Plan your move from Zen Planner
Zen Planner currently has a known import path with source-specific validation still required. Booking Bible validates a sample export, the destination data model and the payment-account path before confirming scope, completeness or timing.
How it works
Three phases, each with an explicit validation checkpoint.
Export your data
Download your client list, memberships, and booking history from Zen Planner using our step-by-step guide.
Upload to Booking Bible
Upload the available files, review proposed field mappings, resolve validation warnings and approve each batch.
Go live
Confirm timing after source review, then cut over only after reconciliation, payment-path review and any agreed parallel run are complete.
Step 1 · Export
What it looks like in Zen Planner
Source export access and file shape vary by account. This checklist illustrates the records we ask you to locate before we validate a real sample.
- ClientsExample field
- MembershipsExample field
- VisitsExample field
- StaffExample field
- Pricing optionsExample field
- Promo codesExample field
3 of 6 selected
Export selectedWhat transfers, what doesn't
Honest breakdown — no surprises on cutover day.
Transfers to Booking Bible
- MembersSupported when the field is present in a valid source export; counts and representative records are reconciled before cutover.
- Active membershipsSupported when the field is present in a valid source export; counts and representative records are reconciled before cutover.
- Attendance historySupported when the field is present in a valid source export; counts and representative records are reconciled before cutover.
- Staff profilesSupported when the field is present in a valid source export; counts and representative records are reconciled before cutover.
- Saved payment methodsAccount ownership, source-provider cooperation, token portability and destination-account locality must be validated before any saved-card move is approved.
What doesn't transfer
- Belt ranksNot part of the established importer; retain the source export and agree an archive or rebuild plan.
- Skill levelsNot part of the established importer; retain the source export and agree an archive or rebuild plan.
Step 2 · Import
What it looks like in BOOKING BIBLE
Upload the available Zen Planner files to the import workspace. Booking Bible proposes mappings and flags duplicate, encoding and field-shape issues for human approval.
Proposed column mapping
Approval required- Customer NameProfile · full_nameSuggested
- Email AddressProfile · emailSuggested
- PhoneProfile · phoneSuggested
- Member StatusMembership · statusReview
- Signed Up OnProfile · created_atSuggested
- TagsProfile · tags[]Review
Review warnings before approving the batch.
Clients re-save on first booking
Zen Planner uses Stripe or NMI, so saved cards may need a secure client re-entry flow. We plan the communication and fallback before cutover.
Why teams evaluate Booking Bible
Platform capabilities to compare against your current contract and operating model.
- Keep venue data portable through organization-scoped CSV and JSON export paths
- Run scheduling, clients, passes, payments and enabled operating modules on one data model
- Use audited imports, validation previews, reconciliation counts and parallel-run notes during cutover
- Extend approved workflows through scoped REST APIs, webhooks and embeds when the active plan allows them
Step 3 · Go live
After migration
Approved records are reconciled before launch. The payment path is activated only after account ownership, locality and provider requirements have been validated.
Reconciliation checkpoint
Approve each dataset and the payment path before scheduling production cutover.
Recent activity
- Source files stored for the agreed retention window
- Validation exceptions assigned and resolved
- Cutover and rollback owners confirmed
Ready to make the switch?
Create the destination venue, share a representative source export and agree the validation and cutover plan before importing production data.
Frequently asked questions
How long does migration take?+
It depends on source exports, data quality, payment-method portability, validation and the cutover model. The estimate at the top is indicative until the migration team has reviewed your actual account.
Will my clients lose their booking history?+
Supported history can be mapped into client records, but completeness depends on the fields the source platform exports. We reconcile counts and samples before approving cutover.
Do I need to be technical?+
No developer is required for a standard supported file import. You still need someone who understands the source records to approve mappings, resolve validation warnings and sign off on reconciliation.
Can I run both systems in parallel?+
A parallel or read-only reference period can be part of the cutover plan when the source contract and workflow allow it. The correct duration depends on the operation.
What happens to my saved payment methods?+
It depends on the source processor, legal account owner, destination connected account and token-portability process. Booking Bible resolves card locality member by member and never assumes a card can be moved across accounts.
Is there a cost to migrate?+
Migration scope and any cost are confirmed after reviewing the source, data volume, payment-method path and support required. We do not ask you to rely on an unreviewed blanket promise.