1
Export your patients
Settings → Data Exports → Patients. Exports CSV with contact details, date of birth, referral source, and custom fields. Clinical notes are NOT included in the CSV export.
2
Export your appointments
Settings → Data Exports → Individual Appointments. Set a date range and export. Includes practitioner, service type, date, time, and status.
3
Export your invoices (optional)
Settings → Data Exports → Invoices. Useful for financial records but not required for migration.
4
Note your service types
Settings → Services. Screenshot or list your appointment types, durations, and prices. Cliniko has no dedicated service export, so capture this manually.
5
Email everything to hello@bellabooking.com
Send the CSVs plus your service list from the email on your Cliniko account. We validate, dedupe, and import everything within one business day.

A note on appointment history

We generally recommend not importing old appointment history. Importing past appointments can trigger unintended automated messages (reminders, follow-ups) and cause data inconsistencies. Your clients and services are the essential data for a clean start. If you do want some history carried over, we recommend a tight recent range (e.g. the last 3 months) — our migration team will ensure no notifications are sent accidentally.

Good to know

Clinical notes (SOAP notes, treatment records) cannot be exported in bulk from Cliniko. If you need historical clinical documentation, you may need to export individual patient files. Bella does not import clinical notes as it does not have clinical documentation features — this data stays in Cliniko or your records archive.

Official export documentation: Cliniko help centre

Can't export your data?

No problem — we can work with anything. Screenshots of your service list, a link to your public booking page, a photo of your price board, or even a typed-up list. Send us whatever you have and we will build your account from it.

Need help with the migration?

Our team will handle the data import, set up your services, and walk you through everything — included free with every plan. We accept data in any format — CSV, Excel, screenshots, photos, links, or anything else you can send.

Common questions about switching

Will I lose my client data?

No. Export your client list from Cliniko (we provide step-by-step instructions), then our team will import it into Bella Booking for you. Free data migration is included with every plan.

How long does the switch take?

Most salons are up and running within 1-2 hours. We handle the data import and walk you through setup in a 1-on-1 onboarding session.

Do I need to cancel my Cliniko subscription first?

We recommend running both systems in parallel for a few days to ensure a smooth transition. Cancel your Cliniko subscription once you're confident everything is working.

Is there a contract or lock-in?

No. Bella Booking is month-to-month with no lock-in contracts. You can cancel anytime.

Ready to make the switch?

Start your 14-day free trial — no credit card required. We'll help you migrate from Cliniko for free.

Start free trial