Skip to main content

​
Free migration service

The vendor export steps on this page were last reviewed in August 2026. Vendors change their export screens and policies - if a step doesn’t match what you see, skip it and send us whatever you can get; the migration is free either way.
We’ll do it for you - free of charge. Don’t want to deal with exports and spreadsheets? Send us your data in any format - CSV, Excel, a raw export from your current software, even screenshots of your service list - and our team will clean it up and import it for you, usually within one business day.Just reach out via Support in the sidebar or email hello@bellabooking.com to get started.
If you prefer to do it yourself, follow the instructions below for your current software. Export your clients and services, then bring them in with our CSV import tool or email the files to us.

​
What to export

We recommend starting fresh without old appointment history. Importing past appointments can trigger unintended automated messages (reminders, review requests, reminders to rebook, follow-up messages) to your clients and cause data inconsistencies. Your clients and services are the essential data - that is all you need for a clean start.If you do want some recent history carried over, export only a tight range (e.g. the last 3 months) and let our team handle the import. We will ensure no notifications are sent accidentally.
Can’t export from your current software? Don’t worry - we can work with anything. Screenshots of your service list, a link to your public booking page, a photo of your price board, a spreadsheet you typed up yourself, even a voice note listing your services. Send us whatever you have and we will build your account from it.
Not every platform makes all of these easy to export. The instructions below tell you exactly what is available for each.

​
Fresha

Last verified: June 2026
Prefer a visual, screenshot-by-screenshot walkthrough? See Exporting Your Data from Fresha.

​
Clients

  1. Go to Clients > Clients list
  2. Click Options (top right)
  3. Under Export, choose CSV or Excel
You will see an “Export is being processed” message - Fresha emails the file to your account’s email address. Team members need the “Can download clients” permission.

​
Services

  1. Go to Catalog > Service menu
  2. Click Options (top right)
  3. Choose Download CSV (or Download Excel / Download PDF)
This file downloads directly in your browser.

​
Products (optional)

  1. Go to Catalog > Products
  2. Click Options (top right)
  3. Under Export, choose CSV or Excel
As with clients, Fresha emails the file to your account’s email address.

​
Appointments (optional)

  1. Go to Reports and select a report (e.g. Sales Summary)
  2. Click Options > choose CSV or XLSX
  3. Set a tight date range (e.g. last 3 months)
Team members need “Access reporting” permission for report exports.

​
Vagaro

Last verified: April 2026

​
Clients

  1. Go to Reports > Customers > Customers
  2. Click Run Report
  3. Click the Action menu (top right) > Export Excel
Only the business owner can export the client list. This is not available to employees, even with elevated access.

​
Services

  1. Go to Settings > Employees > Employee Profiles
  2. In the employee’s Status column, select Services
  3. Click Download > choose Excel
Services export is per employee - we haven’t found a single bulk export. Repeat for each team member, or ask Vagaro support whether they can provide a combined export.

​
Appointments (optional)

  1. Go to Reports > Appointments > Appointments Summary
  2. Set a tight date range (e.g. last 3 months)
  3. Click Export or use the Action menu > Export Excel

​
Phorest

Last verified: April 2026

​
Clients

As of our last review, Phorest doesn’t offer a single “export all clients” button. You have two options: Option A - Email addresses only (marketing opt-in clients):
  1. Go to Marketing > Client Export
  2. Click Emails (CSV)
Option B - Per-client export:
  1. Go to Clients > search for a client
  2. Click Client actions > Export
  3. Downloads a ZIP with contact details, appointment history, and notes
For a full client list, contact Phorest support or use our free migration service - we can also work from screenshots or whatever partial data you have.

​
Services

  1. Go to Manager > Services > Export all services
For multi-location businesses, this exports services for the currently viewed location only. Repeat for each location.

​
Appointments (optional)

  1. Go to Manager > Business > CSV Export
  2. Click + New Export
  3. Set a tight date range (e.g. last 3 months)
  4. Click OK - processing takes approximately 15 minutes
  5. Return to the CSV Export screen; when status shows “Done”, click the download icon

​
Timely

Last verified: April 2026

​
Clients

  1. Go to Reports
  2. Select Customer List from the report dropdown
  3. Click View Report
  4. Click Download > choose CSV

​
Services

We haven’t found a self-service export for the service menu. You can request a full data export from Timely support (Timely quotes up to 48 hours for this), or simply send us a screenshot of your service list or a link to your Timely booking page - we will re-create your services from that.

