The jobs a switch was supposed to fix were never in the booking software
A booking platform keeps the calendar and takes the money. The jobs that leak revenue sit around it: Jess calls during a laser pass and reaches voicemail, and Dana's filler patients drift past their interval with no message sent. A new platform changes how the desk books and checks out. It leaves those jobs open, and a demo rarely says so. So write the want that sent you searching, and mark whether a calendar can do it or a system around the calendar does it. The mark decides whether you are shopping at all.
Five things leave Mangomint, each by its own route
- The calendar history leaves as an export, and its visit dates are what the comeback timing is read from; check that dates and services survive the file.
- Client profiles leave as a list; what the new platform does with notes and preferences is a question to ask before, never after.
- Forms, including consents, leave as files that someone re-links to each patient by hand.
- Memberships leave one at a time, because each patient re-authorizes the card on the new side. The terms patients were told carry over, and what is owed on each is for counsel and your accountant.
- Point-of-sale history, package balances and gift cards leave as money already paid; how an unused balance is honored is for counsel and your accountant to confirm. The chart is separate: it lives in your record system, it is the legal record of care, and moving it is its own project with its own rules.
Who owns each step of the move
| Step | Moves, stays or ends | Who owns it |
|---|---|---|
| Export the calendar, the client list and sales | Moves, as files checked before the old login closes | Priya, with the owner reading the files |
| Re-link forms and consents | Moves, by hand, one patient at a time | One named person with a checklist |
| Re-enroll memberships | Moves, with each patient re-authorizing | The desk, from a written script |
| Honor package and gift balances | Ends on the terms patients were told | The owner, with counsel and the accountant on what is owed |
| The chart, the photos and the consents in the record system | Stays; a separate project if it ever moves | The medical director |
| The phone, the comeback and the reports | Stays, re-pointed at the new calendar after the overlap | NorthCore |
Answer these about your own practice before you compare vendors
- Which want on your list is a desk problem, and which is a growth-system problem?
- How many memberships, open packages and gift cards are live today, and who would re-create each?
- What does your agreement say about the notice window, the export format and the data you may take? Read it with counsel.
- How many hours would the desk spend booking in two places during the overlap period, and how many would each provider spend? Platform prices are on each vendor's pricing page; the hours are yours to count.
- For any platform you consider: will it sign a Business Associate Agreement, where is patient information stored, and who at the vendor can see it? Confirm with counsel what your practice needs.
- Which pages, profiles and bios link to the Mangomint booking page, and who updates them on switch day?
Around Mangomint, the system does the same ten jobs on either side of a switch
The Mangomint calendar is the visit-date source, and that is where NorthCore starts. Each patient's last service and date, read against the interval your medical director sets, gives the list of who is due this week. The sales history beside it gives revenue by provider and service and the no-show count, and each treatment's margin is costed to the needle and the nurse's time. That reading sets the strategy; the system carries it out. Calls are answered on your number and land in the Mangomint calendar as bookings. The due list gets a message in Dana's voice, and the reply is worked until it books. Memberships and parties are priced from margin with the six calculators at /tools/, and one page carries the numbers every evening. Switch later, and the same system points at the new calendar once the overlap ends; it never touched a chart. The page for Mangomint shows what stays in it and what connects.
How to decide in two weeks
- Day one: write every want, and mark each as desk or growth system.
- Day two: send the agreement to counsel with the notice, export and data clauses marked.
- Day three: pull one month of calendar history and sales out of Mangomint and read the files.
- Days four to six: count live memberships, packages and gift cards, and write how each would be honored, as your accountant confirms what is owed.
- Days seven to nine: cost the overlap period in desk hours and provider hours.
- Days ten to twelve: put the BAA, data-location and export questions to each remaining vendor in writing.
- Days thirteen and fourteen: decide, and if every want was a growth-system want, build around Mangomint and stop shopping.
What to do next
NorthCore builds Fill the calendar and Know your numbers around Mangomint, leaving the calendar and checkout in place: numbers read from it, strategy priced from margin, phone answered, comeback timed. It is scoped in writing and covered by the promise on this site: results in 90 days, or we keep working until you have them.
