Free on every plan
Switch from your current system
Bring your data across free, with our step-by-step importer. Do it yourself, in an afternoon, with nothing to wait for.
- 1
Export
Download your patients, appointments and notes from your current system as CSV or Excel files.
- 2
Match
Upload each file. Your columns are matched for you; check them and change any that are wrong.
- 3
Check
See exactly what will happen, and which rows have problems, before anything is saved.
- 4
Import
Press Import. Something not right? Undo it in one step and try again.
What moves across
- Patients, with contact details, addresses and GPs
- Past appointments, for history and reports
- Future appointments, so the diary is ready
- Clinical notes, as signed notes on each record
- Services, products, stock counts and training records
What stays behind
- Saved cards and Direct Debit mandates (members set up again through your Stripe)
- Past payments (they stay in your old system or your accounts)
A guide for your system
Read more
- Switching from another systemA step-by-step plan for moving patients, appointments and notes across yourself.
- Bringing your data acrossImporting patients, appointments, notes and price lists from another system.
- Going live: your first real bookingsA test booking, your booking link, and switching your old system off.
Say hello to Hally.
Your clinic’s new favourite colleague, opening soon. Get early access and we’ll tell you the moment it’s ready, with 14 days free to try it.