exporting Your Appointments.

Important note: You can book your migration call, and we'll coordinate the best way to make the switch based on your situation.