SchedulingKit
1-2 StundenModerate Migration

Migrieren von SimplePractice
zu SchedulingKit

Schritt-für-Schritt-Anleitung zur Migration Ihrer Terminplanung von SimplePractice zu SchedulingKit. Übertragen Sie Ihre Buchungseinstellungen, Aufnahmeformulare und den Kundenworkflow.

Die Migration von SimplePractice 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 SimplePractice Alternativen-Vergleich.

Was übertragen wird

Kann übertragen werden

  • Terminarten und -dauern
  • Kundenkontaktliste (über CSV-Export)
  • Öffnungszeiten und Verfügbarkeit
  • Fragen zu Aufnahmeformularen (manuell neu erstellen)
  • Einrichtung der Zahlungsabwicklung (Stripe erneut verbinden)

Kann nicht übertragen werden

  • Klinische Dokumentation (SOAP-Notizen, Behandlungspläne)
  • Versicherungsabrechnungshistorie und Ansprüche
  • Aufzeichnungen von Telehealth-Sitzungen
  • Historische Termindaten
  • Kundenzahlungshistorie
Schritt-für-Schritt-Anleitung

Migrationsschritte

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

01

Audit Your SimplePractice Usage

Review which SimplePractice features you actively use. If you rely heavily on clinical documentation and insurance billing, you may want to keep SimplePractice for those while using SchedulingKit for booking.

💡 Tipps:

  • List the features you use weekly vs. rarely
  • Check if you use telehealth, SOAP notes, or insurance billing
  • Consider a hybrid approach if you need clinical tools
02

Export Your Client Data

Export your client list from SimplePractice. Go to your client list and export contacts as CSV. Note your appointment types, durations, and pricing.

💡 Tipps:

  • Export client contact information
  • Screenshot your appointment type settings
  • Note your intake form questions
  • Record your availability/scheduling rules
03

Create Your SchedulingKit Account

Sign up for SchedulingKit (free plan available). During onboarding, set up your profile with your practice information.

💡 Tipps:

  • Use your practice name for branding consistency
  • Choose a booking page URL similar to your SimplePractice link
04

Recreate Appointment Types

Set up your services in SchedulingKit, session types, durations, pricing, and buffer times. Most settings map directly from SimplePractice.

💡 Tipps:

  • Match session durations exactly (50-min, 60-min, etc.)
  • Set up buffer times between sessions
  • Configure pricing for self-pay clients
05

Build Intake Forms

Recreate your intake forms using SchedulingKit's form builder. Copy questions from your SimplePractice intake paperwork.

💡 Tipps:

  • Focus on scheduling-relevant questions
  • Add consent and cancellation policy acknowledgments
  • Keep clinical screening in your EHR if applicable
06

Connect Integrations

Connect your calendar (Google, Outlook), video conferencing (Zoom, Google Meet), and payment processor (Stripe).

💡 Tipps:

  • Connect your calendar first to prevent double-bookings
  • Set up Zoom or Meet for virtual sessions
  • Configure Stripe for client payments
07

Update Your Booking Links

Replace SimplePractice booking links on your website, Psychology Today profile, therapist directories, and email signature.

💡 Tipps:

  • Update your website booking widget or link
  • Update therapist directory profiles
  • Update your email signature booking link
  • Notify regular clients of the new booking process

Funktionsvergleich

Wie die Funktionen von SimplePractice zu SchedulingKit passen

FunktionSimplePracticeSchedulingKit
Online BookingClient booking portalBooking page + AI chatbotSchedulingKit adds AI-powered booking
Intake FormsCustom intake & consent formsCustom form builderSimilar functionality
RemindersEmail & text remindersEmail & SMS remindersSimilar functionality
PaymentsStripe integrationStripe + PayPalSchedulingKit adds PayPal option
TelehealthBuilt-in videoVia Zoom/MeetSimplePractice built-in video is more convenient
SOAP NotesBuilt-in templatesNot includedUse a separate EHR for clinical documentation
Insurance BillingBuilt-in claimsNot includedUse dedicated billing software if needed

Was Sie Erwartet

Was Sie Gewinnen

  • Free plan or significantly lower monthly cost ($12/seat vs. $29-99/mo)
  • AI chatbot that books appointments while you're in session
  • Smart scheduling that optimizes your calendar
  • Multi-industry flexibility if you expand services
  • No payment for clinical tools you may not use
  • Modern API for custom integrations

Zu Bedenken

  • Built-in telehealth video (use Zoom/Meet instead)
  • Clinical documentation and SOAP notes (use a separate EHR)
  • Insurance claim filing (use dedicated billing software)
  • SimplePractice's therapist-specific community and resources
Häufig gestellte Fragen

Fragen zur Migration

Weiterführende Lektüre

Bereit, von SimplePractice 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.