Complete migration guide. 1 hour. easy difficulty.
$29/month → $279 once. Every step documented.
Switching from Square Appointments / Square Invoices to Helix takes 1 hour. Square Appointments / Square Invoices at $29/month costs $1,168 over 3 years. Helix is $279 once — you save $889 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. Square users often started with Square because it was free and simple. You've likely outgrown it — that's why you're looking at Helix. The transition is gentle because you keep Square for payments but gain real job management with Helix.
Before you do anything in Helix, get your data out of Square Appointments / Square Invoices. This is the most important step — once you have your export files, the rest is straightforward.
With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.
After import, work through this checklist during your first week. Keep Square Appointments / Square Invoices active as a backup until you have checked everything off.
Once everything checks out: cancel your Square Appointments / Square Invoices subscription. Download a final backup for your records first.
Square Appointments / Square Invoices at $29/month costs $348 in year one. With 11.4% annual SaaS inflation, year two costs $388 and year three costs $432. Over 3 years: $1,168. Over 5 years: $2,185. Helix is $279 once. You save $889 over 3 years. The migration takes 1 hour. The break-even point is 10 months. After that, every dollar Square Appointments / Square Invoices would have charged you stays in your pocket.
No. Keep Square for payment processing — it's free until you process payments. Cancel Square Appointments if you're using Helix Bookings. Square Invoices can be replaced by Helix Invoices.
You can, but you'd be managing two systems. Better to migrate fully to Helix Bookings and update your website/links.
Not directly. You include your Square payment link on Helix invoices. Payments appear in Square, invoice status updates in Helix manually or via bank reconciliation.
30-day money-back guarantee. Export from Square Appointments / Square Invoices first, then decide.
Guide updated March 2026. Pricing verified.