Ask for your move
When you create your Sable account, tell us which platform you use today and choose to have Sable move your book for you. You can also agree there to texts from Sable about your move. If you do, you’ll get a text confirming we received your request, and your specialist can text you with questions while they work. Reply STOP at any time to turn those texts off.What you’ll receive
When your specialist is ready, Sable emails the account owner a message titled Authorize your move from [your platform] to Sable. It always goes to the owner email on your Sable account, and it names the specialist working with you. The link in it is yours alone and works for seven days.1
Read and sign
Open Review and sign. The page shows the Migration Authorization:
what the specialist will do in your old account (view and export your
information) and what they will never do (change settings, contact your
clients, move appointments, or touch payments). Sign in the signature box
with your finger or mouse, then select I agree. You sign as the owner
named on your Sable account. No Sable sign-in is needed.One box on the page is optional: check it only if your clients opted in
to marketing messages on your old platform and you want those opt-ins to
carry over. Leave it unchecked and no client is opted in to marketing.
2
Enter your old platform's login
On the same page, enter the sign-in page, username, and password for your
old platform. Add a note if the specialist should know something, like
“codes go to my cell.” The page never shows your login back, even to you.
3
Keep your phone nearby on the call
Most platforms send a verification code when someone signs in from a new
device. During your scheduled call, share that code with your specialist.
What happens to your login
- It is encrypted as soon as you submit it.
- Only the specialist assigned to your move can view it, one piece at a time, and every view is recorded.
- It is never sent by email or text, and never given to any automated system.
- It stays stored until your information has been moved into Sable, so your specialist can go back in if anything was missed. It is deleted as soon as your move is complete, or 14 days after you entered it, whichever comes first.
If your link doesn’t work
- This link has expired. Links work for seven days. Ask your specialist to send a new one.
- A newer link was sent. Each new email replaces the one before it. Open the most recent email from Sable.
- This authorization is complete. Your move is finished and your login has already been deleted. Nothing else is needed.