Yes. PocketSuite imports existing client profiles, pet records, and vaccination data as a standard part of onboarding, along with several other categories of business data most owners don’t think to ask about until they’re already mid-move.
PocketSuite powers 7,000+ service businesses, including 1,000+ pet service businesses, whose clients have collectively processed nearly $1 billion in income and scheduled over 9.2 million appointments.
The question comes up so often because most owners have already lived through a version of the worst case: a spreadsheet that didn’t map cleanly, a client history that had to be re-entered by hand, or a vaccination record that quietly went missing after a prior software switch. That history is exactly why it’s worth answering this question in specifics rather than in general reassurance.
Data migration is usually the part of switching software owners worry about most, since it’s the part that feels hardest to undo if something goes wrong. Below is the actual list of what PocketSuite’s imports team brings over, based on its onboarding process, so a business can see exactly what’s covered before deciding to make the move.
What PocketSuite Actually Imports
As part of onboarding, PocketSuite’s imports team can bring over the following, typically via a CSV export from the prior platform:
- Client list, profiles, and notes
- Pet profiles, including breed, notes, and behavior details
- Future appointments already on the books
- Service and pricing list
- Product and pricing list
- Active packages clients have already purchased
- Active subscriptions and memberships
- Historical reservations
- Intake forms
- Contracts and waivers
- Credit card authorization agreements
- Vet and vaccination records
- Team and staff records
That’s a meaningfully longer list than a business typically expects going in, and it’s why a business moving off a general scheduler often ends up with more structure on PocketSuite than it had before, not just the same data in a new location.
It’s worth reading through that list slowly rather than skimming it, since several items on it, credit card authorization agreements and intake forms in particular, are the kind of thing a business assumes will just carry over informally and then has to scramble to rebuild if they don’t get flagged as part of the import scope up front.
The same goes for credit card authorization agreements tied to recurring subscriptions: without that agreement importing correctly, a business can end up needing to re-collect payment authorization from every subscribed client individually after launch, which is exactly the kind of avoidable rework an import scope that’s been verified up front prevents, both for the business and for the client on the other end of that request.
Why Vaccination Records Specifically Need Their Own Field
A pet’s vaccination file isn’t just an attachment sitting in a folder somewhere. Once imported, it lives on that pet’s own profile with its own expiration date, which is what lets PocketSuite prompt a client automatically when a record is coming due and lets staff filter their dashboard by vaccination status before a stay begins. A general scheduler that never had a dedicated pet record couldn’t do either of those things, since there was nowhere for that date to live in the first place.
We needed handholding for the first, for the first bit… from having our data brought over to having… forms and contracts and all that stuff done for us.
Noelle Blessey, owner, Thank Dog! Training
What Happens to Packages and Subscriptions Clients Already Paid For
A client who’s mid-way through a 10-visit daycare package or a monthly board-and-train subscription shouldn’t have to start over just because the business switched software. Active packages and subscriptions are part of the standard import list specifically so a business can confirm, before going live, that every client’s remaining balance and renewal date carried over correctly.
What a White-Glove Import Actually Looks Like in Practice
Rather than a business exporting a spreadsheet and hoping it maps cleanly, PocketSuite’s White-Glove onboarding process has the imports team apply templates for pricing, packages, bookings, and products during the upload itself, so a business doesn’t have to manually rebuild its own service menu from scratch. That’s a meaningfully different experience than a self-service import, and it’s the same reason a short conversation with the imports team about which packages and subscriptions a business already runs, before the upload happens, tends to save cleanup time afterward.
What This Means If Your Current System Doesn’t Have Pet-Level Records
For a business coming off a tool that only ever tracked appointments at the client level, not the pet level, there simply isn’t a vaccination record or a pet profile to import in the first place, since that data was never captured. In that case, the imports team’s job shifts from moving existing pet records over to helping a business set up pet profiles fresh, starting with whatever vaccination paperwork clients already have on file in email or paper form. It takes a little more upfront work than a clean data transfer, but it’s the same one-time cost either way: getting pet-level structure in place once, rather than continuing to manage it by hand indefinitely.
What Staff and Team Records Bring Over
Team and staff records are also part of the standard import, which means a business doesn’t have to manually recreate every staff login from scratch on day one. That said, permission levels, who can see pricing, who can issue refunds, who can view reports across every location, are worth reviewing rather than assuming they carried over exactly as they were, since a general scheduler’s permission structure rarely maps one-to-one onto a pet-specific platform’s staff roles. A quick review during onboarding, walking through each team member’s actual responsibilities and matching that to their PocketSuite permissions, is a small step that prevents a staff member from either seeing more than they should or being blocked from something they need for their job.
Confirming Your Data Landed Correctly Before You Rely on It
Import lists like the one above describe what’s possible, not a guarantee that every single record will land exactly as expected without a check. Before fully retiring the old platform, it’s worth spot-checking a handful of client profiles across different scenarios, a long-time client with several pets, a client mid-package, a client whose vaccination record is close to expiring, to confirm the data on each one matches what the old system showed. That kind of targeted check takes a fraction of the time a full manual re-entry would, and it’s the same verification step worth running through as part of any pre-launch checklist.
A Note on Historical Reservations
Historical reservations, records of stays and visits that already happened, are also importable, which matters for a business that wants its full client history intact rather than starting its repeat-client record from zero on day one. The specific scope of what transfers here can vary a bit by how the prior platform exports that history, which is exactly the kind of detail worth confirming directly with the imports team during the discovery conversation, rather than assuming either way.
Why This Import List Ends Up Mattering More Than It Seems Upfront
It’s easy to look at a list like this before a migration and assume most of it is nice-to-have rather than essential. In practice, the items that seem smallest on paper, an intake form template, a credit card authorization agreement, tend to be the ones a business notices missing first, usually in the middle of a busy week when there’s no time to rebuild them from scratch. Confirming the full list transferred correctly before go-live, rather than discovering a gap reactively, is what keeps that first week focused on running the business instead of patching the software.
The 2026 Pet Boarding, Daycare & Resort Industry Benchmarking Report (International Boarding and Pet Services Association, The Dog Gurus, PocketSuite, and Researchscape International, 2026) found that 54% of pet boarding, daycare, and resort businesses report that 75% or more of their monthly revenue comes from repeat clients. Keeping that repeat-client history intact through a software switch, rather than losing track of who’s been a regular, is part of what makes a clean data migration worth the upfront attention.
Yes. Client list, profiles, and notes are part of PocketSuite’s standard onboarding import.
Yes. Pet profiles and vet and vaccination records are imported as part of onboarding, and once imported they live on each pet’s own profile with its own expiration date.
Yes. Active packages, subscriptions, and memberships clients have already purchased are part of the standard import list, so a client’s remaining balance doesn’t need to be rebuilt manually.
PocketSuite’s imports team helps set up pet profiles fresh using whatever vaccination paperwork clients already have on file, since that pet-level data never existed on the old platform to import.
