Making the move to Ovatu Next - Ovatu Help Guides

What is Ovatu Next?

Ovatu Next is a completely fresh version of Ovatu — reimagined and rebuilt from the ground up. It includes all the features you already know and love plus dozens more. It's also faster, more intuitive, more powerful, and beautifully designed.

OvatuNext includes:

The mobile app – designed for everyday use, available on iOS, MacOS and Android
The web app – full access to all features via any web browser, including advanced settings and customisation options
iPhone app - quick and easy access to every day tasks and notifications

The iOS & iWatch apps are available on the Apple App Store. The Android mobile app is available on the Google Play Store.

What improvements will I see?

There's dozens of upgrades in the Next system. Some examples are:

✅ Appointment flow – creating and moving appointments is now smoother and more intuitive

✅ Roster – editing is easier with a clearer, more visual layout

✅ Customer search & filtering – faster dynamic search with powerful filtering tools

✅ Marketing campaigns – an upgraded designer with enhanced tools and options such as drafts and scheduling future send times

✅ Gift cards – a beautiful way to gift and print

✅ User switching – fast, simple switching between accounts and logins

What will change?

You’ll notice a few updates to how logins work:

Everyone logs in with their employee/user details. There is no Location ID login.
Each employee will have a ‘role’, with the account owner having the ‘Owner’ role. Roles will be set up as part of the upgrade wizard and control the permissions for each employee.
Once you upgrade to Ovatu Next, you will no longer have access to use your Classic Ovatu apps.

How do I upgrade to Ovatu Next?

Before switching, please make sure these are in place in your Classic account:

Each employee has a unique email address and a password is saved for them
If the account owner is also a bookable employee, ensure your employee name and email exactly matches the name and email on the Account > Settings page. If they don't, change your employee details to match the owner's details, then after upgrading you're welcome to change them back.

Once that's done you can upgrade in the web app by clicking on Upgrade to Ovatu Next now in the green bar at the top of the page.

The setup wizard will walk you through the rest:

ALL your data (e.g. appointments, customers, services, rosters, etc.) will automatically be in your Next account. No data or settings are lost or changed when upgrading.
You’ll assign a 'role' to each employee, which controls what they can view and edit
The account owner will be given the Owner role with full access to the entire account
Each employee can log into the web app with their email address, and the mobile apps with your domain. E.g. if your mini site is https://funki.book.app/, then your domain is funki.

That’s it—you’re all set!

Welcome to the smoother side of scheduling with Ovatu Next 😄