Switch to Bookedin from Setmore

Ready to make the switch from Setmore? A few quick exports and our team will take it from there.

What you'll need

• An active Bookedin account. Don't have one yet? Start your free trial.
• Access to your Setmore account (owner or admin level).
• Your export files ready to send.

Follow these steps

Step 1: Export your client list from Setmore

1. Go to Customers in your Setmore account.
2. Click the ☰ (hamburger menu) icon next to the search field.
3. Select Export Customers from the menu.
4. Setmore will email the CSV file to the account owner's email address. Check your inbox for the file.

Step 2: Export your booking history from Setmore

1. Go to Settings > Account > Basic Reporting.
2. Use the dropdown menus to set a Start Date, End Date, or filter by staff member.
3. Click Generate Report to pull your data.
4. Click Export as .XLS to download the file.

Step 3: Export your services from Setmore

Setmore doesn't have a self-serve export for services. Include your Setmore 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 Setmore

Setmore 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 Setmore 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.