Move to Cobbtree from Fresha or another system

You can bring your clients, services, team and appointment history across to Cobbtree.

Import your data

1. 1

   Go to Settings, then Import (under Business setup).
2. 2

   Choose what to bring in: clients, services, team and appointment history.
3. 3

   Check any conflicts before you switch your customers over.

Moving from Fresha

Nothing changes on Fresha until you decide to stop using it, so you can run both side by side while you settle in.

Other systems

After you import

• Imported clients aren't opted in to marketing.
• Check your services, prices and team hours.
• Share your new booking link from Settings → Locations.

Related: Import your clients · Start here: setup checklist