We offer a free concierge onboarding service so you don’t have to manually transfer over your schedule and customer list from your previous system. We’ll take care of that for you.
- First, either send us a list of your customers and as much of their information as you can get (such as address, email address, phone number, notes, and etc) in a spreadsheet (.csv or .xls formats are ok).
- Alternatively you can simply give us temporary access to your current solution and we'll move your customers for you.
- Time frame for imports depends on the size of the file but should be 2 to 4 days.
- To get started with importing your customers, employees, and appointments from your previous software to ZenMaid, click the button below. This will redirect you to our Concierege Onboarding form.
- Take note that appointment import is only for paying users. If you'd like to skip trial to upload your appointments, you may tick yes when you've been asked if you want to skip trial and proceed with the import on the form.
Importing your Schedule
- In order for us to move over your schedule from your current software you will need to give us access. We'll do our best to move over as much of your recurring calendar as possible.
Between these two offers, getting started on ZenMaid is literally simpler than any other software on the market. None will provide you this sort of concierge service, even when it's paid for. And yes, this is free for all trial users.
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Updated by Mina on 12/23/2019.