Switching to Numa Health
A calm changeover, with one clear start date.
Whether you’re moving from paper, a spreadsheet or another system, the safest move is a simple one: new bookings in Numa Health, old records kept where they are.
Your first 30 days are free. No card needed to start.
What you can bring today
Your upcoming appointments
Put them in by hand, with repeat bookings for regular clients. It’s usually quickest to start with the next few weeks.
Your clients
Add them one at a time, or as they book online. There’s no import for client lists yet.
Your professional contacts
Import GPs, specialists, insurers and solicitors from a spreadsheet (saved as a CSV file, up to 2 MB), with a preview and duplicate checks before anything is saved. This is your address book, not your client list.
Your services and prices
Add them in settings, or start from the suggested services for your profession.
What stays where it is
Old notes, documents, appointment history and invoices can’t be brought across automatically. Keep them in your current system, or stored safely, for as long as you need them.
Change over in three steps.
Pick a date.
From this date, every new booking goes into Numa Health. Tell anyone who books for you.
Copy your upcoming appointments.
Check each one against your old diary, including repeat bookings, holidays and days off.
Switch reminders over on the same day.
Turn reminders on in Numa Health and off in your old system, so clients don’t get two.
Common questions
Can I bring all my client records across?
Not yet. There’s no client-list import today, and notes, documents and history can’t be moved automatically. Start new records in Numa Health and keep the old ones where they are.
Can I move from a paper diary or a phone calendar?
Yes. Put your upcoming appointments in by hand and choose a changeover date. Your phone’s calendar can show your Numa Health appointments, but it can’t send its old events into Numa Health.
How long does switching take?
That depends on how many upcoming appointments you have. Most of the work is copying in the next few weeks.
Should I email you a file of client details?
No. Please don’t send client records by email or through our contact form.
Your next step
What are you using now?
Start your first 30 days free and put next week in, or tell us about your setup first.