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Migration & setup

A fresh start.
A considered move.

Your business is already running. Start with a clear plan for the records, bookings, and relationships that need to come with you.

Talk through your move ↗
Tempo Collective Clients Overview September 2026
Everything behind the booking

A relationship, not a record.

This week
Client directory Know the person.

The history. The next visit. The details.

Name Next visit
AB
Avery Brooks Returning client
Tue · 11:00
JE
Jordan Ellis Returning client
Wed · 10:00
ML
Morgan Lane Returning client
Thu · 09:00
CR
Camille Reed Returning client
Fri · 12:00
Client profile
Returning client Avery Brooks Tuesday, September 15 · 11:00
Next visit
Tuesday · 11:00
Intake
Completed
Provider
Sofia Martin
Avery Brooks The details stay with the work
Illustrative workspace · Fictional data

Know what moves.
And how.

  1. 01 Review your setup
  2. 02 Map the data
  3. 03 Configure Slotted
  4. 04 Test the journey
  5. 05 Switch your links

Migration is a scoped setup process. Slotted does not offer a universal automatic importer for every provider or data type.

Manual setup with guidance

Services, staff & resources

Recreate your offers, prices, people, and spaces in Slotted. We can help map them to the right configuration.

Review your export with us

Customer records

Share the structure of your export first. We’ll confirm what can be brought across and what needs manual entry before you move any records.

Planned transition

Schedules & upcoming bookings

Keep your existing schedule as the reference while you configure availability and review upcoming appointments. Calendar sync is not a full booking migration.

Supported opening-balance workflow

Memberships & balances

For enabled membership workspaces, review member records and opening balances with us. Existing processor subscriptions require separate review.

Connect Stripe; review separately

Payments & saved cards

Connect your business’s Stripe account. Do not assume saved payment methods, consent, or recurring subscriptions transfer automatically.

Manual switchover

Booking links & website

Test your customer journey, then replace old booking links and update your website. Keep a record of the transition date.

Start with your business.

Tell us what you use today and what needs to work on day one.

Start Free Talk to us

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