Arriving and leaving

Marcus Bell brings his business in from Calendly, and later takes all of it out.

Owner's desktop

Import

Calendly, Acuity, Square, Setmore and SimplyBook.me exports are read as each tool gives them.

Download the template

Clients file

Bookings file, with coming bookings

Services sheet

Balances sheet

1. Marcus sees what the import takes: a clients file, a bookings file, a services sheet and a balances sheet.

Owner's desktop

Import · Calendly

calendly-clients.csv · calendly-bookings.csv

Client	Coming booking
Aisha Rahman	Thu 5 Nov, 10:00 AM · Strategy intensive
Dev Kapoor	Thu 5 Nov, 3:00 PM · 30-minute consultation

Import

2. He drops in his Calendly files and previews the rows before importing.

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Imported from Calendly

41 clients and 3 coming bookings imported.

1 row has an error: a booking with no email. Fix the row

3. The import reports what arrived and names the one row that did not.

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Balances

Client	Package	Sessions left	Expires
Elena Ruiz	Five coaching sessions	3	Mon 1 Feb 2027

Gift card code	Balance
the code, as sold	$100

4. Package sessions left and gift-card balances come across, so his clients keep what they paid for.

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Help

Marcus: Can you bring over my Acuity packages?

Support: Yes. Send me the export and I will import it for you.

History

Support imported 12 package balances.

5. Past the template he asks support in chat; a person imports it, and the history says support did it.

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Export

Export the whole business files and history included

Clients and bookings:

From Mon 1 Jun 2026 to Tue 3 Nov 2026 · Status Completed

Export these

6. At any time he exports the whole business, or only clients and bookings by date range and status.

Owner's desktop

Members · Dan Okafor · Independent [team]

Leaving. Goes with Dan into a business of his own: his 18 clients, his 6 coming bookings, his calendar and his own Stripe account.

Stays with the business: Priya Nair's clients; she is an employee.

Move Dan out Keep him

7. An independent member who leaves takes his clients, bookings, calendar and processor with him; an employee's clients stay.

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Close the business

The business becomes read-only. Export stays open.

Everything is deleted on Mon 1 Feb 2027, 90 days after closure.

Close the business Keep it open

8. If he closes the business, the deletion date is shown and his export stays open until then.