Transitioning to Fluum is straightforward. To ensure a smooth data migration, you’ll need to export your existing data from Acuity. This guide provides step-by-step instructions to help you export your client and appointment information from Acuity, preparing it for import into Fluum.
Click here to check instructions from Acuity Help centre
Click here to check how to export Appointments from Acuity
Exporting Client Information from Acuity
- Log in to your Acuity account.
- Navigate to the Clients section.
- Click on Import/Export, then select Export client list.
- Choose the group of clients you wish to export (e.g., All clients).
- Click Export clients to download the CSV file.
The exported file will include:
- Client names
- Email addresses
- Phone numbers
- Client notes
- Days since last appointments
Preparing Your Data for Fluum
Once you’ve exported your data:
- Review the CSV files to ensure all necessary information is included.
- If you have multiple files, consolidate them as needed.
- Ensure the data is clean and free of duplicates.
- Send your data to Fluum Data Team.
For assistance with importing your data into Fluum, please send us an email at contact@fluum.ai.
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