​
Full data export (alternative)

Timely offers a complete data export on request:
  1. Submit a help form via the Timely help centre requesting a data export
  2. You will receive an email with a secure download link within 48 hours

​
Appointments (optional)

  1. Go to Reports
  2. Select the Appointment schedule report
  3. Set the date range you want to bring across - for your upcoming diary, today onwards
  4. Click View Report
  5. Download the report - we recommend Excel, and CSV works too
The simplest path is to send the file to our team and we will import it with you. If you are comfortable doing it yourself, open app.bellabooking.com/appointments/import-timely and upload the file exactly as Timely produced it. We recommend the Excel download because it carries Timely’s own booking references, so importing the same report twice flags duplicates instead of double-booking your diary. Import your clients and set up your services first - the appointment import links to them and never creates new ones.

​
Square Appointments

Last verified: April 2026

​
Clients

  1. Sign in to Square Dashboard
  2. Go to Customers > Customer directory > Directory
  3. Click Import/Export > Export customers
  4. Choose All Customers or specific groups
  5. Click Export, then Download (CSV)

​
Services

Square Appointments does not have a native service list export. As a workaround, you can convert your services to items first, then go to the Items section and click Actions > Export Library. Alternatively, send us a screenshot of your service list and we will re-create it for you.

​
Appointments (optional)

  1. In Square Dashboard, go to Appointments
  2. Click Settings > History
  3. Click Export (CSV)

​
Shortcuts

Last verified: April 2026

​
Clients

  1. Go to Tools > Marketing
  2. Select the fields you want to include
  3. Click Compute, then Done
  4. Save the file (exports as a TXT file)
To convert to CSV: open the TXT file in Excel, select Comma as the delimiter in the import wizard, then save as Excel or CSV.

​
Services

We haven’t found a documented export for the service menu. Ask Shortcuts support for your service list, or send us a screenshot of your services screen or a link to your online booking page - we will set up your services from that.

​
Appointments (optional)

Shortcuts reports can be exported as PDF only. There is no documented CSV or Excel export for appointment data. Contact Shortcuts support if you need a data extract.

​
Kitomba

Last verified: April 2026
As of our last review, Kitomba doesn’t offer self-service data export. To get your data, contact Kitomba support directly: Request exports of your client database and service list. If Kitomba won’t help, send us whatever you can get and we’ll work from that. Can’t get your data from Kitomba? Send us whatever you have - a screenshot of your client list, a photo of your price board, a link to your public booking page, or even a typed-up list. We will build your Bella Booking account from it.

​
Mindbody

Last verified: April 2026

​
Clients

  1. Go to Reports (top navigation)
  2. Select Mailing Lists
  3. Change “Clients Opt-In Status” to All Clients
  4. Click Generate
  5. Click the Export to Excel button to download
Exported fields include first name, last name, phone number, and email address. For additional fields, use the Advanced Client Lookup report under Reports.

​
Services

We haven’t found a self-service export for the service menu. Mindbody’s full data export is a paid service, but you don’t need it: send us a screenshot of your services screen or a link to your booking page and we will re-create your services for free.

​
Appointments (optional)

  1. Go to Reports (top navigation)
  2. Select Schedule Report > Schedule at a Glance
  3. Set a tight date range (e.g. last 3 months)
  4. Click Generate, then Export

​
Booker

Last verified: April 2026

​
Clients

  1. Go to Customers > Manage Customers
  2. Click View All Customers
  3. Under Filters, select the data fields you want included
  4. On the left sidebar, click Export to a .CSV file
  5. Click OK and download the file from the Customer Exports section
A confirmation email is sent to the account owner when the export completes.

​
Services

There is no dedicated service menu export in Booker. Contact Booker support for assistance, or send us your service list in any format (even a screenshot) and we will set it up for you.

​
Appointments (optional)

  1. Click Appointments > Find Appointment
  2. Click Customize View and set a tight date range (e.g. last 3 months)
  3. Choose the columns you need
  4. Save the view and export

​
Acuity Scheduling

Last verified: August 2026

​
Clients

  1. Go to Clients
  2. Click Import/export, then Export client list
  3. Use the dropdown to choose which group to export - All clients, or a subgroup based on how recently they booked
  4. The file downloads as a CSV

​
Services

There is no service menu export in Acuity. Send us a link to your Acuity booking page, or a screenshot of your appointment types, and we will rebuild your menu with prices, durations and add-ons for free.

