Transitioning to ZenPass 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 ZenPass.

Click here to check instructions from Acuity Help centre

Click here to check how to export Appointments from Acuity

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Exporting Client Information from Acuity

1. Log in to your Acuity account.
2. Navigate to the Clients section.
3. Click on Import/Export, then select Export client list.
4. Choose the group of clients you wish to export (e.g., All clients).
5. 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
  

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Preparing Your Data for ZenPass

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 Zenpass Data Team.
  

For assistance with importing your data into ZenPass, please refer to our guide on How to Request a Data Transfer to ZenPass.