Define the essentials
List the appointment, client-record, intake, payment and reporting tasks that must work from day one. Separate those requirements from features you might use later.
Test with a realistic session
Include a consultation, a changed appointment, a deposit and a final balance. Ask an artist and the front desk to complete the workflow separately. Record which steps require manual entry.
Plan the transition
Check data export and import, attachments, account permissions and client communication. Move a sample first, keep your original records and decide who checks the results.
Vendor perspective and next steps
This guide is published by InkFlow. It offers evaluation criteria rather than an independently tested league table. Review current provider documentation and validate your essential workflow before committing.