Transitioning from Timely to ZenPass? We offer a free data import service to help you bring over your essential business information smoothly. This guide will walk you through exporting your data from Timely, ensuring a seamless transition.

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What You Can Export from Timely

We recommend exporting the following data sets:

• Clients – Names, contact information, and notes
• Appointments – Past and upcoming bookings
• Services – Service names, durations, and pricing
• Products – Product names and details
• Staff Members – Names and roles
  

Once you’ve exported these files, you can send them to the ZenPass team for secure import.

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Step-by-Step Guide to Exporting Data

1. Exporting Clients

1. Log in to your Timely account.
2. Navigate to the Reports section.
3. Under the Customers heading, select Customer List.
4. Click on CSV to download the file to your computer.
   

This will provide you with a list of all your clients, including their contact details.

2. Exporting Appointments

1. In the Reports section, select Appointment Schedule under the Customers heading.
2. Use the filters at the top of the report to select the desired date range, including past and future appointments.
3. Click View Report to generate the data.
4. Click on CSV to download the file to your computer.
   

This will give you a comprehensive list of all appointments within the selected date range.

3. Exporting Services

Timely does not currently offer a direct export option for services. However, you can manually compile a list of your services, including names, durations, and pricing, into a spreadsheet for import into ZenPass.

4. Exporting Products

1. In the Reports section, select Stock Levels.
2. Click on CSV to download the file to your computer.
   

This will provide you with a list of your products and their current stock levels.

5. Exporting Staff Members

Timely does not currently offer a direct export option for staff members. You can manually create a list of your staff members, including their names and roles, in a spreadsheet for import into ZenPass.

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Sending Your Data to ZenPass

Once you’ve gathered all the necessary files:

• Email them to contact@zen-pass.com.
• Use the subject line: “Data Transfer – [Your Business Name]”.
• Our team will confirm receipt and begin the import process.
  

Data imports are typically completed within 3–5 business days.

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Need Assistance?

If you encounter any issues during the export process or have questions about the data transfer:

• Contact us at contact@zen-pass.com.
• Use the live chat feature on our website for immediate support.
  

We’re here to ensure your transition to ZenPass is as smooth as possible.