Migrating from Square Appointments is straightforward
You don’t need a developer or a spreadsheet expert. Export a CSV from Square Appointments, upload it to Lorenly, check the column mapping, and import. This guide walks you through every step.
Step 1 · Export your data from Square Appointments
- 1In your Square Dashboard, go to Customers → Directory.
- 2Click Export → Export customers to download the CSV.
- 3For your service menu, go to Items & services → Items, then Actions → Export.
- 4For gift cards, open Gift Cards and export the active balances.
Step 2 · Import into Lorenly
- 1Open Lorenly and go to Settings → Import.
- 2Choose Square Appointments as your source system, then pick the data type you’re importing (clients, past bookings, or gift cards).
- 3Upload the CSV file you exported in Step 1.
- 4Lorenly auto-detects the columns. Review the mapping, fix any field that didn’t match using the drop-downs, and check the preview of the first rows.
- 5Click Import. Re-running is safe — clients dedupe on email and past bookings skip duplicates, so you can import in stages.
What comes across
Clients
Names, emails, phones, notes and tags — your whole contact book, deduped by email.
Booking history
Past appointments with service, date and amount, feeding revenue reports and each client’s history.
Gift cards
Outstanding gift-card balances, so nobody loses credit in the move.
Services & prices
Add these in Settings → Services — usually just a handful, and bookable immediately.
Why salons switch to Lorenly
- Honest, flat pricing — no per-booking commission
- Your own branded booking page & emails
- Deposits, packages, memberships and loyalty built in
- EU-hosted, privacy-first — your data stays yours
Frequently asked questions
Will my prices be converted to another currency?
No. Amounts import exactly as they were exported — we never convert currencies. Set the currency your clients see in Settings → Business info; it only changes the symbol, not the numbers.
Can I run the import more than once?
Yes. Imports are idempotent: clients update by email instead of duplicating, and past bookings skip rows that were already imported. You can import in stages or re-run safely.
What if a column isn’t recognised automatically?
Every field has a drop-down in the preview step. If a column wasn’t matched, just pick the right one before importing — and you’ll see a sample of the result first.
Is there a fee to migrate from Square Appointments?
No. Importing your clients, history and gift cards into Lorenly is free. You only pay for your plan once you’re up and running.
How long does it take?
Most salons are fully moved across in one sitting — export a few CSVs, upload, map, import. There’s no spreadsheet wrangling and no developer needed.
Ready to switch from Square Appointments?
Create your free account, then follow this guide — most salons are fully migrated in one sitting.