​
Appointments (optional)

  1. From the same Import/export menu, click Export appointments
  2. The CSV includes intake form responses when a form is selected
If you sell packages, subscriptions or gift certificates (Standard plan and above), write down the outstanding balances before you close your account. Bella has packages, memberships and gift cards to recreate them in - but only if you have the list.

​
Ovatu

Last verified: August 2026

​
Clients

  1. Go to Customers > List
  2. Click Export as CSV (bottom right)
This gives you contact details for every client.

​
Services

There is no service menu export. Send us a link to your Ovatu booking mini-site or a screenshot of your services and we will rebuild the menu for you.

​
Sales and balances (optional)

  1. Go to Sales and use the CSV export for your transaction history
  2. Separately, list any unredeemed Passes and gift cards with their remaining balance and expiry - Bella has prepaid packages and gift cards to recreate them in, but only if you take the list before you close the account
Menus differ slightly between Ovatu Next and the older Ovatu Classic. If what you see does not match, send us a screenshot and we will point you to the right place.

​
Cliniko

Last verified: August 2026 (from Cliniko Help - Data exports). Administrator access required.
Switching from Cliniko (or another clinical PMS)? Bella covers scheduling, payments, packages, forms and client records; Medicare claiming stays with your claiming provider. Export your clients, your treatment notes and any forms or invoices, send the lot to us, and we will bring it across free of charge - notes land on each client dated to the appointment and credited to the practitioner who wrote them.

​
Clients

  1. Go to Settings → Data exports
  2. Choose Patients as the data type
  3. Set the date range to Any time → Any time if you want the full list (the date fields filter by when patients were created in Cliniko)
  4. Click Export data, then download the CSV when it is ready

​
Services

Cliniko does not always expose a single “service menu” spreadsheet the way salon software does. Either:
  • Export the closest catalogue/billable-items data available under Settings → Data exports, or
  • Send us a link to your public booking page / a screenshot of your appointment types and we will rebuild the menu

​
Appointments (optional)

We recommend not importing old appointment history (see What to export). If you need a recent slice for reference only, use Cliniko’s appointment/attendees exports with a tight date range and let our team import without triggering notifications.

​
Nookal

Last verified: August 2026. Nookal menus vary by region and role - if steps do not match, use the free migration tip at the top of this page.
Nookal is allied health practice management. Bella covers scheduling, payments, packages, forms and client records; Medicare/HICAPS claiming stays with your claiming provider. Export your clients, your notes and any forms or invoices, send them to us, and we will bring it all across free of charge.

​
Clients

Nookal documents a client-details export (see their help article Exporting a List of Client Details). Typically:
  1. Open Clients (or Setup / reporting tools, depending on your role)
  2. Run the Client Data / client list export for the whole practice - not only a single provider’s patients, unless that is all you need
  3. Download the CSV/Excel file they generate
Account owners may need to approve provider-scoped exports. If you cannot find the export, ask Nookal support for a full client list, then send it to hello@bellabooking.com.

​
Services

There is often no one-click service-menu export. Send us your public booking link, a price list, or screenshots of appointment types and we will rebuild the catalogue.

​
Jane App

Last verified: August 2026 (from Jane App Help - Patient List report). Account Owner or Full Access required.
Jane is built for health and wellness practitioners with clinical workflows. If what you mainly need is booking, payments, packages and forms, Bella covers that - it isn’t a replacement for Jane’s charting or billing.

​
Clients

  1. Go to Reports
  2. Under patient/client reports, open List
  3. Apply any filters you need (or leave unfiltered for everyone)
  4. Click the ⋯ (three dots) on the report → Export to Excel or CSV
  5. Download the file when it is ready

​
Services

Jane does not always provide a simple service-menu CSV. Send us a link to your Jane booking page or a screenshot of your treatments and we will rebuild the menu in Bella.

​
Charts, clinical notes and forms

Send us what you have and we will bring it across. Treatment and SOAP notes land on the right client as timeline notes, dated to the appointment they belong to and credited to the practitioner who wrote them (where that practitioner is still a team member in your Bella account), so the history reads the way it did in Jane. Completed intake and consent forms, invoices and photos come across as files on the client’s record. Export whatever your account gives you (Excel, CSV, PDF, or a folder of documents) and pass it to us. Blank intake, consent and waiver templates come across too: send us the document (a PDF, a Word file, or a photo of the paper version) and we will rebuild it as a Bella form, ready for you to review and activate. See Forms.

