Switching from HB Salon Software?

How to switch from HB Salon Software

Step-by-step guide to export your data and move to Bella Booking. We offer free onboarding on every plan, and free data migration on Starter and Professional.

1. 1

   Check where you are in the 12 month term

   Find your start date before you do anything else. HB's subscription terms set a 12 month minimum, then 30 days notice month to month, and clause 6.3 makes an early exit cost the balance of the remaining licence fees. Knowing the date tells you whether to move now or at the end of the term. Nothing below depends on it, so you can prepare either way.

2. 2

   Ask HB in writing for a copy of your data

   HB publishes no export page and no export format. Their privacy policy says "You own all business data entered into or generated by our software" and that requests to access your information are made in writing to the Privacy Officer. Email support@hbsoftware.com.au from the account owner's address, ask what formats they can provide for clients, appointment history and sales, and ask whether the monitored cloud backup they set up can be handed to you. Do this early, because it is the step with someone else in the loop.

3. 3

   Save the reports that hold your history

   While you still have access, open HB's reports and save what you would miss: your client list with contact details, appointment history, sales by service and by operator, and stock on hand. HB does not document an export format for reports, so print to PDF if that is all it offers. A PDF is harder for us to read than a spreadsheet, but it is far better than nothing.

4. 4

   Write down every balance a client is owed

   The gift voucher registry holds voucher numbers, purchase dates, balances and redemption history. Prepaid packages track sessions a client has paid for and not yet used. Reward points sit on the client card. None of that survives leaving unless you write it down first. Bella has gift cards, prepaid packages and a loyalty programme to recreate all three in, but only from your list.

5. 5

   Capture your service menu, prices and products

   Send us a link to your HB online booking page or your HB Web Studio site and we can read most of the menu straight off it. Add your retail product list with barcodes and cost prices, and tell us which services carry a deposit and how much. We rebuild the catalogue with pricing tiers, variants, add-ons and bundles.

6. 6

   Email everything to hello@bellabooking.com

   Send whatever you have, from the email address on your HB account. We will tell you honestly what we can read and what we cannot before you cancel anything, and we validate, dedupe and import the rest for you. Free on Starter and Professional.