Halloween offer

New subscribers: 50% off first 3 months or 25% off first year, until Oct 31.50% off your first 3 months

See pricing
Direct answer

How do I switch grooming software without losing my clients?

Updated

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 7 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.

What you can export from each grooming tool and what GroomBoard imports
Coming fromWhat to exportGroomBoard import
MoeGoClients and pets as CSVAuto detected, clients and pets in one pass
GingrOwners and animals as CSVDetected automatically
DaySmart PetClients and pets as CSVDetected automatically
GroomsoftClient list as CSVDetected automatically
PetExecOwners and pets as CSVDetected automatically
Square AppointmentsCustomers as CSVGeneric CSV, map the columns on screen
Google CalendarNothing to exportOne way import of upcoming appointments from the Integrations page
A paper appointment bookA photo of each pageRead by AI into a review table, then saved

Appointment history is rarely worth moving. Most groomers import clients and pets, then recreate upcoming appointments as they come in.

How do I switch grooming software, step by step?

Six steps, and most groomers finish in under an hour with the old tool still running as a safety net.

  1. Export clients and pets from your current tool as CSV. Every tool in the table above can do this from its settings or reports area.
  2. Start the GroomBoard trial and import the file. The importer recognises MoeGo, Gingr, DaySmart, Groomsoft, and PetExec exports and maps the columns for you.
  3. Check the counts. The number of clients and pets after import should match the export; duplicates are matched on phone number.
  4. Rebuild your service menu and hours, then test the booking page by booking yourself in.
  5. Point your booking link everywhere clients find it: Google Business Profile, Instagram bio, website, and one text to regulars.
  6. Keep the old subscription for one more week while bookings flow to the new page, then cancel it.

Try GroomBoard free for 7 days

Online booking page, SMS reminders, client and pet profiles, and Stripe payments, all in one place. No credit card required to start.

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.

More answers