Pogozo

Alex Forde

All the things you need to know about switching from another platform

Switching to Pogozo 

Information on the Pogozo data transfer process. You might think of it as data import or data upload.

Pogozo data transfer

What can you do before your data is transferred into Pogozo

Before your data transfer

Once your data transfer is complete, what next?

After your data transfer is complete

Go-Live with Pogozo check list

Switching to Pogozo

Switching from Cliniko to Pogozo

Switching from nookal to Pogozo

Switching from MindBody to Pogozo

Switching from another PMS to Pogozo

Switching from other practice management systems

Moving to Pogozo from another system? We've made a DIY version so you can transfer your data on your own.

Transferring your account on your own

Transferring data on your own 

A quick guide to help you transfer your data to the Pogozo templates.

Using Pogozo Data Transfer Templates

Transferring your team from your old system into Pogozo.

Transfer data - Team members

Transferring your clients from your old system into Pogozo

Transfer data - Clients

Transfer data - Client treatment plans

Transferring our billable items from your old system into Pogozo

Transfer data - Billable items

Transferring your Invoices from your old system into Pogozo.

Transfer data - Invoices

Transferring your Invoice Items from your old system into Pogozo.

Transfer data - Invoice items

Transfer data - Appointment types

Transferring your appointments past and future from your old system

Transfer data - Appointments

Transferring appointment notes from your old system into Pogozo

Transfer data - Appointment notes

Pogozo Data Transfer Tables 

Sharing Pogozo with your clients

Introducing your clients to Pogozo after switching from another system

Sharing Pogozo with your clients 

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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