How to Migrate From Booksy to Trimsy Without Losing Your Clients

Booksy does the job for a while. Then you hit the commission cap — 10–20% on every booking in some cases — and the limits of their customisation start to sting.

You've heard about moving to something you actually own. But the prospect of switching booking platforms feels messy. What happens to your client history? Your reviews? Your schedule?

It doesn't have to be painful. Here's how to move from Booksy to a platform like Trimsy, keep your client data intact, and avoid the chaos.

Why the Switch Matters for Your Margins

Booksy's commission structure is the main driver. If you're running a salon or barbershop processing $15,000 a month in bookings, 15% commission costs you $27,000 a year.

Trimsy charges a flat $24.99 AUD per month with 0% commission. Same revenue, same client volume — your annual software cost drops to $299.88.

That's not just accounting. That's real money you stop handing over every time someone books.

But the financial case is only half the reason to switch. The other half is ownership. On Booksy, your client list, your reviews, your booking history — they exist in Booksy's system. You're a guest in their platform.

When you own your booking system, you own the relationship with your clients.

Step 1: Export Your Client Data From Booksy

Booksy lets you export your client list. It's not always obvious where, but here's how:

1. Log in to your Booksy account (desktop view works best).
2. Go to Settings → Business Information.
3. Look for Data Export or Manage Data.
4. Export clients as CSV (comma-separated values — basically a spreadsheet).
5. Download the file and open it in Excel or Google Sheets.

Your export will include:

• Client names
• Phone numbers
• Email addresses
• Booking history (sometimes)
• Notes or preferences

Clean up the file before import. Delete duplicate rows. Check that phone numbers are in a consistent format (+61 or 0412 format — Australian systems handle both, but consistency helps). Remove test clients or internal entries.

Don't panic if some fields are empty. Phone numbers matter most for SMS reminders; emails work for email confirmations. You'll fill gaps as clients rebook.

Step 2: Set Up Your New System Before You Switch

Don't go dark. Don't delete Booksy while you're still testing the new platform.

Instead:

1. Create your Trimsy account and configure it with your services, pricing, and staff.
2. Test bookings. Make a dummy appointment. Send yourself a reminder SMS. Check that your calendar syncs with your phone or iPad.
3. Invite your team. Have staff log in and confirm they can see their rostered shifts and client bookings.
4. Run both systems in parallel for 1–2 weeks if you can. This is your safety net.

During this overlap, Booksy still handles incoming bookings. Trimsy sits quietly in the background, synced and ready. If something breaks, your clients are still being looked after on Booksy.

Step 3: Import Your Client Database

Trimsy accepts client imports via CSV.

1. In your Trimsy account, go to Settings → Import Clients.
2. Upload your cleaned Booksy CSV file.
3. Map the columns (name → name, phone → phone, email → email, etc.).
4. Let the system run the import.

Your clients now exist in Trimsy. They won't see anything yet — no emails, no notifications. You've silently brought them into your system.

If you have client preferences or notes from Booksy (e.g., "prefers no small talk," "allergic to lavender shampoo"), paste those into the notes field during or after import. Trimsy keeps them visible at booking time.

Step 4: Move Your Online Booking Link

This is where you prevent the cliff edge.

Your Booksy link lives on your website, Instagram, Google Business Profile. Clients know it. The search engines know it.

Don't delete it overnight. Instead:

1. Update Booksy to display a message: "We've moved. Please book here [new link]." Include a link to your new Trimsy booking page.
2. Update your website to link to Trimsy instead of Booksy.
3. Update your Google Business Profile booking link.
4. Update Instagram and Facebook links in your bio.

Over 2–3 weeks, new bookings naturally migrate to Trimsy. Existing Booksy bookings finish on schedule. Your calendar doesn't skip a beat.

Step 5: Tell Your Team and Your Clients

Your staff needs to know.

Run a quick meeting: "We're moving booking systems. Same process for you — clients book online or call, you see them in your calendar. The new system is faster and doesn't take a cut from our revenue."

Give them 30 minutes to log in and confirm they can see their schedule.

For clients, keep it simple. If they ask, say: "We've switched to our own booking system. Same way to book — easier for us to look after you."

You don't need a big announcement. Clients care that booking still works, that reminders still arrive, that you remember their preferences. They don't care which software you use.

Step 6: Cancel Booksy When You're Ready

Once all your Booksy bookings have been fulfilled (usually 2–4 weeks later), cancel your subscription.

You'll get a refund for unused days — Booksy's billing is prorated.

Check your credit card and bank statements to confirm the charges stop.

The Hidden Benefits of Owning Your Booking System

Beyond the commission savings, you get:

• SMS reminders you control. Send them at 24 hours before, not whatever Booksy thinks is best.
• Your client phone numbers. Ring them for upsells, reactivations, seasonal offers. That list is yours.
• No review dependence. Your Booksy reviews stay on Booksy if you leave. Your client relationships stay with you.
• Flexibility. If you want to change how deposits work, how cancellations are handled, or what the booking page looks like — you can.
• Recurring clients. Services like Trimsy make it easy to rebook clients on a regular cycle (lash infills, hair roots, lawn mowing) without manual work.

Common Hiccups and How to Avoid Them

"Will my Google reviews transfer?"

No. Google reviews live on your Google Business Profile, not your booking software. They stay where they are. Keep both systems updated in Google to avoid confusion.

"What if a client tries to book on Booksy after I've switched?"

If you've left the message up, they'll see it and rebook on Trimsy. If they don't see it and book on Booksy anyway, honour the booking. You still have access to Booksy for a few days after cancellation. Politely ask them to use your new link next time.

"Will it mess up my calendar?"

No, as long as you run both systems in parallel for a week or two. There's no moment where bookings vanish.

"What if I've got hundreds of clients?"

The CSV import handles thousands of rows. Takes 5 minutes to run.

The Actual Cost of Staying On Booksy

Most Australian service businesses don't realise how much commission adds up.

Booksy's commission ranges from 5% (if you're high volume) to 20% (if you're small). Average is around 12–15%.

On $20,000 monthly revenue, that's $2,400–$3,000 per year going to Booksy.

Switch to Trimsy: $299.88 per year.

Difference: $2,100–$2,700 back in your pocket.

That money could go to staff bonuses, marketing, or just breathing room in your business.

Ready to Move?

The migration takes a few hours of setup time and maybe a week of running both systems. No data loss, no client confusion, no dropped bookings.

Start with Step 1 today — export your Booksy client list and store it somewhere safe. Then set up your new system when you're ready.

Your clients will book the same way. You'll just keep more of what they spend.