How to export your customer data from KennelBooker
Short answer
You can export your customers and their contact details from KennelBooker in Reports, by choosing the Customer list and exporting it to Excel or CSV at the bottom of the screen. KennelBooker's help centre documents no spreadsheet export of bookings or invoices. Ask KennelBooker in writing for those before you cancel.
- 2 days
- In writing
- No contract
Download your data
- 1Open Reports
- 2Choose Customer from the dropdown
- 3Scroll to the very bottom of the screen
- 4Export to CSV
- 1Open the transport page and use the export at the bottom
- 2Open the Pets Report as well and see whether your account offers an export on it
- 1Open each booking and open its invoice or receipt as a PDF
- 2Print it or save it
- 3If you connected QuickBooks or Xero, keep the records held there too
Before you leave KennelBooker
- 1Email KennelBooker and ask for your bookings, customers and pets as CSV files
- 2Keep KennelBooker's reply
KennelBooker also has a read only API for bookings, customers and pets, and you create the key in the Developer API area of your account. It returns data in a technical format called JSON, so this route needs someone comfortable with code.
- 1Open each customer and save the signed waivers you need
- 2Save the documents uploaded to customer and pet records
- 1Check every active subscription you set up in KennelBooker
- 2Decide which to stop
- 1Email sarah@kennelbooker.com at least 2 days before your next billing date
- 2Keep their reply
No download, so keep your own copy
- Signed waiversWhen and from which IP address, on each customer
- Documents and photosOn each customer and pet record
- Email and SMS historyKept on each customer
- Notes and incident reportsKept against customers and bookings
Good to know
Notice and refunds
KennelBooker's pricing page says no contracts. Its terms ask for at least 24 hours' notice before your next payment date on a monthly plan, and changes to subscriptions in writing to sarah@kennelbooker.com at least 2 days before your next billing date.
Email at least two days before your billing date to be safe, and keep the reply. KennelBooker does not offer refunds. On an annual plan, the terms allow a refund if you tell KennelBooker within 3 working days of the plan rolling over.
What happens to cards and subscriptions
KennelBooker connects to your own Stripe account with Connect with Stripe, and payments go straight into it. Card numbers are handled by Stripe. When you add a recurring subscription in KennelBooker, it is sent to your linked Stripe account, and Stripe charges the card on file when each payment is due.
KennelBooker's pages do not say whether those subscriptions keep charging after you leave. Check every active subscription before you cancel and decide which to stop.
What happens to your data after you leave
KennelBooker's terms say the data is your exclusive property, and its GDPR page says you remain the data controller. Its pages give no number of days before a closed account is deleted.
Its comparison page says you can export after you have left, but no page explains how, so get your exports while your account is open.
We move you over
Bring your KennelBooker customers into Genera
We built Genera to look after Duncan's Dog Co, our licensed daycare in Surrey. When a daycare or kennel comes to us from KennelBooker, this is how the move works.
- 1You upload your KennelBooker export yourself.Inside your Genera account, you bring in owners and their pets from a CSV file, with names, contact details, address, breed, date of birth, microchip and notes. You can download a template that shows the columns, so nobody has to type every dog in again.
- 2Nobody gets an email until you are ready.Owners go in without a portal invite. When you want them on board, one button invites everyone who hasn't got access yet.
- 3You keep KennelBooker going for a month.It is monthly, so take the same bookings in both and give notice once you are happy. The 30 day free trial has every feature switched on, with no card to start.
- 4Bookings start in Genera.Owners and pets come across, and bookings don't, so each owner books their regular days in Genera once they have their invite.
- 5Payments go to you.Owners pay by card or Direct Debit through your own Stripe or GoCardless account, whichever you switch on, or by bank transfer. Direct Debits don't move across from another system. If you switch Direct Debit on, owners set it up before they can make their first booking, so there are no reminders to chase.
Plans are £50, £75 or £99 a month, with no setup fee and no contract.
A hand with the file? Email help@generasoftware.com
Questions people ask
QCan I export bookings from KennelBooker?
QHow much notice does KennelBooker need?
QDoes KennelBooker give refunds?
QWho owns my data in KennelBooker?
QWill my customers' saved cards move with me?
Sources
- KennelBooker help centre: Export customer data
- KennelBooker help centre: Transport organisation
- KennelBooker help centre: Setup guide
- KennelBooker help centre: Customer history page
- KennelBooker help centre: Print out an invoice
- KennelBooker help centre: Digital booking waivers
- KennelBooker help centre: Uploading documents to customer and pet records
- KennelBooker help centre: Stripe recurring subscriptions
- KennelBooker API
- KennelBooker comparison page: Revelation Pets alternative
- KennelBooker terms
- KennelBooker GDPR compliance
Duncan
Founder of Genera and owner of Duncan's Dog Co
Duncan has run Duncan's Dog Co, a licensed dog daycare in Surrey, since 2011. Genera is the software he built to run it, shaped by what actually works day to day, not theory.
Moving from another system?