Migra de agenda de papel a reservas digitales
Plan paso a paso para digitalizar la agenda: importar clientes, replicar horarios, formar al equipo y mantener operativa durante la transición.
Iniciar la guíaMigra de agenda de papel a reservas digitales Esta guía paso a paso cubre todo lo que necesitas, desde los requisitos previos hasta los consejos profesionales, para que puedas completar el proceso en 2 hours o menos. Ver todas las guías paso a paso.
Lo Que Necesitas Antes de Migrar de la agenda de papel al digital
Asegúrate de tener lo siguiente listo:
- Your current appointment book
- A basic client contact list (names and phone numbers at minimum)
Cómo Migrar de la agenda de papel al digital
7 steps · 2 hours
Photograph your current appointment book
Take photos of the next 4-6 weeks of appointments as a backup before making any changes.
Set up your digital scheduling account
Create your SchedulingKit account, add services, set availability, and configure basic settings.
Run both systems in parallel for 2 weeks to build confidence before going fully digital.
Enter existing future appointments
Manually enter all upcoming appointments from your paper book into the digital system. Start with the next 2 weeks.
Import your client contact list
Enter client names, phone numbers, and emails. Even a basic spreadsheet can be imported via CSV.
Train your team
Walk staff through creating, editing, and checking appointments in the new system. Practice common scenarios.
Inform your clients
Tell existing clients about the new online booking option via text, email, or at their next visit. Emphasize the convenience benefits.
Retire the paper book
After 2-4 weeks of parallel operation with no issues, retire the paper book and go fully digital.
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When this isn't for you
This is not for you if you've already implemented the workflow. The walkthrough is for first-time setup. Skip if your team already has a working process.