Switch to Bookedin from DaySmart

A few quick exports and you'll have everything our team needs to get you up and running in Bookedin.

What you'll need

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

Follow these steps

Step 1: Export your client list from DaySmart

1. Open DaySmart and go to the Reports tab.
2. Click Customer Reports.
3. Select as many demographic details as needed.
4. Run the report and export it as an Excel file.

Step 2: Export your booking history from DaySmart

1. Go to the Reports tab.
2. Click Appointment Report.
3. Choose the appropriate filters to capture the data you need.
4. Run the report and export it as an Excel file.

Step 3: Export your services from DaySmart

1. Go to the Reports tab.
2. Click Service Reports.
3. Run the report to generate your list of services.
4. Export it as an Excel file.

Note: If you run into trouble exporting your services, include your DaySmart booking page URL in your email to Bookedin instead and our team will pull the information from there.

Step 4: Export your staff members from DaySmart

DaySmart 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 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.