Migrar desde Dubsado
a SchedulingKit
Guía completa para migrar su programación de Dubsado a SchedulingKit. Configure reservas avanzadas con automatización de IA en menos de una hora.
La migración de Dubsado a SchedulingKit toma aproximadamente 30-60 minutos. Esta guía paso a paso cubre la exportación de datos, la configuración de la cuenta y la puesta en marcha. Compara ambos en nuestro Dubsado desglose de alternativas.
Qué se transfiere
Se puede transferir
- Tipos de citas y duraciones
- Lista de contactos de clientes (a través de exportación CSV)
- Horas de atención y disponibilidad
- Preguntas del formulario de admisión (recrear manualmente)
- Colores de marca y logotipo
No se puede transferir
- Propuestas, contratos y facturas (específicos de Dubsado)
- Automatizaciones de flujo de trabajo (recrear automatizaciones de reservas en SchedulingKit)
- Datos históricos de citas
- Historial de proyectos y notas de clientes
- Registros de transacciones de pago
Pasos de migración
Sigue estos pasos para completar tu migración en 30-60 minutos
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.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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.
💡 Consejos:
- •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
Comparación de características
Cómo las características de Dubsado se comparan con SchedulingKit
| Función | 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 |
Qué Esperar
Lo Que Ganarás
- 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
Cosas a Considerar
- 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
Preguntas sobre la Migración
Lecturas adicionales
- G2: Reseñas de software de programación — Compara plataformas de programación antes de cambiar.
- Software de programación en Capterra — Reseñas y comparaciones independientes.
¿Listo para cambiar desde Dubsado?
Únete a miles que ya hicieron el cambio. La migración toma solo 30-60 minutos. Empieza gratis hoy.
Plan gratuito para siempre • Sin tarjeta de crédito
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.