Moving over
Off WhatsApp and the spreadsheet, without a lost weekend.
You don't have to stop using either on the first day, and you don't set anything up alone. Here's what you bring, what we do with you, and what stays exactly as it is.
No card. A person sets it up with you. Leave when you like.
The first week
How moving over goes.
[Typical days from the first call to the first booking: collect from the next three setups]
- A 20-minute call.You tell us how you work: what you sell, who does it, where, and what goes wrong now. Bring your price list.
- Bring your customers across.Download your spreadsheet as Excel or CSV, or export the contacts from your phone, and bring the file to the importer, on your own or with us on the call. It shows each of your columns with a few of its real values and guesses where each one goes. You check the match and change anything it got wrong.
- Check every row before anything is saved.You see how many customers are new and how many you already have, and every row with a problem, like a phone number that can't be read. Fix it there or leave it out. Two rows for the same person become one, and someone who might already be here is shown beside them for you to decide.
- Bring your upcoming bookings.One row per booking: the date, the time, the customer, the service and who it's with. Each one is checked against your real schedule. One that clashes is shown with the reason, to move, bring in with nobody on it yet, or leave out.
- We build the rest with you.Your services and prices, your hours, your deposit and cancellation rules, your booking page and your site. You check every price before anyone sees it.
- Your team opens the app.Each person gets a link. There's nothing to install. Their jobs are there, and so is what they've earned.
- You put the link where your customers already are.Your Instagram bio, your WhatsApp profile, your Google listing, the message you send when someone asks "are you free Thursday?".
- You take your first booking.Your 14 free days began the day we handed the account over. Keep the spreadsheet beside it for as long as you like.
What to bring.
None of it needs tidying first. A photo of a price list on the wall is fine.
- Your price list, however you keep it
- Your opening hours, and who works when
- The places you cover, if you travel
- Your logo and a few photos
- Your regulars: a spreadsheet, a Google Sheet, or the contacts on your phone
- Your upcoming bookings, if they're written down anywhere
Saved cards can't move, so customers add one at their next booking. Anything you import can be undone for 30 days.
What you'll see.
Two of the importer's five steps, drawn here on a client sheet of Juniper Row's, a made-up cleaning team in Dubai.
Coming from a booking tool? Fresha, Booksy and Jobber each have a page of their own.
What changes.
Five things you do by hand today, and what replaces each.
- Quoting each customer by message
- The price is on the page, with every line shown
- "Are you free Thursday?", and checking the group chat
- They see the times you can really do, and pick one
- Chasing a deposit, or going without
- The deposit is paid when they book, into your own Stripe account
- A spreadsheet of who is where
- One schedule, on your phone and theirs
- Typing invoices at the end of the week
- The invoice goes out when the job is marked done
What stays the same.
- Your customers can still message you. WhatsApp is for talking, not for booking.
- Cash still works. Record it where the job is.
- Your prices are yours, and so are your rules.
- Your Stripe account and your domain belong to you, whatever happens.
Dainton sets up every new business personally, and replies within one working day. 14 days free, no card, no contract.