Start with the workflow
Write down what must happen from inquiry to payment before configuring menus, fields, and automations.
SET UP
Set up the tool without losing a workweek.
Step-by-step guidance for moving customer information, creating services, scheduling recurring work, sending invoices, and getting paid.
Move clean information
Remove duplicate customers, standardize service names, and keep a backup before importing anything.
Test before switching
Run one complete example customer and job through the new system before relying on it for live work.
Set permissions carefully
Give each person only the access needed for their job. Confirm who can view customer details, prices, payments, exports, and account settings.
Prepare customer messages
Write confirmations, reminders, cancellation language, invoices, and review requests in plain language before automating delivery.
Create a rollback plan
Keep the old system available until customer records, upcoming appointments, balances, and exports have been checked in the new one.
Read the complete setup guide →