How Do I Migrate My Data From Another Software Program?
No worries, you can take it one step at a time! We recommend planning a one-month transition period. From the moment you get started with Sophia, simply schedule your new appointments in Sophia, while wrapping up your old appointments and their payments in your previous system for a little while longer.
This way you're never at risk: once data has been fully transferred, it's no longer possible to determine which old appointments were already paid.