When moving from Shortcuts Salon Software we are able to copy across the following items:

  • Clients

  • Bookings (optional)

  • Products (optional)

To copy this data across we will need to export the information from Shortcuts. We'll guide you through how to export this data in the guide below. If you'd like one of our team to help you do the export please contact our support.

To export your client data:

  • Go to the "Tools" section on the right panel

  • Click on "Marketing"

  • Click "Compute" at the bottom of the screen

  • Click "Save"

  • Leave "Include column headings" checked

  • Give the file a name (the default one is fine)

  • Click "Browse" to select where you would like to save the file

  • Click "Save"

You can view a video demo of this process here:

https://www.shortcuts.net/support/export-client-details/

To export your booking data:

  • Go to the reports section

  • Go to “Employees”

  • Go to "Future appointments” and select a date range that covers all the appointments you’d like transferred

  • Export the data to CSV or Excel

For the products export:

- Go to “Stock” or “Inventory”

- Go to “stock control report” or “inventory control report”

- Export the data to CSV or Excel

Let me know how that goes. If you feel comfortable and would like me to do it for you just let me know and we can arrange access for me to take care of it.

Once you have the exported any of this data just send it through to [email protected] and we’ll get started.

Did this answer your question?