How to switch from Setmore in an afternoon, with undo
The planFor a small business, moving off a booking tool can take an afternoon: export, import, check, test. A long history, many packages or heavy automation will take longer. Import tools from other vendors into Apex are built and tested on demo data only, and done-for-you migration is partial.
Before you start
- Export your client list and save it outside the old account.
- Keep the old account open and paid until the new one has run a full cycle.
- Write down every recurring customer with day, time and price.
- List the integrations you use, such as payments and calendars.
- Pause nothing yet: note which automated reminders go out so you can match them later.
The steps
- Export your client listSetmore lists contact import and export on both plans. [6] Export your contacts from your account settings and keep the file. Save a copy outside the old account, and write down the date you took it.
- LD16Customer export (CSV) at any time(In progress)
- Check the exported fileOpen the file and scan for blank phone numbers, merged names and missing addresses. Note anything tied to services, classes, team profiles and booking page links that a plain client list cannot carry, and plan to re-create it by hand.
- LD15Customer import from CSV/other software(In progress)
- Import into Apex and compareImport the list into Apex, then put the old screen and the new one side by side for ten customers. Import from competitor files is built and tested on demo data only, so expect to fix rows by hand.
- OB02Import from competitor with side-by-side check(Rolling out)
- OB04Import from Jobber / HCP / Workiz / ServiceTitan exports(Rolling out)
- Re-create recurring schedulesList each repeating customer with its day, time and price, then enter it in Apex. Recurring plans are a demo feature, so check the first generated visit against your notes before you trust the pattern.
- RC01Recurring service plans (weekly/monthly)(Rolling out)
- SC10Recurring jobs auto-generated(In progress)
- Test one request end to endSubmit a request from the Apex booking page as a customer would. Confirm it arrives pending, confirm it yourself, and check the visit lands on the right day. A request is not a booking until you confirm it.
- BK11Booking requires owner approval (request mode)(Built)
- BK01Online booking page (hosted)(Built, rolling out)
- Run both for a full cycleKeep the old account live and take real work in Apex for one full cycle, such as a week for daily work or a month for monthly plans. Compare counts at the end and fix every gap you find.
- OB14Switch protection (never lose data, ledger)(Rolling out)
- Cut overMove your website link, social buttons and email signature to the Apex page. Turn off reminders in the old account only after Apex texting is connected and number registration is done.
- BK02Embeddable booking widget for website(Built, rolling out)
- CM01Two-way SMS from business number(In progress)
- Keep the backupStore the first export and a fresh export from Apex somewhere you control. Leave the old account open until you are satisfied nothing is missing.
- AD10Data export on cancel(In progress)
- LD16Customer export (CSV) at any time(In progress)
Apex status for the import and switch tools is shown beside each step. Status as of 2026-10-07.
Undo plan
In progress
To reverse the move, point your links back to the old account, which you kept open, and keep taking requests there. Export your data from Apex at any time. Data export on cancel is partial, and switch protection with a ledger is a demo feature, so do not count on an automatic rollback. Your safety is the untouched old account.
- OB14Switch protection (never lose data, ledger)(Rolling out)
- AD10Data export on cancel(In progress)
Switching questions
Can I export my contacts before I leave?
Setmore lists contact import and export on both Free and Pro. [6] The file format was not verified, so export once, open it, and confirm names, phones and emails are readable.
Will I get a refund if I cancel Pro?
Setmore says Pro can be tried risk free for 30 days with a refund on request, and that cancelling is allowed at any time. [2] After that window, check the vendor's own billing terms.
Why does my team count change the price?
Setmore says billing is per user and each staff calendar counts as a user. [2] Apex plans are tiered by user count too, so compare your real headcount against both price pages.
Sources for Setmore facts
- www.setmore.com/pricing (read 2026-10-07)
- www.setmore.com/pricing (read 2026-10-07)
- www.setmore.com/pricing (read 2026-10-07)
- www.setmore.com/pricing (read 2026-10-07)
- www.setmore.com/pricing (read 2026-10-07)
- www.setmore.com/pricing (read 2026-10-07)
- www.setmore.com/pricing (read 2026-10-07)