Practical guide
How do I export my client list if I switch booking platforms?
Most booking platforms let you export clients as a CSV or spreadsheet from their settings or reports, or you can ask support to send it. Export first, keep the old platform until the new one works and move active clients before everyone else. Nexis Business OS keeps each client’s record linked to bookings and WhatsApp; plan any data move separately and test with a few clients. Nexis Business OS combines online booking, a bio site, a client CRM, a WhatsApp team inbox with an AI assistant, an online store, stock and checkout, café menu and orders, online payments and finance. Starter is $49.99 a month and Pro is $149.99 a month, with a 7-day free trial of full Pro and no payment at signup.
7-day free trial of the full Pro plan with 150 free AI tokens. After the trial, choose Starter at $49.99 USD/month (200 AI tokens a month) or Pro at $149.99 (750 AI tokens a month).
Is this the right workflow for you?
Steps differ by platform, so check your current provider’s help pages. Treat exports as personal data: store them securely and follow your local privacy rules.
Follow the setup and decision checklist
- 01Find the export
Look in settings, clients or reports for an export or download option, or ask support.
- 02Check the file
Make sure names, phones, emails, notes and visit history you need are included.
- 03Clean and test
Remove duplicates and test the new tool with a few clients.
- 04Run both briefly
Keep the old tool until you trust the new one.
Test the complete journey
See what your team receives after the customer acts.
Use a sample enquiry or appointment in your workspace. Check the customer record, internal schedule and next task. Verify external messages and CRM transfers in the connected service itself.
A proposed workflow change
An operational example to evaluate in your trial, not a customer case study or a promise of results.
Without a connected process
Fear of losing client history if you switch.
With the Nexis Business OS workflow
A secure export, a tested move and no gap in bookings.
Check before you launch
- Back up the export in two places.
- Check consent and privacy rules.
- Test five clients first.
- Tell clients about the new booking link.
Questions about this workflow
How do I export my client list if I switch booking platforms?
Use the export in your current platform’s settings or reports, or ask support, then clean the file, test a few clients in the new tool and keep the old one running until you trust the new one.
How do I switch without losing my clients?
Export your client list from the old platform first (usually a CSV file), keep the old tool running until the new one works, move active clients first and test a few bookings. Check the old provider’s help pages for how its export works.
Do I need a card to try it?
No. The 7-day free trial of full Pro needs no payment at signup.
Connect the next part of your customer journey.
Continue reading
Try it with one real workflow.
Start with a sample service and appointment. Check the result with your team before switching your day-to-day process.
7 days free. No payment at signup. Subscription required afterward.
Published by NexisDigital · Product information reviewed .