← Switching to Holder
Switching guides

Switching from Fresha to Holder

Fresha's client list is one clean CSV, as long as you have the right permission to download it — card details never leave Fresha, by design, whatever you export.

What comes with you

  • Clients: yes, from the Clients list export.
  • Consent status: no. Fresha holds no marketing consent field. Everyone arrives with none recorded.
  • History: partly, via Client insights.

Export from Fresha

  1. Go to Clients > Clients list > Options and choose CSV
  2. For visit history, go to Reports > Client insights > Options and choose CSV

Watch for: you need the "Can download clients" permission to run either export. Card details never export — that stays with Fresha's payment processing.

Import to Holder

  • Upload the CSV as it downloaded. Date and phone formats are normalised on import
  • Read the column mapping check before anything is written
  • Duplicates are flagged side by side with a merge view

What Holder rebuilds rather than imports

  • Booking pages, session types, availability, packs
  • Under an hour, by hand

What doesn't come with you

  • Marketing consent. Decide who you have permission to email and set it deliberately
  • Card details and payment methods. Never exported, by design
  • Online store, memberships and gift cards. Rebuild deliberately, or honour outstanding ones by hand
  • Zoom. No integration transfers. In Holder you paste your own link on a session, one session at a time

The last step

  • Repoint the booking link: website, bio, email signature, anywhere it appears
  • Take a test booking as a client and check the confirmation lands
  • Keep Fresha live until the last booking made in it has happened

Deep history imports are a paid one-off service, not part of a trial or a plan. If you want one, send us your export before you start a trial: we'll quote you for it, and tell you honestly what will and won't come with you either way.

Try it on your own terms

Every feature, free for 30 days, no card. Import your client list in one sitting and take a real booking the same afternoon.

Start free trial