The import wizard scans your files, matches columns to Clinic Membership fields, and lets you review before anything is saved. You can upload several files in one go (for example patients plus past appointments).
Start a guided import
- Go to Settings → Data.
- Scroll to Import your data.
- Click Step-by-step import.
- Upload your CSV export(s) from your old system.
- Review the scan summary — fix any blocking warnings.
- Match services or products if prompted, then confirm each file.
- Click Import when the review screen shows everything ready.
Tip
Export patients first, then bookings and notes in separate files if your old system allows — the wizard imports them in a sensible order.
What happens next
Onboard from another system
Full onboarding paths — send files to us or import yourself.
Onboard from paper notes
Coming from paper notes? Build a simple CSV and choose the best route.
Set up your bookable services
Make sure services exist before importing bookings that reference treatments.
Send appointment reminders
Turn on reminders once imported patients have future appointments.