Define the cutover
Choose the moment when your old booking link stops accepting appointments and the new one takes over. A booking made after your export can otherwise be missed. Keep a short change log between the first export and the final handover. Nominate one person to approve the appointment book before the team begins using it.
Check the calendar, not just the spreadsheet
Review actual dates, time zones, staff, breaks and service durations. Gold Coast and Tweed Heads businesses sit across a state border with seasonal time differences, so confirm the business location and booking time zone instead of relying on a default. Check a booking around a daylight saving transition as well as an ordinary working day.
Plan client communications
Creating bookings may send confirmations. Reminders are a separate concern. Test a small number of bookings with addresses you control and document the communication behaviour of the exact import method. Do not assume the notification settings in a dashboard apply identically to bookings created through an API. Agree a communication plan before importing a large appointment book.
Keep exceptions visible
Write a list of recurring appointments, deposits, packages, group bookings and anything with special timing or staff requirements. Compare these records individually after migration. Keep a secure reference copy of original exports and resolve discrepancies before the old platform is retired.
Practice the first day
Have a team member find a client, reschedule a booking and complete a test checkout using the approved testing approach. Confirm who will handle issues at opening. This rehearsal is often more useful than a long feature tour: it shows whether the working day is ready.
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