Switching to Setvos
Switching to Setvos from another booking system or a spreadsheet
Your clients, services and staff come across as files: export them from the system you use now and the import screen reads them, with a preview before anything is written and an undo afterwards. Nothing about your old system needs to be retyped.
Export what you have
From your current system, download your clients, your services and your staff, and the visit history if you want it, as spreadsheet files. Keep them as they are.
Choose where the file comes from
Open Settings → Import and export, pick the kind of record the file holds, and choose its source under “Coming from”: Altegio / YCLIENTS, EasyWeek, Appointer, Fresha, or Excel / Google Sheets for any other table. Each profile knows that export’s column names.
Check the preview
You see how many rows would be new, updated or skipped, and why a row has a problem. A column nobody recognised can be matched by hand, or left out.
Import, and undo if you need to
Press “Import these rows”. The batch appears in the import history, where Undo removes the records it created.
Enter the bookings still ahead
Past visits arrive as history. Upcoming bookings are entered in the diary, where the published rota checks each one, so nothing is booked twice.
Move your booking link
Publish the rota and put your new booking link wherever the old one was — Instagram, Google, your website — and keep the old system until its last booking has passed.
Common questions
- Which systems does the import read?
- Altegio and YCLIENTS exports, EasyWeek, Appointer and Fresha, and any spreadsheet with its columns named however you like.
- What if my file will not go in?
- Press “Send this file to us” on the import screen; we open a case and come back to you.
Read next
Moving from Altegio
Clients, services with prices and visit history — masters matched to your team — with a preview and an undo.
Contacts: your clients and the companies they work for
Keep one card per client with their history, notes, tags and files, find anyone in seconds, and keep the list free of duplicates.
Bookings: your diary, staff rota and online booking page
How the bookings screens fit together, what to set up first, and how a day at the desk runs, from the first booking to the till.
Move your bookings off paper, WhatsApp and three spreadsheets.
Bring your clients, services and past visits in from a spreadsheet or your old system’s export, with a preview before anything is written — and help in chat, in six languages, whenever you want it. Most studios are live the same day.