Moving over is easy.
Whichever system you use currently, you can export from, and we'll guide you through exactly how to do that. From there, loading your data onto Holder is a 30 minute task, and our support team are there to help whenever you need it.
From whatever you use now — that's genuinely all we need.
We line your columns up for you, merge lists from several tools into one clean record, and flag anything that looks like a duplicate before it lands.
And you're away.
The way in is the same from everywhere — export, upload, check, go. Here's what it looks like from each kind of tool. Written guides for the most common moves are below.
Acuity, Calendly, TidyCal, Cal.com, SimplyBook.me — Export your clients (and appointments if offered) as CSV. Your booking pages, packs and availability are rebuilt in Holder in under an hour — you can take a real booking the same afternoon.
Mailchimp, Flodesk, MailerLite, Kit, Brevo, Substack — Export subscribers with their consent status. Holder imports them consent-intact: anyone unsubscribed stays unsubscribed — the suppression list is permanent and checked at every send, so switching never re-emails someone who opted out.
SimplePractice, Jane, Practice Better, Bookwhen — Export clients and notes. Client history lands on the record; your booking link repoints in a minute. (Holder's clinical records layer — locked notes, versioned intake — is live: see For therapists →. For deep history imports from these tools, see switching help below.)
Zoom, Eventbrite, spreadsheets — Your Zoom habit can stay (paste your own link on any session) or retire (Holder's rooms do music properly). Eventbrite events keep running alongside Holder group sessions. And a spreadsheet is already a CSV — that one's the easiest move of all.
Send us your export before you've even started a trial and we'll tell you honestly what will come across and what won't. And if you're interested in also importing your session history so it's all held in one place, we can also support that, for a one-off fee.