Switching From Boulevard to Tersavia, Step by Step

TL;DR: Tersavia imports from Boulevard, so your client records and contact details, appointment history, service menu and staff setup come over. Anything else, we walk through with you during setup. Before you give notice, ask your current vendor in writing about your text number.

You've done the comparison work. You've looked at the calendar and sat through the demo. You've pictured your front desk on a different screen. At this point the question isn't whether to leave. It's how to leave without a bad week.

Most switching pain comes from surprises, not from the software. Something you assumed would transfer didn't. A question you meant to ask your old vendor went unasked until after you cancelled. This guide is built to take those surprises off the table. It covers what Tersavia brings over from Boulevard, how the rest of setup works, and what to get in writing before you hand in notice.

What Comes Over From Boulevard

Tersavia imports from Boulevard. During setup, the core of your business moves into Tersavia so your team opens a calendar that already looks like yours:

• Client records and contact details
• Appointment history
• Service menu
• Staff setup

Anything else, we walk through with you during setup.

Once the import finishes, look up a handful of your long-time clients and check their history against what you expect to see. It takes a few minutes, and it's the fastest way to confirm the records you care about landed where they should.

What to Set Up Fresh

Not everything is data. Some of it is configuration, and configuration is mostly decisions you made once and forgot about.

Booking rules and hours. Buffers between services, how far out clients can book, which services need a consult first. Your service menu comes over, but the judgment calls around it are worth a fresh look. Set them up in Tersavia the way you'd want them if you were starting today.

The phone. If you're adding Tersavia's AI receptionist, decide how you want calls handled before you go live. The AI answers the call and checks your Tersavia calendar. Then it books the appointment. Where a service needs a deposit, it sends the caller a payment link. It never takes card or deposit details over the phone. Set your transfer rules so anything outside its scope goes to a person on your team.

What to Ask Before You Give Notice

This is the section to act on first. The answers you need come from your current vendor, and they tend to be easier to get while you're still a customer.

Your text number. If you have a dedicated number for client texts, it's printed on your signage. It's also saved in your clients' phones. Whether it comes with you depends on your current vendor. Ask whether they will release it. Ask in writing, before you give notice.

Your data, in a format you can open. Ask what export you'll receive and when. Get the answer in writing so the timeline is on record.

Your term. Read your agreement for the end date and the notice period. Knowing both lets you pick a cutover date instead of having one picked for you.

A short email covering all three questions, sent a few weeks before you plan to move, saves more stress than anything else on this list.

Planning the Cutover

Keep your old system open until your import is verified, then cancel. Set Tersavia up and let the import finish. Then walk through a normal day on the new calendar. Look up a few long-time clients. Check tomorrow's appointments against what you expect to see. When it looks right, pick your cutover date.

A few habits make the switch smoother:

• Pick a slow day. A Monday or the week after a holiday gives your team room to learn without a full book of clients waiting.
• Walk your team through it first. Have each provider open their own schedule and a couple of their regulars before the first real appointment. Familiar data on an unfamiliar screen is a much easier adjustment.
• Tell your clients what changes for them. For most, nothing does. If their confirmation texts will look different, a quick heads-up keeps them from wondering.
• Watch the first week closely. Check new bookings and the day's schedule every morning until the pattern feels normal.

Tersavia is free forever, and there's no contract on our side. If you change your mind later, your client list exports in a format you can use. We'd rather you stay because the platform works for you than because leaving is hard.

FAQ

What does Tersavia import when I'm moving off Boulevard?

Your client records and contact details, appointment history, service menu and staff setup come over. Anything else, we walk through with you during setup.

What about everything else?

Anything else, we walk through with you during setup. It's also a good moment to revisit your booking rules and how you want the phone handled.

Does the AI receptionist take card details on the call?

No. When a booking needs a deposit or payment, the AI sends the caller a payment link. It never takes card or deposit details over the phone.