Does the online booking system transfer when I buy a salon?
It can if the account is in the business’s name and the platform’s terms allow a change of owner. Confirm who holds the booking account, client notes, reviews, phone number and social accounts, and plan the switchover before closing.
A salon’s appointment book is part of what keeps it running. If the booking account is in a stylist’s personal name, or the platform’s terms do not allow a change of owner, you may close on Friday and be unable to take bookings on Saturday. Ask these questions during due diligence, not afterward.
Find out who holds each account
Make a list of everything clients touch: the booking platform, the website and its domain, the business phone number, the online listing, review pages, and social media. For each, note whose name and email are on the account. Anything held personally by the owner or a stylist usually needs to be moved before closing or covered in the agreement, so ask your lawyer.
Check client history, deposits and settings
Ask whether client records, colour formulas and visit notes can be exported or transferred, and whether future appointments and prepaid deposits carry over. Review no-show and cancellation settings, since clients booked under the old rules may expect them to continue. Ask your lawyer how the platform’s terms apply.
Handle client information carefully
Booking systems hold personal information. Ask your lawyer what clients must be told and what the seller may share before closing. See what a seller can hand over at closing for the general approach.
Plan the switchover
- Agree a date for moving each account and who does the work.
- Keep the old phone number and listing live until the new ones work.
- Send clients one clear message about any change.
- Check upcoming appointments by hand the week after.
Related reading
15 pages on the same subject, grouped by topic.
Selling
Buying
- Expert answerWhat happens if I buy a business that is behind on rent or taxes?
- Expert answerCould undisclosed severance liabilities come with the business I buy?
- Expert answerCan a licence be transferred to a numbered company instead of me personally?
- Expert answerIs the real estate purchase a separate agreement from the business purchase?
- Expert answerFranchise salon or independent salon: what changes when you buy one?
- Expert answerWhat should I check before buying a spa franchise location?
- Expert answerBuying an esthetics studio vs starting one
Valuation
- Expert answerWhat happens to my business name when I sell?
- Expert answerHow do I find undisclosed debts and personal guarantees before buying a business?
- Expert answerWhat if the business owes back taxes the seller never mentioned?
- Expert answerWhat environmental checks do I need before buying a business?
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Office of the Privacy Commissioner of CanadaGovernmentThe Personal Information Protection and Electronic Documents Act (PIPEDA)
- 02Office of the Privacy Commissioner of CanadaGovernmentPIPEDA requirements in brief
- 03Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
- 04Business Development Bank of CanadaGovernmentWhat are the steps to buying a business?
Deavo is an advertising and listings platform, not a brokerage, law firm or valuation firm. This page is general information, not legal, tax, accounting or valuation advice, and rules differ by province. Confirm anything you rely on with a qualified professional before you act on it.