​
Halaxy

Last verified: 1 September 2026 (from the Halaxy Help Guide, Australian region). Account owner access required, and data export has to be switched on for your account before you can use it.
Halaxy is clinical practice management: clinical notes, 700+ clinical tools, and automated Medicare, DVA, NDIS and health fund rebates. Bella covers booking, payments, packages, forms and client records; claiming and clinical documentation stay with your clinical system. Export your patients, your fee list and any notes or forms, send us the lot, and we will bring it across free of charge.

​
Turn data export on first

Full practice export stays switched off until Halaxy enables it for your account.
  1. Email community@halaxy.com from the account owner’s address and ask for data export to be enabled
  2. If a team member rather than the account owner needs it, the owner has to make the request on their behalf
Everything below moves faster once this is done, so start here.

​
Clients

Full export (once it is enabled):
  1. Click Settings > General
  2. Under Data Export, click Export your data now
  3. In the pop-up, select the data types you want, and a date range if you need one
  4. Click Export. The status shows Pending while it runs
  5. When the status reads Completed, click the download icon to save your data as a zip
Patient list CSV:
  1. On the sidebar, click Patients > Patient List
  2. Open the Columns panel on the right and switch on every field you want to bring across: name, email, mobile, date of birth, address, tags
  3. Click Export & Print > Export to CSV
The patient list exports only what is on screen, including whichever filters and columns you have applied. Set the list Height to Auto size to export 500 records at a time, and repeat until you have the whole list.
Bella’s client import reads a CSV and maps first name, last name, email, mobile number, date of birth, a private note, tags, and a full postal address. First name is the only required column. Any column Bella has no field for is kept as extra details on the client, never dropped and never mixed into their notes. Rows that clash with an existing client are shown side by side so you can link them as family, merge them, keep both, or skip.

​
Services

Your fee list exports like any Halaxy list: open Finances > Fees, click Export & Print, then Export to CSV. Send us that CSV (or a link to your Halaxy online booking page) and we will rebuild your services with their prices and durations. Take a list of unredeemed packages and voucher balances while you are there. Bella has prepaid packages and gift cards to recreate them in, but only if you have the list before the account closes.

​
Clinical notes and forms

A patient’s full clinical record exports one patient at a time:
  1. Open the patient profile, click the Clinical Notes tab, and open any note
  2. In the top right, click Actions > Print clinical note
  3. For Content, select All patient notes/files, then click Export
  4. Click Actions > Download clinical notes to open your download history
  5. When the file is ready, click the download icon beside it to save the record as a zip
Send us what you have and we will bring it across. Treatment and SOAP notes land on the right client as timeline notes, dated to the appointment they belong to and credited to the practitioner who wrote them (where that practitioner is still a team member in your Bella account). Completed forms, invoices and photos come across as files on the client’s record. Blank intake and consent templates can be rebuilt as Bella forms from a PDF, a Word file, or a photo of the paper version. See Forms.
Bella has no claiming of its own, so Medicare, DVA and NDIS claiming history has nowhere to land. Keep it in your records archive, or in whichever clinical system you run alongside Bella.

​
Appointments (optional)

We recommend not importing old appointment history (see What to export). If you want your upcoming diary carried across, run the practice data export with a tight date range and send us the file. Our team imports it without triggering reminders or confirmations.

​
Client Diary

Last verified: August 2026

​
Clients

Client Diary documents a transaction export but not a client-list export. Contact their support and request a copy of your client records, then send us whatever they provide.

​
Services

Send us a link to your Client Diary booking page or a screenshot of your services and we will rebuild the menu, including your retail products with SKUs and barcodes.

​
Transactions and balances (optional)

  1. Open the Reports menu
  2. Click Export Tools
  3. Choose your date range and press Export - the spreadsheet saves to your Downloads folder
Also list any unredeemed online vouchers, client account balances and reward point totals before you close the account. Bella has gift cards, client credit and a loyalty programme to recreate them in - but only if you have the list.

​
Need help?

No matter which software you are switching from, our team can handle the entire migration for you - free of charge. We can work with CSV exports, Excel files, screenshots, links to your public booking page, photos of your price list, or anything else you can send us. Just email whatever you have to hello@bellabooking.com and we will take care of the rest. If your current software is not listed above, reach out via Support in the sidebar and we will guide you through the process.