Will my clients need to create new accounts?

That depends on the platform you're moving to. Sitz has no client login at all — clients book with just name, email, and phone, so there's no account to recreate on either side of a switch.

What happens to a client's remaining pack credits when I switch?

They only carry over if you import them — most platforms don't do this automatically for you. Export the remaining-credit count per client from your old platform, then import it into the new one before you announce the switch.

How long should I run both booking platforms at once?

One to two weeks is usually enough: long enough to catch any class already booked on the old platform, short enough that you're not paying for two subscriptions any longer than necessary.

Can I keep my old booking link working after I switch?

Only if your old platform supports a redirect after cancellation, which not all do — check before you cancel, since it's often not something you can set up retroactively.

How to switch class-scheduling software without losing your client list

A practical checklist for moving a studio's client list, pack balances, and booking link to new scheduling software — in the order that avoids a gap in bookings.

Updated August 30, 2026 · 7 min read

Key takeaways

Export your client list and pack/membership balances before you cancel anything — most platforms remove access the moment a subscription ends.
Run the old and new booking pages in parallel for one to two weeks rather than cutting over on a single day.
Booking history and past attendance almost never transfer between platforms. Decide up front whether you need it and export it separately if so.
Announce the new booking link everywhere the old one lived — email footer, Instagram bio, website — before you retire the old page, not after.

Switching scheduling software is a data-migration problem wearing a shopping decision's clothes. The comparison chart is the easy part. What actually determines whether the switch goes smoothly is whether your client list, their pack credits, and your booking link survive the move intact.

This is the order that avoids a gap in bookings, based on what actually breaks when studios switch and what doesn't.

What's portable, and what isn't

Data	Usually portable?	Notes
Client names, emails, phones	Yes	Every platform worth using can export this as a CSV. Do it before you cancel — some remove dashboard access the moment a subscription lapses.
Class pack / credit balances	Yes, with work	You need the export to include remaining credits per client, not just a total sold. If your current platform's export is thin, tally it by hand for active packs — it's tedious but it's once.
Active memberships	Sometimes	The subscription itself (the recurring Stripe/payment charge) does not move. Clients re-subscribe on the new platform; what you're preserving is who's covered and since when, so you can grandfather pricing if you choose to.
Booking history / past attendance	Rarely	Most platforms don't export this in a usable form. If you need it for records, export a CSV of past bookings before you switch — don't assume you can pull it later.
Your booking page's URL	No, but you control the redirect	The old link will keep circulating in old emails, old Instagram posts, and clients' bookmarks for months. Point it at the new one for at least 60 days if your current platform allows a redirect; if it doesn't, that's a real cost to weigh.

The migration order that avoids a gap in bookings

Export your client list and current pack/membership balances from your existing platform while you still have full access.
Set up your classes and pricing on the new platform, and import the client list and pack balances before you announce anything.
Book a class yourself on the new platform, end to end, exactly as a client would — this is where import mistakes surface, not in a spreadsheet.
Run both booking pages live in parallel for one to two weeks. Point new bookings to the new page; let existing bookings on the old platform run their course.
Announce the new booking link everywhere the old one lived: email signature, Instagram bio, website, any printed materials.
Once the last old-platform class has happened, cancel the old subscription and redirect its link if you can.

Talking to clients about the switch

Most clients don't care what software you use — they care whether their pack credits still work and whether the link they've bookmarked still books a class. Say both things plainly, once, by email: the new link, and a one-line confirmation that pack/membership balances carried over exactly. Skip the reasons unless someone asks; nobody needs the pricing-comparison story you just went through.

How Sitz approaches this

Client import and pack-balance import are both plain CSV uploads inside the dashboard, not a support ticket: add clients with a name/email/phone CSV from Clients, then import pack balances (remaining credits, purchase date, expiry) per pack type from that pack's own page. Both run in minutes, and there's no setup fee or contract holding you to a decision you haven't tested yet.

Frequently asked questions

Sitz does this part for you

Booking pages, automatic waitlists, and reminder emails from $19/month — class packs and memberships from $29, with no commission on what you sell.

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