SchedulingKit
1-2 StundenModerate Migration

Migrieren von Cliniko
zu SchedulingKit

Umfassender Leitfaden für die Migration von Cliniko zu SchedulingKit. Übertragen Sie Ihre Buchungseinstellungen, Patientenkontakte und Terminabläufe.

Die Migration von Cliniko zu SchedulingKit dauert etwa 1-2 Stunden. Diese Schritt-für-Schritt-Anleitung behandelt den Datenexport, die Kontoeinrichtung und die Inbetriebnahme. Vergleichen Sie beide in unserem Cliniko Alternativen-Vergleich.

Was übertragen wird

Kann übertragen werden

  • Patientenkontaktdaten (als CSV exportieren)
  • Terminarten und -dauern
  • Verfügbarkeiten und Zeitpläne der Praktiker
  • Unternehmensinformationen und Branding
  • Präferenzen für die Patientenkommunikation

Kann nicht übertragen werden

  • Klinische Notizen und SOAP-Vorlagen (Cliniko-spezifisches Format)
  • Behandlungshistorien und Patientenakten
  • Rechnungsstellungshistorie und Finanzunterlagen
  • Aufzeichnungen von Telehealth-Sitzungen
  • Briefvorlagen und klinische Dokumente
Schritt-für-Schritt-Anleitung

Migrationsschritte

Folgen Sie diesen Schritten, um Ihre Migration in 1-2 Stunden abzuschließen

01

Export Your Cliniko Data

Log into Cliniko and export your patient list, appointment types, and business settings. Cliniko allows CSV exports of patient data from the Patients section.

💡 Tipps:

  • Export patient contacts as CSV, this includes names, emails, phone numbers
  • Screenshot your appointment type settings (durations, prices, descriptions)
  • Note your practitioner schedules and availability windows
  • Document your SMS/email notification templates
02

Create Your SchedulingKit Account

Sign up for SchedulingKit (free). You can start with the free plan and upgrade later once your migration is complete.

💡 Tipps:

  • Use the same business email for consistency
  • Set up your business profile with the same branding as Cliniko
03

Recreate Your Appointment Types

Set up your appointment types in SchedulingKit to match your Cliniko services. Map durations, buffer times, and pricing.

💡 Tipps:

  • Match appointment durations and buffer times exactly
  • Set up pricing if you collect payments at booking
  • Configure intake forms to capture the information you need
  • Group related services for easy client navigation
04

Set Up Practitioner Schedules

Configure each practitioner's availability in SchedulingKit. Set working hours, break times, and any recurring unavailability.

💡 Tipps:

  • Connect Google or Outlook calendars to sync existing commitments
  • Set up buffer times between appointments for clinical transitions
  • Configure practitioner-specific appointment types if needed
05

Configure Notifications and Reminders

Set up email and SMS reminders in SchedulingKit to match your Cliniko communication workflow. Configure confirmation emails, appointment reminders, and follow-ups.

💡 Tipps:

  • Match your existing reminder timing (e.g., 24 hours before)
  • Customize email templates with your practice branding
  • Test notifications with a sample booking before going live
06

Update Your Booking Links

Replace your Cliniko online booking links across your website, social media, Google Business Profile, and email signatures with your new SchedulingKit booking page.

💡 Tipps:

  • Update your website booking buttons and links first
  • Update your Google Business Profile booking URL
  • Notify patients via email about the new booking system
  • Consider running both systems in parallel for 1-2 weeks

Funktionsvergleich

Wie die Funktionen von Cliniko zu SchedulingKit passen

FunktionClinikoSchedulingKit
Online BookingCliniko booking pageBooking pages with AI chatbot option
SMS RemindersBuilt-in SMS (usage-based billing)SMS reminders included
Email NotificationsAutomated emailsAutomated emails with templates
Calendar SyncGoogle, Outlook syncGoogle, Outlook, Apple sync (free)
Payment CollectionStripe integrationStripe built-in
Clinical NotesFull SOAP notes and templatesNot available, use separate clinical softwareCliniko's clinical notes don't transfer to any scheduling tool
TelehealthBuilt-in video consultationsVia Zoom/Meet integrations
AI ChatbotNot availableIncluded in Pro plan
AI Voice AgentNot availableIncluded in Pro planHandles phone bookings 24/7

Was Sie Erwartet

Was Sie Gewinnen

  • Free plan available, no minimum $49/month commitment
  • AI chatbot and voice agent for 24/7 automated booking
  • AI CRM for client relationship management beyond clinical records
  • Broader use, scheduling works for any part of your business, not just clinical appointments
  • Lower per-practitioner costs ($12/seat vs $49+ flat rate)
  • Lead capture and marketing automation tools

Zu Bedenken

  • Clinical notes and SOAP templates (use a dedicated EHR if needed)
  • Treatment history tracking across patient visits
  • Built-in telehealth (use Zoom or Google Meet integration instead)
  • Cliniko's specific health-focused reporting and analytics
  • Letter templates and clinical document generation
Häufig gestellte Fragen

Fragen zur Migration

Weiterführende Lektüre

Bereit, von Cliniko zu wechseln?

Schließen Sie sich Tausenden an, die gewechselt haben. Die Migration dauert nur 1-2 Stunden. Starten Sie noch heute kostenlos.

Für immer kostenloser Plan • Keine Kreditkarte erforderlich

When this isn't for you

This is not for you if you're staying with your current platform. The migration walkthrough only matters when you've already decided to switch. Skip if you're still evaluating options.