Switching to Swift
If you're switching to Swift from another booking software, welcome! We're honoured you've trusted us with your business.
We know the switch can be scary, so we've done our best to make the process as smooth and straightforward as possible.
A dedicated Onboarding Manager will be assigned to you throughout the entire process, and they'll be able to address any questions or concerns you might have. This Onboarding Manager will be responsible for overseeing your entire transition, including assistance with onboarding tasks and importing or migrating data.
What to Expect
Here's a breakdown of what the transition to Swift entails:
- Start by setting up your Swift account: Your Onboarding Manager will help you setup your account, walking you through the entire process.
- Send us a client list to migrate: After the account setup, export a spreadsheet or .csv file of your client information (names, emails, phone numbers, etc.). The email is a mandatory field, everything else is optional. This information will be passed on to the Support team, who will migrate the data for you over the course of 2-3 business days. Once this data is migrated, each of those clients will have a Swift customer account automatically created! They can then use those emails to login, and make bookings or purchases.
- Begin booking with Swift: Start sharing your Swift booking link, or add it to your website to start receiving bookings!
- Keep both booking systems active for a month: Generally, we suggest running both systems in parallel for a few weeks to ensure you have complete confidence in the switch
Migrating Credit Card Information
If you'd like to migrate credit card data from your previous provider, we'll need to initiate a migration request with Stripe (our exclusive payment processor).
To do this, follow the steps outlined in this doc (opens in a new tab).
Basically, the first step is you'd submit a request for a migration from your current payment processor.
Once that's done, you can submit a payment migration form on Stripe. That officially kicks off the process. After they're finished, Stripe will send you a mapping file which you can share with our support team - and we'll then map those payment methods over to the right customers in Swift!
Migrating Future Bookings, Credits, and Services
Migrating bookings and related credits or services will need to be done manually on your end. However, your Onboarding Manager will show you how to easily create events in the Calendar so the process can be expedited.
Informing Your Clients About The New Booking System
When you feel it's the right time, informing your clients about the shift to your new booking system is important. The timing is up to you, whether it's a week prior to your launch or on the launch day itself.
For any questions regarding the transition to Swift, feel free to get in touch with us at any time.