Checklist de Migracion de Sistema de Planificacion
Cambia de herramienta de planificacion sin perder datos, citas ni clientes. Checklist paso a paso para una migracion fluida.
Checklist de Migracion de Sistema de Planificacion Este checklist gratuito cubre 18 elementos en 4 secciones para ayudarte a completar cada paso sin omitir nada. Ver todas las listas de verificación.
Tu Lista de Verificación
18 items across 4 sections
1Pre-Migration Planning0/5
2New System Setup0/5
3Integration & Testing0/4
4Go-Live & Communication0/4
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Consejos para el Éxito
Run both systems in parallel for 1-2 weeks to catch any issues before fully committing.
Export your data before cancelling your old account — most platforms delete data after cancellation.
Update your booking link everywhere: website, social media, Google Business Profile, and email signature.
Schedule the migration during a slow period to minimize disruption.
Preguntas frecuentes
Will I lose my appointment history?
Export all historical data before migrating. Most platforms allow CSV export of past appointments and client records.
How do I tell clients about the switch?
Send a brief email: 'We have upgraded our booking system! Use this new link to schedule: [link]. Your upcoming appointments are unaffected.'
How long should I keep the old system active?
Keep it in read-only mode for 30 days after migration to reference historical data and handle any edge cases.
Listas de verificación
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Everything you need to check before launching online booking — from service setup to payment testing to sharing your link.
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Optimize your team's schedule for maximum utilization, fair distribution, and employee satisfaction.
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