Prepare Fresha client and report exports

Confirm the exporting user has permission to download clients and access the required reporting areas before planning the cutover. If they do not, an owner or administrator must export and share the required reports; a client-only migration can continue only when the other datasets are deliberately excluded.

Export the Fresha client list from Clients using CSV or Excel. If locations are being migrated separately, use the relevant location filter and record it with the file.

Export each required Fresha report individually. Fresha supports PDF, CSV, and XLSX for many reports; use CSV or XLSX for Schedmo and do not upload PDF reports.

Before downloading each report, record its name, selected fields, customisation, exact locations, date range, source timezone, currency, and export time. Enter the exact location name and export preparation date in Schedmo. A report filtered to the wrong scope cannot be detected from its filename alone.

Select Fresha in the Schedmo wizard and declare every planned dataset. Upload the original CSV/XLS/XLSX, then choose the correct worksheet if the workbook contains multiple sheets.

Import clients before appointments, notes, sold packages, and sales. Map email and phone wherever available; conflicting identities are deliberately blocked for review. Prepare services, team members, rosters, packages, and memberships as normalized files or request migration support when Fresha does not provide the required export.

For appointments, export the complete agreed history and include status, client identity, service, practitioner, start, and end values. Import services and team members first.

For reports containing money, confirm the source currency and map sale date, total, tax, paid amount, payment method, and status explicitly. Zero values should be supplied as mapped data or constants, not inferred.

Do not treat refunds or adjustments as positive sales. Route discounts, tips, gift cards, memberships, split payments, deposits, credits, and processor-specific events through migration support when lossless handling is required.

Fresha client card information cannot be exported or transferred. Reconnect the clinic-owned Stripe account and ask customers to authorise payment credentials again when needed.

Reconcile counts and totals against the exact Fresha filters used, run a final delta after the freeze window, then approve the Schedmo migration.