The problem is the overlap, not the transfer
Transferring future appointments takes an afternoon: it's a few weeks of calendar and you copy it once. The real problem comes afterwards, when out of caution people keep writing on paper as well.
Two diaries in parallel inevitably produce two truths. One person writes only in one, someone else only in the other, and the first clash arrives within weeks. The caution that was meant to protect is exactly what breaks things.
The rule that works is blunt: from a chosen date you write only in the digital one, and the paper stays readable but nobody adds to it. It's safer than a gentle transition, because it leaves no ambiguity about where the truth lives.
What makes the switch hard
The chart is qualitative and shows how much each factor complicates the transition.
What to transfer and what not
The table separates what to bring across now from what can stay where it is.
| What | Transfer | Note |
|---|---|---|
| Future appointments | Yes, all of them | A few weeks of calendar |
| Contacts of active clients | Yes | With the same care as always |
| History from past years | No | Stays readable on paper |
| Recent technical notes | Yes, the useful ones | Colour and last work done |
How to switch
Pick the cut-over date
In a quiet period, not before the holidays.
Transfer the future
Appointments and active contacts.
Align the team
From that date you write only there.
Archive the paper
Readable, not updatable.
How to do it
- Pick a cut-over date and tell the team.
- Transfer only future appointments and active contacts.
- Keep the paper as an archive, not as a diary.
The cut-over date should fall in a quiet period, not before a peak. A Monday at the start of the month beats the Thursday before the holidays, and the reason is simple: mistakes happen in the first days and you need room to fix them.
The team is aligned before, not after. One person who keeps writing on paper "because she doesn't trust it" is enough to produce the first clash, and that clash becomes the argument for going back.
One calendar from day one
In Saloria appointments booked online and those entered by hand land in the same calendar, so there's no second record to keep aligned. Availability is set once as recurrences, with exceptions for closures and absences, and every appointment stays attached to the client's record.
Frequently asked questions
How long does switching take?
An afternoon to transfer future appointments. The rest is discipline, not work.
Can I keep the paper for safety?
As an archive yes, as a diary no: two records produce two truths and the first clash arrives within weeks.
Do I have to transfer all the history?
No. Future appointments, active contacts and recent technical notes are enough.