What moves when you switch booking software

Most of what runs your diary comes across by CSV. A few things stay behind with your old provider. Knowing which is most of the work.

Facts checked 29 September 2026. Prices change; the sources are listed at the end.

What comes across

Bring your clients, services, staff and diary across by CSV.

Clients: names and contact details. Past appointment history is not part of the import.
Services and staff: you review and switch each one on before taking bookings.
Your diary: appointments, with any unmatched rows or overlaps shown for you to check before cutover.

Notes history, held deposits, stored cards and your old booking link don’t move. Each has a simple plan.

Notes history. Export what you need, or keep read access to your old system for reference while you settle in.
Held deposits. They stay with your old provider. Let appointments that already carry a deposit run their course there, or settle them before you close the account.
Stored cards. Clients add a card again the next time a booking asks for one.
Your old booking link. Replace it in your Instagram bio, Google Business Profile, website and any printed QR codes on the day you switch.

Export clients, services, staff and appointments from your current system as CSV.
Create your Preen account, import each file, and review what came across.
Connect Stripe before you take deposits. Card payments go through your own Stripe account; Preen adds nothing on top of Stripe’s rate. Stripe’s fees apply. See stripe.com/au/pricing.
Pick a cutover date. From that day, share your new booking link everywhere the old one lived.
Keep the old account open until its held deposits and remaining bookings are done, then close it.

The switching guide covers the Fresha export specifically, and what Fresha charges sets out its fees with dates and sources.

Preen is not affiliated with Fresha. Fresha® is a trademark of its owner.