Switching · Request only

Plan the switch before changing anything.

Define what matters, preserve the exports you control, and decide how you would judge a future setup. If you request help, a person follows up about next steps. The request itself changes nothing.

Switching / Decision file Owner-held
01

Required scope

02

Available exports

03

Acceptance checks

04

Open questions

Request boundary

Conversation only

No upload · no old-account access · no transfer · no execution

Planning boundary

This page does not move your business.

EstheticSense does not offer an automated import or connector through this request. There is no promised transfer, preview, execution path, cutover date, or access to the system you use today.

Four decisions

Do the thinking before the logistics.

A switch starts as an owner decision: scope, source preservation, acceptance criteria, then a request for conversation.

  1. 01

    Scope

    Define what must be ready

    Separate the workflows your team would require first from the work that can wait and the records that should remain in an archive. This is your decision, not a preset package.

  2. 02

    Preserve

    Keep your own source files

    Sign in to the current provider yourself and download the exports it already makes available. Keep untouched originals in storage your business controls.

  3. 03

    Accept

    Write the checks before the change

    Decide what your team would need to inspect before accepting any future setup. A written standard makes the decision reviewable instead of emotional.

  4. 04

    Request

    Ask for a planning conversation

    Tell us which system you use and what matters most. A person follows up about next steps. The request does not move data, grant access, or start a switch.

Owner-controlled export checklist

Preserve the source before discussing the destination.

Your current provider defines what it can export. Keep those originals under your control and document what each file represents.

Before any file is shared

  1. 01 Download only the reports or export files your current provider already offers.
  2. 02 Keep an untouched original of every file in owner-controlled storage.
  3. 03 Record the source, export date, date range, and file format beside each item.
  4. 04 List missing information and open questions separately; do not rewrite the originals.
  5. 05 Confirm the destination, retention rules, and secure sharing path before sharing any file.

What the request does

It opens a conversation.

Tell us the system you use, the workflows you care about, and the questions you need answered. A person follows up about possible next steps.

What it does not do

  • It does not connect to or access another account.
  • It does not upload, transfer, map, or verify records.
  • It does not start implementation or set a completion date.
  • It does not authorize a cutover or operate either system.

What owners ask before requesting a plan.

What happens after I send a switching request?

A person follows up to discuss your priorities and possible next steps. Submitting the request does not upload or move data, connect another system, or begin a switch.

Does EstheticSense need access to my current account?

No. A planning request does not grant account access. You remain responsible for signing in, downloading any available exports, and deciding whether anything may be shared later.

What should I prepare before the conversation?

Bring the name of your current system, the workflows that matter most, your constraints, and a list of the exports your provider already offers. Keep the original files under your control.

How long will switching take?

This page makes no execution or timing promise. The follow-up is for planning: understanding scope, identifying unanswered questions, and deciding whether another conversation is useful.

Will the request schedule a cutover or run two systems for me?

No. The request does not schedule a cutover, operate either system, or promise a parallel-booking period. Any future operating decision remains with the owner.

Request only

Bring the questions. Keep the decisions.

Request a planning conversation about your current system and priorities. A person follows up; nothing changes automatically.