Switch to Lorenly (import clients & appointments)
Moving from another booking system? Export your data as CSV files and bring it across in Settings → Import data, or let our team do it for you.
What you can import#
- Clients - names, email, phone, birthday, notes and tags. An email address is required for each client.
- Services & prices - name, duration, price and category, as a starting point you can tidy up in Services.
- Past bookings - your appointment history and upcoming appointments, linked to clients by email.
- Gift cards - code, value, remaining balance, expiry and recipient.
Ready-made column matching is included for Acuity Scheduling, Calendly, Fresha, Booksy, Square Appointments, Vagaro, Mindbody, Salonkee and Treatwell. Any other tool works with Other / generic CSV.
Import a file#
- Go to Settings → Import data.
- Pick your Source system and What to import. If you have several locations, choose the one the bookings belong to.
- Choose Choose CSV file and upload the export.
- Check the column mapping: each Lorenly field shows the CSV column it will read. Change any match, or set it to not mapped. Every required field must be mapped.
- Review the preview rows, then choose Import N rows. The summary shows how many rows were imported, updated or skipped, with any issues.
Import clients first, then bookings, so appointments attach to the right people. Amounts are never converted between currencies: they come over exactly as exported.
Prefer we do it for you?#
For unusual export formats, several locations, packages, gift cards or a full client history, choose Request a custom import on the same page and tell us where you are coming from. Our team will get in touch.
When you are done, spot-check a few records in Add & manage clients.