- How you connect it
- Upload an export from Bookly, a spreadsheet or any booking or sales system.
- What it reads
- Date, service, branch, status and value columns that you match on screen.
- What is stored
- Daily totals per branch and service. Columns that look like personal data (names, emails, phone numbers, addresses, dates of birth, NHS numbers, notes, staff) are removed the moment the file arrives, and the file is deleted after import or within two hours.
- History and refresh
- Re-importing a period replaces it, so exports can be uploaded again safely.
- If you disconnect
- Imported data stays until you ask us to remove it.