Map
We start by understanding what you actually run today, so nothing important gets left behind.
- Review your current platform and workflows
- List what has to move and what can improve
- Agree on a plan before anything changes
Switch without the disruption
The hardest part of changing platforms? We handle it.
You do not need to rebuild your business, abandon your audience, or spend weeks learning a new system. Cenvi Concierge moves the important work for you, checks it with you, and stays beside you through launch.
Your existing customers come with youYour live events keep runningA real person owns the migration
One ownerA single Concierge lead owns your migration start to finish.
No blank slateYou start with your data and templates in place, not an empty account.
No lost audienceYour past customers and history come across with the move.
Supported launchWe stay beside you through go-live, not just the setup.
A guided handoff
Four steps from we should switch to we are live.
Build
We move what can be exported and rebuild the parts that deserve to work better.
- Import customers, history, and records we can pull
- Rebuild templates, packages, and booking pages
- Set up payments and your booking flow
Verify
We check the workspace with you before anyone relies on it, so launch day holds no surprises.
- Walk through your new setup together
- Test bookings and payments end to end
- Fix and adjust anything that feels off
Launch
We go live with you and stay available while you settle in, not the moment the account is created.
- Switch on your live booking page
- Support your first real bookings
- Hand off cleanly once you are comfortable
Integrations
Works With the Tools You Already Run
Connect once from your dashboard. Your menu, books, contacts and payroll stay in step with Cenvi on their own, with nothing to re-type.
Point of Sale & Events
SquareMenu and catalog import
CloverMenu and catalog import
TripleseatMenu and catalog import
Books, CRM & Payroll
QuickBooksSales, fees and payouts post to your books
HubSpotContacts and deals sync both ways
Cenvi Concierge
We do the heavy lifting. You approve the important decisions.
- We organize the moveA Concierge lead plans the migration, sequences the work, and keeps every piece tracked so nothing slips.
- We move what can be movedWhatever your current platform lets us export comes across: customers, history, records, and links.
- We rebuild what should be improvedThe parts that were clunky before get rebuilt to work the way they should, not copied over broken.
- We stay availableYou are not handed a login and left alone. We stay reachable through launch and your first real bookings.
Who handles what
Plan the migration and sequence the workCenvi leads
Move your customers, history, and recordsCenvi builds
Confirm the plan and the final setupYou approve
Rebuild templates, packages, and pagesCenvi builds
Test bookings and payments before launchWe test together
Announce the switch to your audienceYou send
The questions that stop a switch
What happens to the business you already built?
Will I lose my existing customers?
Your customer list and contact records are part of the migration, not something you rebuild by hand.
We bring across every record your current platform lets us export.
Do my live events keep running?
You do not have to pause bookings or freeze your calendar while the move happens behind the scenes.
Your current setup keeps working until your new one is verified and live.
How long am I stuck learning a new system?
You are not dropped into an empty account with a manual. We set it up and walk you through it.
Most owners are running their real work in days, not weeks.
What if my data does not transfer cleanly?
Every platform exports differently, so we check what came across and rebuild anything that did not.
We verify the import with you and fix gaps before you rely on it.
Will my prices, packages, and terms carry over?
Your packages, pricing, and booking terms get rebuilt in Cenvi so they match how you actually sell.
We rebuild your offers with you and confirm them before launch.
What happens after I am live?
Launch is not the moment we disappear. We stay reachable while you take your first real bookings.
A real person stays available through go-live and your first weeks.
You are not leaving your audience behind
Your past customers, your event history, and your contact records are part of the move. Cenvi Concierge brings over what your current platform lets us export and rebuilds the rest with you, so the people who already trust you find you on day one.
Why make the change now?
The cost of staying is usually hidden in repetition.
When the owner is doing everything alone, the same small losses repeat every week and never show up on a single invoice. Put them side by side and the price of waiting gets hard to ignore.
The question is not whether switching takes effort. It is whether staying keeps charging you more.
- One missed booking$2,500 to $10,000+
- One uncollected depositLost, every time
- Recurring platform feesCharged month after month
- Owner hours spent coordinatingRepeated every week
Switching FAQ
Before you move anything, we answer everything.
How much of the switch do I actually have to do myself?
Very little. Cenvi Concierge plans the move, imports what can be exported, and rebuilds the rest. Your job is to answer a few questions and approve the important decisions.
Can I keep taking bookings while we migrate?
Yes. Your current platform keeps running while we build and verify your Cenvi workspace. You only switch over once the new setup is checked and ready.
What if some of my data will not export?
Every platform limits what it lets you take. We move everything we can pull, then rebuild the rest with you and confirm it is right before you depend on it.
How long does a typical switch take?
Most active setups take days, not months. The exact timing depends on how much you run today and how quickly you can review and approve each step.
What does the switch cost?
Concierge migration is part of getting you onto Cenvi. Bring us your current setup and we will walk you through exactly what the move involves before you commit to anything.
What happens after I go live?
We stay available through launch and your first real bookings. Once you are comfortable running Cenvi on your own, we hand off cleanly, and support is still there when you need it.
Cenvi Rewards
Your Clients Earn Credit When They Book You Here
Corporate buyers like pharma reps, office managers and association organizers book through whichever channel pays them back. Every booking on Cenvi earns your client credit toward their next one. It costs you nothing, and it gives them a reason to come back to you instead of starting over somewhere else.
1
You Pay Nothing for It
The credit comes out of Cenvi's service fee, not your payout. You receive the full amount of every booking, exactly as you do today.
2
It Rewards the Person Who Books
The buyer sees what they will earn before they commit, so the repeat booking lands with you instead of drifting to whoever they call next.
3
It Builds With Every Booking
Credit accumulates and unlocks higher earn rates over time. The longer a client books through Cenvi, the more it costs them to go elsewhere.
4
They Can Cash It Out
Clients can trade their credit for a digital gift card from brands like Amazon, so the reward feels real from the first booking.
Rewards apply to bookings made through Cenvi, including from your own storefront. Program Terms.
Do not switch platforms alone.
Bring us what you have today. We map it, move it, rebuild what should be better, and stay with you until you are live and comfortable running Cenvi on your own.