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Fresha migration guide

Move from Fresha with your data in hand.

Export clients yourself, map the CSV in Skedful, then prepare future bookings separately. Here is the scope and the checks before you switch booking links.

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Export from Fresha

Fresha says to open Clients → Clients list → Options and choose CSV. You need the Can download clients permission. Its help page also explains how to export appointments separately from the Appointments list. Check the actual columns before preparing your Skedful files.

Fresha export instructions

Export instructions checked 29 September 2026

Step by step

From Fresha export to verified bookings

  1. Export the client list as CSV

    In Fresha, open Clients → Clients list → Options → CSV. Save the original privately. Export future appointments separately if you plan to rebuild them in Skedful.

  2. Import clients into Skedful

    Open Clients → Import from CSV. Match name, email, phone and notes to the export columns. Review invalid rows and existing matches before you confirm.

  3. Prepare future bookings

    Create active services and staff in Skedful. In a separate CSV, provide each future booking’s original reference, an existing client email, exact service name and start time with timezone offset.

  4. Preview and verify

    Open Schedule → List → Appointments → Import bookings. Enter a source name that you will reuse on retries. Review unmatched clients, services, staff and conflicts. Confirm valid rows, then inspect a sample before changing your booking link.

What the CSV importer reads

Clients

Name (or first and last name), email, phone and notes. A name is required. Invalid email rows are skipped; an unparseable phone is omitted with a warning. Review the proposed column mapping before confirming.

Upcoming bookings

A separate CSV import accepts a unique source booking reference, existing client email, active service name and a future start time with a timezone offset. Staff, end time and internal notes are optional. Add services and staff first; bookings do not create them.

File limits

Client imports accept up to 5,000 rows. Booking imports accept up to 500 rows, 50 columns and 500 KB per file. Split larger files and preview each batch.

What does not come across

History and payments

Past visits, lifetime spend, payment history and stored payment cards are not imported. Keep a private copy of your original export for records.

Services and consent

Services, staff accounts, signed consent forms and marketing consent do not transfer. Set up services and staff yourself; collect fresh consent where your process requires it.

No automatic messages on import

Importing clients or bookings does not itself send a welcome message, booking confirmation or reminder. Later ordinary edits and scheduled workflows may still act on imported bookings.