Moving to Umovi
First, check which data you can download from your current system. Then set up your Umovi calendar and move your clients and bookings. Share the new link when everything is ready.
An import does not send account invitations or booking notifications to clients.
What moves
See what will be moved, what is already in Umovi and which details need correcting. Import clients and bookings separately.
Upload contact details and notification settings. Check whether a client is already on your list before adding or changing their details.
Match appointments to services, team members and clients already prepared in Umovi. Every appointment is checked against calendar rules before it is created.
Before importing, add services and the people who provide them. You can then assign bookings to the right calendars.
Step by step
What you can move depends on what you can export. Check your files and settings first, then choose the day to switch to Umovi.
01
Together we establish which client and booking data is available and what needs preparation before the move.
02
Add services, team members, opening hours and booking rules in Umovi so imported appointments have the right destination.
03
Review how clients, services and people have been matched. Correct any issues before confirming the import.
04
Save the approved data and check the bookings in your calendar. When everything looks right, share the new link with clients.
Worth knowing
Systems store information differently. We’ll check the available files and establish what can be imported and what needs separate preparation.
Incomplete data may need preparation before the move.
Services and staff must be matched to records already set up in Umovi.
Bookings that break calendar rules stay blocked until the issue is resolved.
Notes, custom fields and system-specific settings may not have a direct equivalent.
Data export
An owner or manager with the right permissions can download clients and bookings to a file, for an archive or a move to another system.