Switching to DaySync: a practical migration checklist
By the DaySync team. Drafted with Lissa, our AI writing assistant.
A successful move keeps existing appointments accurate and gives clients a working booking link. Before you cancel your current software, check what can be exported, what needs to be entered again and which features your business depends on.
Before canceling your current system, confirm feature fit, inspect your export, check future appointments and test the new booking link. Keep the old records accessible until those checks pass.
Check whether DaySync fits your workflow
DaySync provides a calendar, client records and a public booking page. Free covers up to 2 people, including the owner. Pro is $12 per month or $120 per year for up to 5 people, and Business is $25 per month or $250 per year with no limit on people, without per-seat fees. Pro and Business start with 14 days free; starting a trial needs a payment method.
Check these differences before planning the move:
- Client discovery: DaySync has no consumer marketplace. Consider how many new clients your current platform brings you.
- Payment collection: booking deposits are coming soon; for now, payments go through your existing method.
- Client reminders: clients get confirmations by email or WhatsApp, with reminders scheduled for 24 hours and 2 hours before the visit by default, for online bookings and for appointments you add in the app. Last-minute bookings may miss an earlier reminder. SMS reminders are unavailable.
Compare the current features with the parts of your workflow you use every day.
Check your export options before sending data
Review your current provider's export tools and terms. A client list may not include appointment history, photos, notes or future visits. Open the export and check what it actually contains.
Ask DaySync support which migration options are available for your current system and file format before sending client records. Describe the file format and fields first; do not send a full client database in the initial email. Do not assume that every field can be imported automatically.
Keep a protected copy of the records you need and are entitled to retain. Restrict access to anyone helping with the move.
| Data type | Source count | Destination count | Fields retained | Fields not transferred | Check completed by |
|---|---|---|---|---|---|
| Clients | [ ] | [ ] | [ ] | [ ] | [ ] |
| Future appointments | [ ] | [ ] | [ ] | [ ] | [ ] |
| Notes | [ ] | [ ] | [ ] | [ ] | [ ] |
| Photos | [ ] | [ ] | [ ] | [ ] | [ ] |
Rebuild and check the service menu
Add service names, prices and durations, then set working hours and booking rules. On Free, the public booking page displays up to five services. Check your most common services first.
If you have a team, review each person's hours, services and access. Test a booking before publishing the new link. Clients need their first and last name, email address and phone number to complete the contact details.
Plan the changeover for existing appointments
Choose a changeover date and keep one clearly identified calendar as the source of truth. Compare each future appointment in both systems: date, displayed time, service, duration, team member and status. Reconcile missing or duplicate entries before opening the new booking link. The DaySync booking page doesn't offer times already taken by appointments in your calendar, so clients can't book over the appointments you transfer.
Avoid leaving two independent booking pages open for the same availability. If you keep the old system temporarily to view existing records, disable new bookings there or keep availability synchronized manually.
Check that each client has an email address or a phone number on their record, so DaySync can send the confirmation and reminders for appointments you enter yourself.
The changeover, in order:
- Confirm fit
- Inspect export
- Transfer and reconcile
- Test booking
- Publish link
- Close old workflow
Share the new link, then close the old workflow
Update your website, social profiles, business listings and QR codes. Ask a returning client to test the link and tell you if anything is unclear.
Before canceling the old subscription, verify the upcoming calendar and the records you need. Check its cancellation and data-access terms so you know when access ends. The move is complete when your records are checked and clients can book the right time without using the old page.
