What this guide covers
Everything worth having ready before you switch to Bloomber, in one place.
Before you start
- Know which platform you're coming from — it changes what you can bring with you automatically.
Migration risks
- Switching before you're ready creates a gap where clients can't book anywhere reliably. Work through this checklist first.
Migration timeline
Work through this checklist before your switch week — most of it can be done ahead of time, without affecting your current bookings on your old platform.
Steps
Phase 1: Prepare
- Your client list. If you're on Booksy, hold off — Bloomber's team may be able to import this for you. Otherwise, export what you can from your current platform for your own reference; you'll add clients to Bloomber as they book, or manually if you want them there on day one.
- Your service list and pricing. Have your exact service names, durations, and prices ready — this needs to be set up in Bloomber regardless of your previous platform.
- Your team. Know who you're inviting and their email addresses.
- Your booking policies. Decide your cancellation window, deposit requirements, and no-show policy before you configure them in Bloomber.
- Your Stripe setup. Know whether you're reusing an existing Stripe account or setting up a new one.
Phase 2: Migrate
Set each of the above up in Bloomber directly. See Set up your business profile, hours, and services, Invite providers and set up your team on Bloomber, Connect Stripe and enable business payments, and Configure your booking flow, services, and availability rules.
Phase 3: Verify
Work through Verify your migration: post-switch checks before you announce your switch to clients.
Phase 4: Stabilize
See Stabilize after migration: first 30 days.
What success looks like
- Your team, services, policies, and payments are all set up in Bloomber before you go live.
- You know exactly what, if anything, transfers automatically from your old platform.
Common problems
- I'm missing information from my old platform — Check that platform's own export or reporting tools first — most keep some form of client or transaction history you can download for your own records.
- I'm not sure I'm actually ready to switch — If you haven't completed the items above, hold off going live until you have — a half-configured business confuses clients more than a short delay does.