Switching from Fresha: a practical migration checklist

Understand what you are replacing

Before moving from Fresha, list the functions your business actually uses. Separate direct booking administration from marketplace discovery, payment handling, customer communication and any other daily work. Replacing the booking link does not automatically replace every source of demand or every operational connection. The migration plan should explain what the new system will handle and where each remaining responsibility will sit after the change.

Inventory appointments and permitted records

Create a dated inventory of future bookings, service names, staff availability and customer information that must remain usable. Check the current export options and applicable permissions rather than assuming that every item can be transferred automatically. Keep a secure reference for historical details the business needs to retain. Ask the destination provider which data it accepts and how duplicates or incomplete records should be handled before preparing an import.

Rebuild the working schedule first

Set up the most common services, actual appointment durations, staff breaks and location details. Resurv can be evaluated as a destination using its advertised staff allowances and listed customer tools, with the relevant plan and regional quote confirmed. Test a new appointment, a changed time and a returning customer journey. Verify every future appointment against the source record; a calendar that looks full can still contain incorrect staff or timing.

Plan the customer-facing handover

Choose a changeover date and prepare clear instructions for customers who already have appointments. Update the website and social booking links deliberately, and test them from a phone. Keep marketplace discovery decisions separate: leaving a booking platform may affect the way new people find you, depending on your previous setup. Budget for the customer acquisition work you intend to continue instead of treating that demand as guaranteed to transfer.

Reconcile before closing the old account

For a defined period, review bookings received through old touchpoints and resolve discrepancies promptly. Avoid allowing two separate systems to accept the same availability without a verified coordination process. Confirm historical access, payment obligations and cancellation terms before terminating the previous subscription. A successful migration leaves staff able to explain which system is authoritative and customers confident about where and when they are expected.

Give one person responsibility for the appointment reconciliation. Clear ownership is especially valuable when several employees can change schedules and everyone assumes someone else has checked the transfer.