Free setup and switching help
Switch to Patcher. We’ll help you get settled—for free.
We’ll help bring your business into Patcher, set up your schedule, and walk you through the basics. Before we start, we’ll agree on what information is coming over and how the switch will work.
Setup and switching help are free. Your Patcher subscription is priced separately.
Start from wherever you are.
Three starting points, one approach: we look at what you have, agree on what comes over, and do the work with you.
- Jobber, MoeGo, or Housecall Pro
- We handle bringing the agreed information into Patcher and help get your business ready to use it.
- Another scheduling system
- We review the exports your system offers, confirm what can come over, and handle the agreed import.
- Spreadsheets or paper
- We help you organize what you have and get started with a clear schedule.
Set up to work, not just signed up.
What we bring over depends on where it is today and what we agree on. The setup and the walkthrough are the same for everyone.
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Your customers and appointments
We bring over the customer and upcoming-appointment information we agreed on, from your export or from what you have.
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Services, prices, team, and hours
We set up your service list with prices and durations, add your team members, and enter who works when.
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Your online booking page
We configure the page customers book from, including which services confirm right away and which come to you as requests.
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A review of what came over
Before you rely on it, we go through the imported information with you and fix anything that landed wrong.
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A walkthrough of everyday scheduling
Booking a call-in appointment, moving one, and reading the day. The basics your team will use every day.
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How cancellation filling works
What Patcher does when an appointment cancels, what you approve, and what your customers see.
Four steps, and you know who’s doing each one.
- 01 You
Tell us how you work today
Which system you use, who is on the team, and what information you need to keep working. A short call is usually enough.
- 02 Together
Agree on what comes over
We confirm the records to move, how we will get them (an export, or access you grant and can revoke), and when the work will happen.
- 03 Patcher
We prepare Patcher and review it with you
We handle the agreed transfer and set up your business, then check the result with you against what you expected.
- 04 Together
Choose when to switch
We agree on the day Patcher becomes the working schedule, and walk you and your team through the basics.
Keep your current system until the switch is ready. We check the agreed information in Patcher with you first, then pick the day you switch over. Nothing changes until then.
Common questions about switching
Is switching help really free?
Yes. Patcher does not charge for the agreed setup and switching work. Your Patcher subscription is priced separately, and anything your current provider charges, such as a remaining subscription, a cancellation fee, or a charge to export your data, stays between you and them.
Can you help me switch from Jobber, MoeGo, or Housecall Pro?
Yes. We handle bringing the agreed information from any of the three into Patcher, set up your business, and walk you through your new schedule. On the first call we confirm which records will move before anything starts.
What if I use another system, spreadsheets, or paper?
We work with what you have. For another system, we look at the exports it offers and confirm what can come over. For spreadsheets or paper, we help you organize the information and enter it, so you start with a clear schedule rather than a blank one.
What information can you bring over?
The information you need to get working in Patcher: customers, services and prices, team setup, and upcoming appointments, where your current system can provide them and we have agreed to move them. We confirm the list with you first. We do not promise that every historical record, attachment, invoice, saved payment method, or custom field will transfer.
How long does switching take?
It depends on where your information is and how much of it we agreed to move, so we give you a timing estimate after reviewing your setup rather than a blanket promise up front. You keep working in your current system until the switch is ready.
When should I cancel my existing software?
Not yet. Keep access to your current system until the agreed information has been checked in Patcher and we have agreed on the day you switch. Cancelling your existing subscription, and any terms attached to it, is handled by you with that provider.
What if I want to keep my current scheduler?
Then switching is not the right fit, and that is fine. If you run on MoeGo, Jobber, or Housecall Pro and only want help filling cancellations there, Patcher Connect works alongside your scheduler with free connection and setup help.
Let’s plan your move to Patcher.
Tell us what you use today. We’ll explain what we can bring over and help you take the next step.
Free setup and switching help. Subscription priced separately.