Here’s what we know about moving over from Booksy (Formerly known as Genbook) to Jane.

Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.

📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.

Exporting your Customers from Booksy

So coming from Booksy, we’ll need you to upload your Customer List export from the “Customers” tab with as much detail as possible.

The export button is at the top right of the page and will produce a .csv document, which is perfect for Jane to import.

You will end up with an exported Excel document with all of your Customers.

Exporting your Booksy Appointments

Unfortunately, Booksy does not currently offer a self-export of appointments from their system.

However, it sounds like Booksy may be able to provide you with a CSV appointments report upon special request, which is just what we need to import your bookings to Jane!

If you are unable to obtain the CSV file, it would mean that transitioning your bookings can be a bit of a manual process.

We recommend that you let us import your full customer/client list first, and then you dedicate a day or a weekend to moving over all your appointments manually before going live with Jane - people often choose to schedule their imports over a weekend so that there is some downtime in which to move the appointments over.

Often people will only move over future appointments just because of the time required.

Booksy Billing Data

We don’t import billing information into Jane due to the complex nature and different ways of storing financial information.

Uploading into Jane

To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us in the Settings > Schedule an Import area.

You can find an overview of this process here: Scheduling Your Import

If you need any further help getting all set up to run with Jane, just let us know!