1
Export client email addresses
Go to Marketing > Client Export > Emails. This downloads a CSV of client email addresses.
2
Export client postal addresses
Go to Marketing > Client Export > Address. This downloads a CSV of client home addresses.
3
Export sales and financial data
Go to Manager > Business > CSV Export > + New Export > set your date range > select format > OK. Note: large date ranges may take up to 1 hour to process.
4
Export services list
Go to Manager > Services > Export all services. This includes service names and price levels.
5
Export future appointments
Go to Reports > Staff Appointments report to view and export upcoming bookings.
6
Send your exports to Bella Booking
Email your exported files to our onboarding team. We will import your clients, validate the data, and help set up your services and team schedules.

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

Individual staff service durations are not included in the services export. Multi-location businesses must export data separately per location. Self-service exports are free, but data exports requested directly from Phorest support may involve a charge.

Official export documentation: Phorest 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 Phorest (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 Phorest subscription first?

We recommend running both systems in parallel for a few days to ensure a smooth transition. Cancel your Phorest 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 Phorest for free.

Start your free trial