Switching software shouldn't mean starting again.
Moving to a new booking system can feel like a big job. Orbis Salon is designed to make the change easier, with import and setup support for your clients, services, staff, bookings and business configuration where supported.
What can be imported today
The Orbis Salon Import Centre handles CSV imports with guided column mapping. Everything else is covered by assisted or guided setup — honestly labelled below.
Customers / clients
Import names, contact details and notes from a CSV export, with guided mapping of your columns.
Services & treatments
Import service names, prices, durations and categories from a CSV or spreadsheet.
Products
Import retail products and stock lists from CSV files.
Future appointments
Where your current system exports future bookings in a usable format, we help bring them across or recreate them.
Staff & rotas
Team members, working patterns and permissions are set up with you during onboarding.
Website & branding
Logo, colours, business details and website content are set up on Website Included plans, or Orbis is linked to your existing site.
Import capability depends on the data your current provider allows you to export. We review your export files with you before anything moves.
What to prepare before switching
Useful even before you decide — having these ready makes any move faster.
- Export your customers/clients from your current system
- Export services/treatments with prices and durations
- Export future appointments where your system allows
- Gather staff details, working hours and holiday dates
- Keep a copy of your current price list
- Save your logo and branding files
- List the forms/templates you currently use
- Confirm you have access to your domain/website accounts
Before you go live checklist
Your current system keeps running until every box is ticked.
- Services, prices and durations checked in Orbis Salon
- Staff calendars, rotas and permissions set up
- Client records imported and spot-checked
- Website and booking journey tested with a real test booking
- Deposits, reminders and communication settings confirmed
- Old booking links replaced on your website, Google profile and social media
Not sure what your current provider can export?
Every platform exports different data in different formats. Contact us and we'll tell you exactly what export we need from your current provider — and check the relevant switching guide for your platform.
Your customer data is handled carefully
Secure upload
Import files are uploaded over an encrypted (HTTPS) connection into your own account.
Your own tenant
Your business data lives in its own Orbis Salon account, separated from every other business on the platform.
Access control
Only your staff accounts, with the permissions you set, can see your customer data.
Import review
Imports are previewed and spot-checked with you before you go live — nothing is published unchecked.
More detail on our approach is on the security page and in the privacy policy.
Some things may need manual setup
Being honest about this up front is part of a smooth switch. Typical examples:
- Provider-specific custom forms — usually rebuilt quickly with Orbis Salon form templates
- Historical payment records — kept in your old system's exports for reference rather than imported
- Proprietary reports from your previous provider
- Custom automations built inside another platform
- Any data your previous provider does not allow you to export
If something cannot be imported directly, we'll explain the quickest way to recreate or set it up.
Migration questions, answered
What can the Orbis Salon Import Centre import? ▾
What do I need from my current provider? ▾
What happens to data that cannot be imported directly? ▾
How is my imported customer data handled? ▾
Switching from another platform?
Eligible salons switching from another platform may qualify for standard app setup included at no extra setup cost. First 25 approved switchers only. Ends 31st October 2026. Terms apply.
From import to encrypted storage
Once your customer information is imported, applicable sensitive fields are stored using Orbis Salon’s encrypted data architecture.
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Export from old provider
You export supported data from your current system.
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Secure import
Files are uploaded over an encrypted (HTTPS) connection.
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Orbis processing
Records are mapped into your own Orbis Salon account.
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Sensitive fields encrypted
Applicable sensitive fields are stored as encrypted values.
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Normal authorised use
Your team works with records normally through Orbis Salon.
Ready to plan your move?
Tell us what you currently use and we'll confirm what can be imported, what needs setting up, and how long it should take.
Talk to Us About Switching →