Moving from Square Appointments
What stops a business leaving is never the software. It's a customer directory built up over years and a calendar full of people who already booked. We move both for you, by hand, before you tell anyone anything.
Start free trialWhat actually needs moving
- Your client list, with emails, phone numbers and the notes you keep on people
- Upcoming appointments, as confirmed bookings
- Past visit history, so you can see who has stopped coming
- Your services, durations and prices, set up with you
- Each team member as a provider, with their own hours and services
- Your business hours and days off
Getting your customer directory out of Square
Square's Support Center, as reviewed November 2, 2026, says to sign in to Square Dashboard and go to Customers, then Customer directory, then Directory. Click Import / Export, then Export customers, choose All Customers or specific groups, and download the CSV file when it's ready. Send us that file as it comes out.
Upcoming appointments and past visits are a separate step. Export whatever appointment history your dashboard offers, and if it won't give you everything, ask Square support for a complete export of your data, listing the fields you need: date, time, client, service, team member and status.
When Square may still suit you better
Square's appointments page lists point-of-sale, team scheduling and pay, and multi-location scheduling within the same Square account. If your front counter runs on Square POS for retail sales as well as appointments, and you want both in one system, that's a fair reason to stay.
Frequently asked
Do my upcoming Square appointments come across?
Yes, as confirmed bookings, so your calendar looks the same on day one. They deliberately don't send a confirmation email, because those clients booked weeks ago and don't need telling twice.
Can you bring my team and services across?
We set them up with you rather than importing them, because booking platforms don't export a team roster or a service menu in a form another can read. Each team member gets their own working days, hours and the services they perform. That's usually an hour of back and forth, once.
How long does it take?
The import is minutes. The whole change, including agreeing what your clients are told, is usually a couple of days. Keep Square running until you're comfortable.
Will my clients need a BookAndGo account?
No. Your clients never sign in to BookAndGo. They book from your page and manage their booking from a link in their confirmation.