Toptalla | Built around your workflow
Move to Toptalla with a clear handover
Free onboarding and data migration, with a 14-day trial. Review what your current system can export and prepare services and staff before daily use.
A coordinated move with our team- 01
Review the export
Available fields and migration scope
- 02
Validate a sample
Check agreed clients, services and balances
- 03
Prepare the team
Rehearse bookings, payments and daily work
- 04
Start using Toptalla
An agreed start date and follow-up
Agree what will move from the start
- Clients
- Available names and contact fields
- Services
- Names, prices and durations
- Balances
- Subject to scope and reconciliation
Secure sharing and an agreed scope; not every field is assumed transferable
Start with the available export
Identify your current system and securely available export fields. Agree what can be imported and what needs entry or reconciliation; restricted source data cannot be promised without access.
Validate a sample before approval
| Data | Review needed |
|---|---|
| Client records | Check field mapping and duplicates |
| Services | Review prices and durations |
| Agreed balances | Reconcile with the responsible owner |
Review a sample first
Review sample customers, services and agreed balances before accepting the migration. Assign someone to reconcile financial information and balances.
Rehearse the working day together
- Book and reschedule01
- Invoice and collect payment02
- Issue materials and record use03
- Review roles and open work04
Rehearse the daily workflow
Rehearse booking, changes, collection and material records with reception and management. Agree the start date and handling of open work with the onboarding team.
Questions before getting started
See Toptalla with your own workflow
Try for 14 days with free onboarding and data migration. Review your services, team and available data with us before the move.