If you would like to transfer client data from one Slick account to another, Please find below the steps to transfer your client data between Slick accounts.
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Important to note 💡
Slick is unable to identify individual staff member’s client lists – it’s only possible to move your entire client list.
To move your client list - we require the written permission of the registered Slick Account Owner from their registered Email. Find out below how to do this!
This process needs to be done by the registered Account Owner:
The registered Account Owner Name & Email can be found under Slick Menu > Staff & Business settings > Account billing > Billing Information:
Authorisation
Below is the written authorisation to be sent via email to onboarding@getslick.com from the registered Account Owner [no other format or amended wording can be accepted].
"I [name] hereby give Slick support team permission to transfer the client data from [salon name & ID] to [new salon name & ID] and understand that Slick will export and import the entire client list with no exceptions."
Your account ID can be found from the calendar by clicking on Menu > Location ID
as you see here ⬇️
Timeframe
Please note that client data transfer can take up to 3 Business Days from receipt of the authorisation email.
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!