Switching

Moving to Trimsy from Phorest

For Australian salons that find Phorest pricey for what they actually use, or want their own subdomain and card-processor freedom instead of a closed-loop ecosystem.

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What comes across, and how

You do the import yourself, in this order. Nothing is switched on until you say so.

1

Your client list

Export your clients as a CSV, then upload it. You map the columns yourself — name, phone, email, notes — so a file laid out any way still lands correctly. Nothing is guessed.

2

Your services and prices

Same again: upload the list, map the columns, adjust durations and prices before anything is saved.

3

Your staff

Add the team and their roles. Small enough to do by hand for most businesses, and importable if it is not.

4

Your appointments

Upcoming bookings import too, matched to the clients, services and staff already brought across — which is why those three go first. Past appointments come in as completed history.

  • Nothing is emailed to your clients when a booking imports — no confirmation goes out for an appointment they made weeks ago somewhere else.
  • Imported future bookings DO get the normal reminders. Turn reminders off in your old system on the day you import, or a client gets told twice.
  • A booking that would double-book a staff member is skipped and listed for you, never written. If two systems disagree about a slot, you see it rather than discovering it when both clients arrive.

Be realistic

What does not come across

Worth knowing before you start, rather than after.

  • Past invoices and payment records. They stay in your old system, which you should keep read-only access to for your own records regardless.
  • Photos, files and message history attached to clients in the other platform.
  • Anything your old system will not export. We can only import what you can get out — if their export is thin, that is the ceiling.

A changeover that does not need a closed day

  1. Day 1Import clients, then services, then staff. Set your hours and booking rules. Nothing is live yet — your existing system keeps running exactly as it is.
  2. Day 1Import your upcoming appointments. Anything that clashes is reported rather than written, so you can settle it before it matters.
  3. Day 2Check the imported diary against your old one, and take a test booking end to end: confirmation, reminder, the customer view.
  4. Switch dayTurn reminders off in the old system, then point your booking link at Trimsy. New bookings land here from that moment.
  5. After thatCancel the old subscription once you are satisfied. Export a copy of your records first — you own that data and you should keep it.

Questions

What people ask before they move.

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Is Trimsy cheaper than Phorest?

Almost certainly, though Phorest does not publish prices — its Australian pricing page asks you to request a quote, and quotes reported by salons are well into three figures a month. Trimsy is $24.99 AUD a month with one staff member or $49.99 with three, and $7 for each extra, with the price on the pricing page rather than on a sales call.

Can I migrate from Phorest to Trimsy?

Yes. Phorest exports clients, services, sales history and staff records as CSVs. Trimsy's onboarding wizard imports them — usually in one step. Recurring TreatCard loyalty balances and complex client notes need manual review; we can help during a free onboarding call.

Will I lose PhorestPay if I switch?

Yes — and that's actually the point for many salons. With Trimsy you connect your own Stripe Connect or Square Terminal account and pay your processor's standard rate (often lower than PhorestPay's blended rate). The processing fee saving compounds with subscription savings.

Should I stay with Phorest?

If Phorest TreatCard and the dedicated salon-marketing suite are central to how you run, the migration friction may not be worth it. If you mostly use Phorest for bookings, payments, rosters and basic loyalty — and find the price hard to justify — Trimsy will cover the same ground for a fraction of the cost.

Get started

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14 days, no credit card, and your data comes with you if you leave.

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