Switch to Bookedin from Acuity

Switching software is less painful than it sounds. This article walks you through exactly what to pull out of Acuity so our team can get you set up in Bookedin.

What you'll need

• An active Bookedin account. Don't have one yet? Start your free trial.
• Access to your Acuity account (owner or admin level).
• Your export files saved in CSV format.

Follow these steps

Step 1: Export your client list from Acuity

1. Log in to your Acuity account.
2. Go to Clients > Import/Export.
3. Click Export Client List.
4. Select as much detail as possible to include in the export.
5. Export in CSV format and save the file to your device.

Step 2: Export your booking history from Acuity

1. Log in to your Acuity account.
2. Go to Reports > Export.
3. Select the date range for the bookings you want to export.
4. Choose whether to include cancelled bookings in the export.
5. Click Export Appointments to download the file in CSV format.

Step 3: Export your services from Acuity

Acuity doesn't have a self-serve export for services. Include your Acuity booking page URL in the email you send to Bookedin (see Step 5) and our team will pull your service information from there.

Step 4: Export your staff members from Acuity

Acuity doesn't have a bulk export for staff members. Instead, include the following information for each team member directly in the email you send to Bookedin (see Step 5):

• Full name
• Email address

Step 5: Send your files to Bookedin

Email your exported files to support@bookedin.com from the email address associated with your Bookedin account. Include your Acuity booking page URL and any staff member details in the body of the email.

Our team will take it from there and follow up within approximately 1–2 business days if they have any questions.

Tip: While you wait, set your calendars to private so no new online bookings come in during the transition. Also disable reminders and follow-up emails to avoid clients receiving duplicates. See Import your data from another provider for step-by-step instructions.

You're all set. Once you hear back from our team confirming the import is complete, you can go live and start taking bookings.