Consolidate your rental tool, waiver tool, staff scheduler, survey tool, maintenance log and POS into one system. This self-serve guide walks through export, CSV prep, import, payment re-linking, and cutover — typically 5–7 business days end-to-end. No concierge service, no hidden add-ons.
From
To
WHY OPERATORS SWITCH
The common thread: operators stop wanting their rental tool in one app, waivers in another, staff scheduling in a third, surveys in a fourth. Here's what usually triggers the move.
Booqable for rentals, a separate tool for digital waivers, another for staff scheduling, another for reviews & surveys, spreadsheets for maintenance. Five logins, five subscriptions, five places to update when something changes.
Booqable markets tour-booking as an add-on, but it doesn't ship tour-operator-first features like per-participant pricing, guide assignment, or waiver management. Running two platforms stops making sense fast.
Booqable's POS is the mobile app — workable for occasional walk-ins, friction at volume. Dedicated POS with customer-facing displays and receipt printers is a different product.
Booqable's AI is a product-description generator launched January 2024. Useful, but not an AI assistant that answers customers, drafts emails, or handles follow-ups. EquipDash ships Dash AI + autonomous Agents natively.
BEFORE YOU START
Do these three things first. They prevent the most common migration problems.
STEP BY STEP
Each step assumes the previous one is complete. Run them sequentially, not in parallel.
In Booqable, each list view (Orders, Customers, Products, Payments, Reports) has an export button. It generates a CSV matching the columns on screen, with filters applied. Trackable products export one row per stock item — a product with 10 stock items produces 10 rows.
Pull these CSVs, in this order:
Booqable's CSV columns don't match EquipDash's import templates exactly. You'll need to remap a few fields. Download our import templates from inside the EquipDash trial (Settings → Import), then:
Keep a copy of the original Booqable CSVs untouched. You'll want them if anything looks off after import.
Import in this order: Products → Customers → Open orders. Don't try to import historical orders — EquipDash treats your switch date as day zero, and customer history migrates as a note on each customer record rather than as orders.
Booqable only integrates with Stripe. If you're staying on Stripe, you can connect the same Stripe account to EquipDash — no customer-side re-entry needed. If you want a different gateway, you'll need to set up new saved-card flows for returning customers.
For one week, take new bookings in EquipDash while Booqable fulfils anything already booked there. Keep Booqable's read access open for 60 days as your reconciliation safety net — not just the trial period.
AFTER MIGRATING
Most operators cancel 3–4 other subscriptions within the first month. Here's what's built into EquipDash that you're likely paying for elsewhere right now.
HONEST WARNINGS
We'd rather tell you up front than have you discover it day three.
Historical order data imports as notes attached to each customer, not as EquipDash bookings. Year-over-year customer insights are preserved, but analytics starts fresh from your cutover date.
Booqable's bundles export as denormalised rows. Rebuilding them as EquipDash products with child SKUs is the cleanest path — budget 30 minutes if you have under 20 bundles, longer above.
If you stay on Stripe, saved cards re-link automatically. If you switch gateways, returning customers will need to re-enter card details at next booking. Plan a friendly "we upgraded our system" email.
Your Booqable reports don't map 1:1 to EquipDash's. Export your last 12 months from Booqable before you cancel — those CSVs are the only record of pre-switch performance you'll keep.
Copy-paste your Booqable email templates into a doc before cutover. EquipDash's template editor uses different variables, so you'll adapt them by hand — copy each one in under an hour.
We don't offer paid migration. This guide is what we'd tell you on a call. If you hit a block, email support — but we won't run the migration for you.
MIGRATION FAQ
Everything operators ask before pulling the trigger. If yours isn't here, contact support.
Contact Us5–7 business days end-to-end for most single-location shops. Multi-location or high-product-count businesses may run 10–14 days. The bottleneck is usually email-template rewriting and waiver rebuild, not data import. Most operators then spend another 1–2 weeks consolidating their other tools (waivers, surveys, staff scheduling) into EquipDash and cancelling those subscriptions.
Import your Booqable CSVs, cancel your waiver, survey, staff and POS add-ons. Run both platforms in parallel for a week, then make the call. No credit card, no sales calls, no pressure.
