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:
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.