Clients
Import contact details and notification preferences. Match the file columns and check whether each client is already on your list. The import sends no account invitations.
Moving to Umovi
Bring your clients and bookings to Umovi
Import clients and bookings from files exported by your current system. Review the data and fix any errors before saving.
What moves
Check your data before importing
Review matches and any data that needs correcting before saving. Clients and bookings are imported separately.
Past and upcoming bookings
Match bookings to services, team members and clients in Umovi. Check the data and calendar rules before saving. Clients receive no notifications about imported bookings.
Services and working hours
Add your services and the people who provide them. Set working hours, service durations and breaks so imported bookings go into the right calendars.
Step by step
How to move data from your current system
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
Check the available files
Together we establish which client and booking data is available and what needs preparation before the move.
02
Set up services and working hours
Add services, team members, opening hours and booking rules in Umovi so imported appointments have the right destination.
03
Review before importing
Review how clients, services and people have been matched. Correct any issues before confirming the import.
04
Open the new calendar
Save the approved data and check the bookings in your calendar. When everything looks right, share the new link with clients.
Worth knowing
What you can import depends on the files you have
Systems export data in different formats. We’ll check what can be imported and what needs separate preparation, including notes, custom fields and settings.
Check the data and match services and team members before importing. Bookings that need corrections are not saved.
Data export
Download a copy of your clients and bookings
An owner or authorized manager can download the client list and filter booking exports by date range and status. Export history stays available in the workspace.