Migration Process to Cojilio:
What is the migration process for Cojilio, moving over from another booking system?
Client List Import: Cojilio includes a Client Import feature, so you are able to import your client list from another booking system into Cojilio.
Warning: Importing a client list will create Cojilio customer accounts for them, so we do not recommend importing your entire client list as it may contain outdated phone & email information, resulting in a client account being created with outdated information and the customer will not be able to retrieve their account or reset their password.
Recommended Client Import best practice: We only recommend importing customers that have a future appointment booked with your business, and have all other clients register an account on their own.
Staff & Services: Staff and services cannot be transferred or imported, these must be created in Cojilio.
- Here is a Help Guide: Create a Service in Cojilio
- Here is a Help Guide: Create a Staff (Service Provider) Account in Cojilio
Past/Future Appointments: Since every booking system tracks appointments differently, it is not possible to import future or past appointments. Once you’ve created your services and imported your client list, then adding future appointments in Cojilio is easy.
To help avoid overlapping availability between booking platforms, we recommend setting an end date in your previous platform, and then set a new future date you wish to start accepting appointments in Cojilio. This is great to help avoid any duplicate bookings between accounts.