To switch to TicketPa from another booking system or a spreadsheet, set up your activities first. Then import the bookings still to come with a CSV file, and send guests to your new booking page.
Set up your activities
- Create each activity with the name you use in your old system. The import matches bookings to activities by name. See Create an activity.
- Add your prices. Give tickets the names your old system uses, like Adult and Child, so the file's tickets match. See Set prices for an activity.
- Add a schedule, so guests can book your usual times. See Set a schedule for an activity.
- Check your booking rules and cancellation policy. See Booking rules and cancellation policy.
For the rest of the setup, like your booking page and your team, follow Getting started with TicketPa.
Import your bookings
- Download the bookings still to come from your old system. Most booking systems can export them as a CSV or Excel file, often from their bookings list or reports. If you use a spreadsheet, start from that file.
- Name the columns the way TicketPa reads them. You need Date, Start, Activity, Guest, Email or Phone, and Guests.
- Go to Bookings, select Import and upload the file. You check every booking before it is added.
- Choose whether TicketPa emails these guests their ticket, reminders and review requests.
Each step is explained in Import bookings from another system. Appointments can't be imported yet, so add them by hand with New booking.
Switch your booking links
- Go to Share and copy your booking page link. Put it wherever the old one was: on your website, your Google listing and your social media.
- Replace your old system's booking button on your website with a Book now button. See Add a Book now button to your website.
- To take payments online when guests book, connect Stripe. See Connect Stripe to take online payments.
Close your old booking system
- Once your links lead to TicketPa, stop taking bookings in your old system, so the same places can't be sold twice.
- If your old system took new bookings in the meantime, download its bookings again and import the new file. Guests already booked on a time slot in TicketPa are left out, so nobody is booked twice.
- Before you close your old account, download your past bookings and guest details for your records. TicketPa only imports bookings still to come.
On your first days
- Guests you imported with emails off didn't get a TicketPa ticket. Find them by name on the time slot's guest list and check them in there. See Check guests in.
- Invite your team, so they see the new bookings. See Invite team members.