Migrating bookings from your old calendar to Bookem

You can manually migrate bookings from an external platform or calendar like Outlook, or another practice management system, to Bookem. However, there are several ways to make the process easier and more efficient.

Here's how

Follow these three steps:

1. Import your client list first

If you have a spreadsheet or Excel file with client details like names, phone numbers, and email addresses, you can import them into Bookem. This allows you to easily find and book clients without re-entering their information.

Learn more here

2. Sync your external calendar with Bookem

By syncing your Google or other external calendar, Bookem will automatically block out those existing appointments. These appear as greyed-out slots in your Bookem calendar, helping you avoid double bookings.

Learn more here

3. Manually recreate bookings in Bookem

For each blocked slot (from your external calendar), simply create a new booking in Bookem at the same time. Click just to the right of the blocked slot to book a concurrent appointment.

You’ll know you’re done once every blocked slot has a corresponding booking in Bookem.

💡 Pro-tips:

• Pick a clear starting point Choose a future date to start booking in clients, eg. the beginning of next week or next month
• Test your setup Make sure your services and automated notifications are working correctly before going live - If you haven’t already, go through the setup checklist
• Migrate in small batches Start by recreating a few bookings at a time to help you catch and fix any setup issues early
• No imported clients? No problem. Save client details with forms If no clients have been imported, enable automated notifications for first-time Bookem bookings to send intake forms, allowing all new bookings, including existing and new clients, to enter details, accept terms, and complete forms—securely stored in Bookem
• Use a simple booking method When creating bookings manually, simply use the client’s first name and either a mobile number or email address to match or create their profile

If you have any questions about migrating your bookings or need personalised help, feel free to contact the Bookem support team at [email protected].

Learn more

• Synchronise external calendars with Bookem
• How do I import my clients into Bookem?
• How do I send forms automatically?