If you’re transitioning from Treatwell 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 Treatwell, ensuring a seamless transition.

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What You Can Export from Treatwell

We recommend exporting the following data sets:

• Client Details – Names, contact information, and notes
• Appointments – Past and upcoming bookings
• Services – Service names, durations, and pricing
• Staff Members – Names and roles
• Products – Product names and details
• Financial Records – Sales and transaction data
  

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 Client List

1. Log in to your Treatwell Pro account.
2. Navigate to the Clients section.
3. Click on the Export button to download your client list as a CSV file. Pro Partner Care
   

2. Exporting Appointments

1. Go to the Calendar or Appointments section.
2. Use the available filters to select the desired date range.
3. Click on the Export option to download your appointment data.
   

3. Exporting Services

1. Navigate to the Services section in your Treatwell Pro dashboard.
2. Manually copy the list of services, including names, durations, and prices, into a spreadsheet.
3. Save the file in CSV format.
   

4. Exporting Staff Members

1. Go to the Staff section.
2. Manually compile a list of staff members, including their names and roles, into a spreadsheet.
3. Save the file in CSV format.
   

5. Exporting Products

1. Navigate to the Products section.
2. Manually create a list of products, including names and details, in a spreadsheet.
3. Save the file in CSV format.
   

6. Exporting Financial Records

1. Go to the Reports or Sales section.
2. Select the desired report type (e.g., transaction report, sales proceeds).
3. Click on the Export CSV button to download the financial data.
   

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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.