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Migrating to CHAIR

Switching from Timely

These steps help you prepare copies of the data Timely makes available. CHAIR does not import them automatically: submit a migration-help request and a person will review the available fields, confirm the scope, and explain the next step. Keep client data private until then.

1

Export your clients

Prepare the provider’s supported export. The CHAIR team will confirm which records and fields can be used.

  1. Submit Timely’s data-export help form

    Use Timely’s Help Centre and give the date you would like to receive the export. Timely says requests can take up to 48 hours.

  2. Download via the secure link

    Timely emails you a link to their data-sharing site. Click "Send code", enter the 15-minute verification code, then download. The export covers clients (with reward points), appointments, services, client notes, products, and product purchases.

  3. Optional: export the Client overview report

    Timely also documents exporting a customised Client overview report. This is a partial report, not a replacement for the full data export.

2

Prepare your services

Prepare the service fields your provider actually includes. CHAIR will confirm each mapping and flag variants, bundles, or staff rules that need manual setup.

  1. Use the full data export

    Timely’s documented export bundle includes Services. Request the bundle through the same Help Centre form, then keep the downloaded files together.

3

Prepare upcoming appointments

This creates a reference file for your request, not an automatic booking import.

  1. Use the full data export

    Appointments are included in Timely’s documented export bundle. Ask CHAIR to review upcoming appointments as part of your migration request.

  2. Expect a review, not an automatic import

    CHAIR will confirm which appointment fields can be set up and whether anything needs checking or entering manually.

Heads up: Timely’s own documentation says a requested data export can take up to 48 hours. The Client overview report is self-serve but contains only the columns you select.

What happens after you request help

  1. 1

    Your request is recorded

    CHAIR shows an on-screen receipt and, when email delivery succeeds, sends a confirmation to your contact address.

  2. 2

    A person reviews the scope

    Support confirms which client, service, and future-appointment fields are compatible and gives you an expected timeline.

  3. 3

    The transfer route is agreed

    Support confirms an approved transfer route before asking for a file. If none is available, keep the export private and continue with the agreed manual setup. Do not attach client exports to email, live chat, or WhatsApp.

  4. 4

    You verify before going live

    If data is added, compare record counts, service prices and durations, and upcoming appointments with the original. Keep your old system available until that review is complete.

Create an account and request helpAlready use CHAIR? Request migration help

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