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FAQ: Import and Setup

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Written by Haakon Lageng

Can I import existing data into ProClinic?
Yes. Under Settings → Import, you can bring in data from another system. The import covers: clients, staff/providers, treatments, bookings, gift cards (including outstanding balances), products, and reviews.

How long does a data import take?
The import process typically takes between two and five minutes. After that, your system will be ready to use with all your existing data in place.

Can ProClinic assist me with the import?
Yes. If you’d prefer not to handle the import yourself, ProClinic can do it for you. Just contact support or your ProClinic representative.

What should I do right after creating my account?
Recommended steps:

  1. Go to Settings → Import and import any existing data

  2. Connect your own domain under Settings → Domain

  3. Set up treatments, services, and staff

  4. Download and sign the data processing agreement under Journal → Documents

Can I plan a gradual transition from my current system?
Yes. Here’s the recommended approach: import your data into ProClinic, use a test period to explore the system and verify your data, gradually close down your calendar in the old system, and switch to the ProClinic calendar from the desired date. You don’t need to run both systems side by side during this period.

Does it cost anything to test ProClinic before switching over?
No. You can set up and test ProClinic with your imported data free of charge during the trial period. The trial lasts 14 days and only starts once you start actively using the system—not while you’re testing and exploring.

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