Getting your data out if you leave

Export your customers, bookings and invoices before you close an account, because access ends when the subscription does.

2 min readUpdated

Export what you need before you cancel. Access to a platform ends when the subscription does. That is true here as it is anywhere else.

What to take

  • Your customer list
Clients, then All Clients. Search, then open a record. New customer is at the top right.
Clients, then All Clients. Search, then open a record. New customer is at the top right.
  • Your booking history
Diary, then Appointments. Each row is one booking: the customer, the service and the status.
Diary, then Appointments. Each row is one booking: the customer, the service and the status.
  • Your invoices, which you are required to keep for tax purposes
Finances, then Invoices & Quotes, then Invoices. What is owed, what is overdue and who to chase first.
Finances, then Invoices & Quotes, then Invoices. What is owed, what is overdue and who to chase first.
  • Your services and prices
Services & Booking, then Services. Duration and price are what the booking page and the diary use.
Services & Booking, then Services. Duration and price are what the booking page and the diary use.

Why we say this plainly

Because a platform that makes leaving difficult is telling you something about how it expects to keep you. Your records are yours and being able to walk out with them is the point.

Do it before you cancel

Not after. Take the exports, open them and check they contain what you expect while you still have the account.

Your tax records

Invoices have to be kept for years after the work. Export them and store them properly rather than assuming you can come back for them.

If you are leaving because something is not working

Tell us first. A fair number of departures turn out to be a setting nobody found or a feature nobody knew existed.

Help & Support, then Support Tickets. Write to Youzse and keep the replies on the ticket.
Help & Support, then Support Tickets. Write to Youzse and keep the replies on the ticket.

Common questions

How long do I have after cancelling?

Do not rely on a window. Export everything before you cancel.

Will my customers be told?

No. What you tell them is your decision and worth planning if they book online with you.

Can I come back?

Yes. Your export is what you would import to pick up where you left off.

Topics

ExportsDataLeaving

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