Switching to Swift? Welcome! We're honored to support your business.
Your dedicated Onboarding Specialist will guide you through the entire process, help with onboarding tasks, and handle any data imports or migrations. They’re here for any questions or concerns along the way!
Here's a breakdown of what the transition to Swift entails:
Swift Account Setup: Your Onboarding Manager will help you setup your account, walking you through the entire process.
Send Us a Client List: After the account setup, export a spreadsheet or .CSV file of your client information (first name, last name, email address, phone numbers, etc.). The email address is a mandatory field, everything else is optional. This information will be passed on to the Support team, who will migrate the data for you over the course of 2-3 business days. Once this data is migrated, each of those clients will have a Swift customer account automatically created! They can then use those emails to login and make bookings or purchases.
Begin Booking With Swift: Start sharing your Swift booking link, or add it to your website to start receiving bookings!
Keep Both Booking Systems Active (For a Month): Generally, we suggest running both systems in parallel for a few weeks to ensure you have complete confidence in the switch.
If you'd like to migrate credit card data from your previous provider, you will need to initiate a migration request with Stripe (our exclusive payment processor).
To do this, follow the steps outlined in this article.
Essentially, the first step is to submit a request for a migration from your current payment processor.
Once that's done, you can submit a payment migration form on Stripe. That officially kicks off the process. After they're finished, Stripe will send you a mapping file which you can share with our support team - and we'll then map those payment methods over to the right customers in Swift!
If a PGP Migration Key is required, you can obtain that here.
Migrating bookings, credits or services will need to be done manually on your end. Currently, we do not support importing events and bookings into your Swift Calendar.
However, your Onboarding Manager will show you how to easily create events in the Calendar so the process can be expedited.
When you feel it's the right time, informing your clients about the shift to your new booking system is important. The timing is up to you, whether it's a week prior to your launch or on the launch day itself.
For any questions regarding the transition to Swift, feel free to get in touch with us at any time.
