Migrar desde SimplePractice
a SchedulingKit
Step-by-step guide to migrating your scheduling from SimplePractice to SchedulingKit. Transfer your booking setup, intake forms, and client workflow.
La migración de SimplePractice a SchedulingKit toma aproximadamente 1-2 hours. Esta guía paso a paso cubre la exportación de datos, la configuración de la cuenta y la puesta en marcha. Compara ambos en nuestro SimplePractice desglose de alternativas.
Qué se transfiere
Se puede transferir
- Appointment types and durations
- Client contact list (via CSV export)
- Business hours and availability
- Intake form questions (recreate manually)
- Payment processing setup (reconnect Stripe)
No se puede transferir
- Clinical documentation (SOAP notes, treatment plans)
- Insurance billing history and claims
- Telehealth session recordings
- Historical appointment data
- Client payment history
Pasos de migración
Sigue estos pasos para completar tu migración en 1-2 hours
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.
💡 Consejos:
- •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
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.
💡 Consejos:
- •Export client contact information
- •Screenshot your appointment type settings
- •Note your intake form questions
- •Record your availability/scheduling rules
Create Your SchedulingKit Account
Sign up for SchedulingKit (free plan available). During onboarding, set up your profile with your practice information.
💡 Consejos:
- •Use your practice name for branding consistency
- •Choose a booking page URL similar to your SimplePractice link
Recreate Appointment Types
Set up your services in SchedulingKit — session types, durations, pricing, and buffer times. Most settings map directly from SimplePractice.
💡 Consejos:
- •Match session durations exactly (50-min, 60-min, etc.)
- •Set up buffer times between sessions
- •Configure pricing for self-pay clients
Build Intake Forms
Recreate your intake forms using SchedulingKit's form builder. Copy questions from your SimplePractice intake paperwork.
💡 Consejos:
- •Focus on scheduling-relevant questions
- •Add consent and cancellation policy acknowledgments
- •Keep clinical screening in your EHR if applicable
Connect Integrations
Connect your calendar (Google, Outlook), video conferencing (Zoom, Google Meet), and payment processor (Stripe).
💡 Consejos:
- •Connect your calendar first to prevent double-bookings
- •Set up Zoom or Meet for virtual sessions
- •Configure Stripe for client payments
Update Your Booking Links
Replace SimplePractice booking links on your website, Psychology Today profile, therapist directories, and email signature.
💡 Consejos:
- •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
Comparación de características
Cómo las características de SimplePractice se comparan con SchedulingKit
| Función | SimplePractice | SchedulingKit |
|---|---|---|
| Online Booking | Client booking portal | Booking page + AI chatbotSchedulingKit adds AI-powered booking |
| Intake Forms | Custom intake & consent forms | Custom form builderSimilar functionality |
| Reminders | Email & text reminders | Email & SMS remindersSimilar functionality |
| Payments | Stripe integration | Stripe + PayPalSchedulingKit adds PayPal option |
| Telehealth | Built-in video | Via Zoom/MeetSimplePractice built-in video is more convenient |
| SOAP Notes | Built-in templates | Not includedUse a separate EHR for clinical documentation |
| Insurance Billing | Built-in claims | Not includedUse dedicated billing software if needed |
Qué Esperar
Lo Que Ganarás
- 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
Cosas a Considerar
- 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
Preguntas sobre la Migración
Should I fully replace SimplePractice or use both?
If you use SimplePractice primarily for scheduling and intake, a full switch saves the most money. If you rely on clinical documentation and insurance billing, consider keeping SimplePractice on the Starter plan ($29/mo) for clinical tools while using SchedulingKit for booking.
Will my clients notice the change?
The booking experience will look different but remain intuitive. Most clients care about ease of booking, not the platform behind it. Send a brief email with your new booking link to regular clients.
What about my therapy notes and documentation?
SchedulingKit doesn't handle clinical documentation. If you need SOAP notes and treatment plans, keep a separate EHR tool. Your existing SimplePractice notes stay accessible as long as your account is active.
Can SchedulingKit handle my cancellation policy?
Yes. You can set cancellation windows, require deposits, and include your cancellation policy in intake forms and confirmation emails.
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 SimplePractice?
Únete a miles que ya hicieron el cambio. La migración toma solo 1-2 hours. Empieza gratis hoy.
Plan gratuito para siempre • Sin tarjeta de crédito