Switching
Moving systems is the scary part. So we do it twice.
You have years of clients and pets, and a calendar you cannot afford to drop. Getting that across intact — and proving it came across, by counting it — is the whole job.
What migration means here
- Twice
- a rehearsal run that writes nothing, then the real one — so nothing arrives untested.
- Your date
- for switching, chosen by you. Until then you keep working in your old system.
- Direct
- questions go to the people who built it while you settle in. We aim to answer the same day.
How it goes
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You walk us through what you have
You share your screen and show us the settings, the daily routine and the reports you actually run. We cannot see inside your current system, so this is you giving us the tour — and it is the step that stops things being missed.
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You export your data, and we tell you exactly what to click
Only you can export from your own account, so we send you the steps for your system and you send us the files: services, clients, pets and appointments.
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We run the migration as a rehearsal
A dry run first, which writes nothing. Then we count: how many clients, pets and appointments would land. Every row that would not import comes back to you in a file naming the row and the reason. If the numbers do not match, it is not ready.
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You test it with your own staff
Your front desk books a real appointment, takes a real payment, sends a real report card. If any of it takes more steps than today, tell us, and we will look at it with you before you go live.
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We run it for real
The import again with your latest export, on a day you choose — usually a quiet one. Rows that already came across are matched rather than copied twice.
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We stay close afterwards
For the first few weeks you can ask the people who built it directly, and we aim to answer the same day.
The things people ask first
What comes across?
Your services; your clients with their names, phone numbers, email and an address; their pets with species, breed, coat, temperament and the other details on file; and your appointments, past and future. We run the import for you from the files you export.
What does not come across?
Invoices, payments, report cards and vaccination records stay in your old system, and so do notes kept on a client's record. Repeating bookings arrive as single appointments, so you set the repeat again for the clients who have one. We will go through this with you before you commit to anything.
Do I keep my texting number?
Not today. Each business gets a new texting number of its own, registered with the phone carriers under your business name, which can take about a week or longer to approve. Bringing your existing number across is on our roadmap.
What happens to my booking link?
Your booking page and website live at an address we host. Using your own domain name is not available yet — it is on our roadmap. If your current link belongs to your old system, plan to share the new address with your clients before it stops working.
Will switching touch my email?
No. Nothing in Bandana changes your domain's settings, so nothing here can touch your mail.
Do I have to stop working while you move it?
No. You keep working in your old system until the day you switch, and the real run uses your latest export so it includes what changed in between.
Everything we do not do yet, including your own number and your own domain, is on our roadmap. It lists plans, not promises.
The detail, step by step
- Bringing your clients across — Moving clients, pets, history and future bookings from another system.
- Your first week — The order to set things up in, so nothing blocks anything else.
Pet people build brighter tomorrows
Tell us what you're on today.
We will be straight with you about what moves cleanly and what needs a decision.
