Send your client export. Palm brings in names, contact details, notes, tags, birthdays, and referral sources, and shows you exactly what it couldn't map before anything is written.
Names, contact details, notes, tags, birthdays, referral sources, from a CSV export.
"6 skipped, here's why", before anything is written. A sentence you can agree or disagree with.
Balances and past appointments aren't written straight in; we bring them over with you.
Reviews route to Google, so they're yours, not a directory's.
Saved cards can't be moved by anyone. Clients re-enter at their next visit.
A booking written straight into the calendar never passed your rules, so it could double-book a room. A balance written straight in can't be reconciled. Both are named in the preview, with the reason.
Bring balances in as a starting store credit if you need to.
Future bookings are re-entered through the engine, with you, so they're real.
Imports in one pass.
"5+ years of transactions, SOAP notes and data" is the main reason owners don't switch. The answer isn't a magic button; it's a preview you can read, a limit stated out loud, and a person on the other end.
Keep the old system readable during the switch.
When the calendar looks right.
Any that export a CSV: MassageBook, Vagaro, Square, Acuity, Mindbody, a spreadsheet. Palm looks for the usual columns and names what it couldn't map.
Notes in the export come in as notes. Formatted charts from another system come in as attachments.
We re-enter them through the engine with you so they pass your rules.
Reviews on Google are yours. Reviews inside another vendor's directory stay there; Palm asks your clients to review you on Google going forward.
Finally, a scheduler that runs your calendar the way you would.
Start free for 30 days