Bring your clients across

You have four hundred clients in something else, and the thought of typing them in is the reason switching software gets put off for another year.

So don't. There is no import screen in RewireBox, and that is a decision rather than a gap: we do the move for you. Client lists are the one thing a salon cannot afford to have arrive half-right, and the failure mode of a self-serve importer is a list that looks fine until someone's phone number turns out to belong to someone else.

How the move works

The conversation worth having at step one is how much history comes with them. Names, numbers and email addresses are the easy part; what past visits and spend can come across depends on what your current system will release. It's a much better conversation before the move than after it.

Meanwhile, clients arrive on their own

You don't have to wait for the move to start using the salon. Every ordinary thing you do creates a client if there isn't one:

• Booking somebody. Start typing a name in the booking panel; if they don't exist, create them there and then. A name is enough — email and phone can follow.
• Online booking. Anyone who books through your page becomes a client record. If they've booked before, RewireBox recognises them and links the booking to the client they already are rather than making a second one.
• A walk-in checkout. You can ring a sale up with no client attached at all, and attach one later if it turns into a regular.
• A message. Someone who messages your web chat or replies to a text has a record too, so the conversation and the visit history live in the same place.

After a move, expect a few duplicates

Two records for the same person is normal after any migration — one from the import, one created the first time somebody booked them before the move landed. It isn't a problem to solve up front; it's a thing to fix when you notice it.

Open the duplicate — the one you want gone — press Merge client, and search for the record you want to keep. The history follows into the client you kept, and the duplicate stops turning up in search.