Migrieren von Dubsado
zu SchedulingKit
Umfassender Leitfaden zur Migration Ihrer Terminplanung von Dubsado zu SchedulingKit. Richten Sie fortgeschrittene Buchungen mit KI-Automatisierung in weniger als einer Stunde ein.
Die Migration von Dubsado zu SchedulingKit dauert etwa 30-60 Minuten. Diese Schritt-für-Schritt-Anleitung behandelt den Datenexport, die Kontoeinrichtung und die Inbetriebnahme. Vergleichen Sie beide in unserem Dubsado Alternativen-Vergleich.
Was übertragen wird
Kann übertragen werden
- Terminarten und -dauern
- Kundenkontaktliste (via CSV-Export)
- Öffnungszeiten und Verfügbarkeit
- Fragen im Aufnahmeformular (manuell neu erstellen)
- Branding-Farben und Logo
Kann nicht übertragen werden
- Vorschläge, Verträge und Rechnungen (Dubsado-spezifisch)
- Workflow-Automatisierungen (Buchungsautomatisierungen in SchedulingKit neu erstellen)
- Historische Termindaten
- Kundenprojektverlauf und Notizen
- Zahlungstransaktionsaufzeichnungen
Migrationsschritte
Folgen Sie diesen Schritten, um Ihre Migration in 30-60 Minuten abzuschließen
Export Your Dubsado Client Data
Log into Dubsado and export your client list. Go to your client list and export contacts as CSV. Note your appointment types, durations, and pricing.
💡 Tipps:
- •Screenshot your scheduler settings and appointment types
- •Export your client list with email addresses
- •Note any intake form questions you want to recreate
- •Save your branding settings (colors, logo) for reference
Create Your SchedulingKit Account
Sign up for SchedulingKit (free). During onboarding, you'll set up your booking page with your branding.
💡 Tipps:
- •Use the same business email for continuity
- •Upload your logo and match branding colors from Dubsado
- •Choose a custom booking URL similar to your Dubsado link
Set Up Your Appointment Types
Recreate your Dubsado appointment types in SchedulingKit. Add durations, pricing, and intake questions. Take advantage of features Dubsado didn't have, like round-robin and group scheduling.
💡 Tipps:
- •Start with your most-booked appointment types
- •Add buffer times between appointments
- •Set up intake forms matching your Dubsado questions
- •Enable AI chatbot booking for 24/7 automated scheduling
Connect Calendar and Payment Integrations
Sync your Google Calendar or Outlook to prevent double-bookings. Connect Stripe or PayPal for payment collection.
💡 Tipps:
- •Connect your primary calendar first
- •Reconnect Stripe or PayPal for payment processing
- •Set up automated email and SMS reminders
Update Your Booking Links
Replace Dubsado scheduler links in your email signature, website, social profiles, and any automated workflows that reference your old booking page.
💡 Tipps:
- •Update your website booking button or embed widget
- •Change links in email signatures and templates
- •Update any lead capture forms that link to scheduling
- •Notify regular clients with an email about the new link
Decide What to Do with Dubsado
If you only used Dubsado for scheduling, cancel your subscription. If you still need proposals, contracts, or invoicing, keep Dubsado for those and use SchedulingKit for booking.
💡 Tipps:
- •Many freelancers keep Dubsado for invoicing and use SchedulingKit for booking
- •If canceling, wait until your billing cycle ends
- •Consider a simpler invoicing tool if Dubsado feels like overkill
Funktionsvergleich
Wie die Funktionen von Dubsado zu SchedulingKit passen
| Funktion | Dubsado | SchedulingKit |
|---|---|---|
| Appointment Booking | Basic calendar scheduler | Advanced scheduling with AI chatbotMajor upgrade with AI-powered booking |
| Group Scheduling | Not available | Group events, round-robin, collectiveNew capability not available in Dubsado |
| Intake Forms | Customizable forms | Custom intake forms per event typeBoth support forms, SchedulingKit ties them to booking |
| Payment Collection | Built-in invoicing | Stripe + PayPal at bookingDifferent model, Dubsado invoices, SchedulingKit collects at booking |
| Reminders | Email reminders | Email + SMS remindersSchedulingKit adds SMS on Pro plan |
| Client Communication | Email within portal | Automated booking confirmations + AI follow-upsDifferent approach, booking-focused vs project-focused |
| Custom Branding | Full brand customization | Branded booking pages on Standard+Both support branding |
Was Sie Erwartet
Was Sie Gewinnen
- AI chatbot booking for 24/7 automated appointment scheduling
- Round-robin and collective scheduling for team booking
- A free plan with unlimited event types (Dubsado has no free plan)
- Modern, mobile-optimized booking pages
- Faster setup, minutes instead of hours
- SMS reminders to reduce no-shows
Zu Bedenken
- Proposals and contracts (use a separate tool like PandaDoc or HelloSign)
- Invoicing with payment schedules (use a tool like Wave, FreshBooks, or Stripe Invoicing)
- Deep workflow automation across the full client lifecycle
- Client portal with project tracking
Fragen zur Migration
Weiterführende Lektüre
- G2: Bewertungen von Planungssoftware — Vergleichen Sie Terminplanungs-Plattformen vor dem Wechsel.
- Terminplanungssoftware auf Capterra — Unabhängige Bewertungen und Vergleiche.
Bereit, von Dubsado zu wechseln?
Schließen Sie sich Tausenden an, die gewechselt haben. Die Migration dauert nur 30-60 Minuten. Starten Sie noch heute kostenlos.
Für immer kostenloser Plan • Keine Kreditkarte erforderlich
Weitere Migrationsleitfäden
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.