Switch to Jade

Move your bookings and courses to Jade.

Set up your workspace, rebuild your services, test the client flow, then share your new booking page.

Agent-assisted setup

Describe your service. Jade handles the admin.

The agent can create offerings, pricing packages, availability, class sessions, memberships, and course outlines. Check each result, add any missing details, and publish when it is ready.

Jade agent

Create a free, virtual 15-minute appointment called Intro Call and save it as a draft.

Created Intro Call as a draft appointment.

15 minutesVirtualDraft

Next: review your availability and booking details, then publish when ready.

01

Gather your business details

Collect your service names, descriptions, prices, durations, availability, policies, and client contact list. Keep your current booking page active while you prepare.

02

Set up your Jade workspace

Create your account, add business details, connect Stripe if you take payments, and set your booking rules and policies.

03

Use the agent to set up your services

Ask Jade to create appointment, class, or course offerings; add pricing packages; set weekly availability; schedule classes; or create memberships. Review each change before you publish.

04

Move client and course information

Contact us about importing client records. The agent can draft course outlines; add your course material in the curriculum editor, which supports video, text, and file attachments.

05

Test the client experience

Preview your public page. Test a booking or enrollment, payment, confirmation email, and any cancellation or reschedule settings you use.

06

Share your new booking link

Update your website, social profiles, and email links when your Jade page is ready. Keep access to your previous provider until you have checked any records you still need there.

Before you switch

Can Jade automatically import my data?
Contact us about importing client records. Services and course content need to be set up in Jade.
Can I move my courses?
Course content is rebuilt in Jade’s curriculum editor. You can add video, text, and file attachments, then publish the course when it is ready.
Should I cancel my old provider first?
No. Keep your current booking page available while you set up and test Jade. Switch your public links after the new page is ready.
Can someone help me plan the move?
Yes. Use the contact form and tell us which tools you use now, what data you want to move, and which services you offer.

Need help with client data? Contact the Jade team.