What do I do if the import shows errors or does not recognise my services?

The review screen separates two things: errors keep the row out (an impossible phone number, an unreadable date, a duplicate) and warnings let it in while telling you something (an appointment outside opening hours, a truncated text). Each reason is grouped so you can see how many rows it affects.

If the file looks wrong, with everything in one column, broken accents or swapped dates, fix the separator, the encoding or the date order in "How we read your file". There is no need to upload anything again.

If your previous software used different names, BookflowR asks you once per distinct name which of your services, staff members, locations or passes it matches. Several names can point to the same service, which is what usually happens when the old system wrote it in three different ways.

If a staff member or a location no longer exists, the appointment is still imported without that detail; only the service, or the pass in its template, are mandatory. And a name still pending translation never invalidates the file.

A row with no phone or email is recognised by name, ignoring capitals and accents: if one of your clients has that name, it is them; if several do, the only one of them with no phone or email. If there is not exactly one like that, there is no telling which one it is: a client row stays out until you add their phone or email, and an appointment comes in without a record and warns you. If nobody has that name, a client is created with it, and the other rows with the same name are that person. And if the name has a phone number inside, the row stays out: move it to the phone column.