Switching from Booksy

Export your clients and appointments from Booksy and import the files unchanged. Tuppence recognises Booksy’s columns and previews every row before importing.

1. Exportclients, appointments
2. Add servicesand staff
3. Import clientsdry run, then Import
4. Import bookingsclashes named first

How sure we are of Booksy’s files

We haven’t checked a live Booksy export: appointment columns come from an independent reader of real reports, client columns from what Booksy stores. If a column differs, the import still works (see If Booksy changes its export).

Booksy’s words, and ours

In Booksy	In Tuppence	Comes over?
Client	Client	Yes
Appointment	Booking	Upcoming only
Service	Service	No, add first
Staffer	Staff member	No, add first with hours
Add-on	Service add-on	No, add to bookings by hand
Packages, gift cards, memberships	Session packages, gift vouchers, memberships	No, set up again

What Booksy exports

File	Contents	Import as
Client list (CSV)	Name, phone, email, birthday, address, notes, tags, marketing agreement	Clients
Appointments list (Excel report)	Booking ID, date and time, client name, service, staffer, money taken, status	Upcoming bookings

Booksy doesn’t export services. Add them first under Bookings › Services (or import a spreadsheet), using Booksy’s service and staff names so appointments match.

Export from Booksy

1. Clients: in Booksy Biz on a computer, go to Clients › More options › Export. Import every file Booksy sends (it may send two). If phones or emails are missing, ask Booksy support for a full export.
2. Appointments: go to Reports › Appointments › Appointments List, set dates from today onwards and select Download. Save the Excel file as CSV (in Excel, Numbers or Google Sheets), leaving the report’s header lines in place (the import recognises them).

Import into Tuppence

1. Go to Imports › Clients and choose the client list. You see Read as a Booksy client export, the column feeding each field (and why any are left out), and a dry run: new clients, existing ones (same email or phone), and unreadable rows.
2. Select Import. You can undo it for 24 hours.
3. Go to Imports › Upcoming bookings and choose the appointments list. Calendar clashes are named before anything is created. Bookings import as confirmed and nobody is messaged: Booksy already told your clients, so their first message from you is the reminder.

With the API, upload the file unchanged to POST /v1/imports; source and format show how it was read:

import os
from tuppence import Tuppence

tuppence = Tuppence(os.environ["TUPPENCE_SECRET_KEY"])

export = """First Name,Last Name,Cell Phone,Email,Birthday,Gender,Street,City,Zip Code,Client Notes,Tags,Marketing Agreement,Date Added
Nadia,Fenwick,+44 7700 900401,nadia.fenwick@example.com,14/02/1990,Female,5 Chapel Street,Leeds,LS6 2AA,Prefers the quiet table,Regular,Yes,03/05/2024
Owen,Castell,+44 7700 900402,owen.castell@example.com,,Male,,,,,,No,17/11/2024
"""
upload = tuppence.request("POST", "/v1/imports", body={"kind": "clients", "file": export})
print(upload["source"], "·", upload["format"]["name"])  # booksy · Booksy client export
print([r["column"] for r in upload["refused"]])  # ['Gender', 'Marketing Agreement', 'Date Added']
print(upload["dry_run"]["created"], "clients to import")  # 2 clients to import

What comes over

Booksy’s column	In Tuppence
First Name, Last Name	Name
Cell Phone	Phone, in E.164 (+44…, +1…)
Email	Email (matches existing clients before phone)
Street, City, Zip Code	Address
Birthday	Date of birth
Client Notes	Notes
Tags	Tags
Date and time, Client	Booking, for the client matched by name
Service, Staffer	Service and staff member, matched by name
Status	Cancelled and no-show appointments skipped

What doesn’t come over

• Marketing agreement: consent doesn’t transfer. Ask clients again before sending anything but booking messages.
• Cards and money: cards, Service value, Add-ons value, Revenue net, Discount, Tax, Tip amount and Total revenue stay with Booksy. Bookings use the service’s price here.
• Add-ons: add them to bookings by hand.
• Packages, gift cards, memberships: set them up again.
• Gender, date added, Main category, Service length (bookings use the service’s length here) and Booksy’s booking IDs.
• Past appointments.

If Booksy changes its export

A file is recognised when most of Booksy’s columns are present. Missing or renamed columns are matched by header or content (a column of email addresses becomes the email) and flagged. Fix any wrong match, then select Check with these columns. In the API, format.missing lists each with its field and the column matched instead. An unrecognisable file is read as a plain spreadsheet; send source: "booksy" to force the Booksy format.