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Switching from another system? Here’s how it works!

Updated over 2 months ago

Switching from other software? In this article, you’ll read everything about switching to Salonround!


No double costs

No double costs

To make sure everything runs smoothly and you never pay twice, you can let us know until which date your subscription with your old software runs. We will then make sure that your Salonround subscription only starts from that date and that you have free access until then.

This way, you can switch calmly without having to pay twice.


The step-by-step plan

Switching from another system: The step-by-step plan

You can follow this step-by-step plan to switch from another system to Salonround:


📅 Step 1: Choose a date on which you want to fully switch

We recommend first choosing a date on which you want to fully switch, so that in the meantime you can take the steps below, such as transferring your clients.


🔄 Step 2: Transfer clients, products, services, and already scheduled appointments

Part of the free switching service

You can now start transferring your data, so that everything is completely ready on the date you chose in the previous step.

Later in this article, we explain exactly how you can transfer everything.


✅ Step 3: Complete the 'Checklist: Getting fully started with Salonround'

As a third step, we also recommend going through the 'Checklist: Getting fully started with Salonround ✅'.


🚀 Step 4: Fully switch

Have you completed all the steps? Then you are now ready to fully switch!

You can now share your Salonround booking link and Salonround booking widget everywhere. For example, on your website and on your social media.


Transfer everything: How it works

Transfer everything: How it works

1. Transfer client database

Part of the free switching service

We are happy to help you transfer your client database. This is part of the switching service and is completely free.

To transfer your client database, log in to Salonround and follow the steps below:

  1. Download your client list from your old software (usually as a CSV file)

  2. Open the chat at the bottom right of your screen

  3. Send the file in the chat

We will then make sure that your clients are added to your account. Once this has been done, we will send you an email!


2. Transfer products

Part of the free switching service

Through the switching service, you can also transfer your products to Salonround.

To transfer your products, log in to Salonround and follow the steps below:

  1. Download your product list from your old software (usually as a CSV file)

  2. Open the chat at the bottom right of your screen

  3. Send the file in the chat

We will then add all your products to your account and send you an email once this is done.


3. Add your services

Part of the free switching service

You can add your services yourself in the settings under 'Service list'. In this article, we explain how to do this: How to add a service

Would you prefer us to add your services for you? That’s possible too! In that case, send us a document or email with at least the following per service:

  • the name

  • the category

  • the price

  • the VAT rate and

  • the duration

We will then add these services to your account. We will let you know by email once your services have been added!


4. Appointments that are already scheduled: preventing double bookings

To prevent double bookings, it is important that appointments that are already scheduled are also in your Salonround calendar.

To schedule an appointment, go to the calendar. Click 'New appointment' and add the appointment.

Your clients will then automatically receive the confirmation and reminder(s).

Don’t want clients to receive a confirmation and reminder(s) again? Then you can block the times of the appointments that are already scheduled in your Salonround calendar using 'Tasks'.


Checklist: Getting fully started with Salonround

Getting fully started with Salonround? We recommend also going through the 'Checklist: Getting fully started with Salonround ✅'.

In combination with this article about switching and the 8 steps explained in it, you are fully ready to get started with Salonround.


Do you still have questions or need help? Let us know, we’re happy to help!

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