Direct answer

How do I switch grooming software without losing my clients?

Switching grooming software is more straightforward than most groomers expect: export your client and pet list from your current tool, import the CSV into the new one, rebuild your services and hours, then point your booking link and social profiles at the new page. Active appointments are usually easiest to recreate as they come in rather than backfilling history. With GroomBoard, the import-and-setup path takes most groomers well under an hour.

The fear with switching is losing data or confusing clients, but a grooming migration has only a few moving parts. The essential data is your client and pet records, which nearly every tool can export to CSV. Appointment history is nice to keep but rarely necessary to move — most groomers let history age out on the old tool and start fresh bookings on the new one.

A clean switch looks like this: export clients and pets to CSV, import them into GroomBoard, recreate your service menu and business hours, test your booking page, then update your booking link everywhere clients find it — Google Business Profile, Instagram bio, website, and a one-time text or email to regulars. The old tool can stay active for a week as a safety net while bookings flow to the new page.

Because GroomBoard is self-serve, there is no onboarding call gating the move, and the 14-day free trial means you can build and test the new setup in parallel before you cancel the old subscription. See the migration guide and competitor switch breakdowns below.

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Related questions

Will I lose my client list when I switch?
No. Export your clients and pets to CSV from your current tool and import them into GroomBoard. Your records carry over without retyping.
Do I need to move my old appointment history?
Usually not. Most groomers recreate active and upcoming appointments as they come in and let historical bookings age out on the old platform. Pet profiles keep the important notes.
How long does switching take?
For most solo and small-salon groomers, importing data and setting up services and hours takes under an hour. You can run the trial alongside your current tool first.

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