Moving over is easy.
Switching tools sounds like the hard part, but it isn't. Whatever you use now can export a CSV — and a CSV is all Holder needs. Import your client list in one sitting, point your booking link at Holder, and you're running — in an afternoon. If you'd rather not do it alone, you won't: switching help is part of the deal.
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 coming; until then, this page plus a hand from us covers every one of them.)
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. For practices with years of history, we also offer a supported import of session and history data for a one-off fee.