Migrar desde Thryv
a SchedulingKit
Guía completa para migrar de Thryv a SchedulingKit. Transfiera sus datos de clientes, configuraciones de reservas y prepárese para la programación impulsada por IA.
La migración de Thryv a SchedulingKit toma aproximadamente 1-2 horas. Esta guía paso a paso cubre la exportación de datos, la configuración de la cuenta y la puesta en marcha. Compara ambos en nuestro Thryv desglose de alternativas.
Qué se transfiere
Se puede transferir
- Información de contacto de clientes (nombres, correos electrónicos, números de teléfono)
- Historial de citas (a través de exportación CSV)
- Descripciones de servicios, duraciones y precios
- Lista de miembros del personal
- Información básica del perfil empresarial
No se puede transferir
- Historial de facturación y pagos (utilice una herramienta de facturación separada)
- Configuraciones de gestión de redes sociales y publicaciones programadas
- Datos de gestión de reputación e historial de reseñas
- Flujos de trabajo de automatización de marketing y campañas de correo electrónico
- Configuración de sincronización de presencia/listados en línea
- Archivos de almacenamiento de documentos (descargue por separado antes de cancelar)
Pasos de migración
Sigue estos pasos para completar tu migración en 1-2 horas
Export Your Thryv Data
Log into Thryv and export your client list, appointment history, and business data. Since Thryv is an all-in-one platform, identify which data you need for scheduling specifically.
💡 Consejos:
- •Export your full client/contact list with all contact details
- •Download appointment and booking history
- •Screenshot or document your service menu with descriptions and pricing
- •Download any stored documents or files you need to keep
- •Export invoice history if you'll need it for records
- •Note your current staff members and their schedules
Plan Your Tool Replacement Strategy
Thryv bundles many tools. Decide what replaces each: SchedulingKit for scheduling, and separate tools for invoicing, social media, and reputation management if you still need those capabilities.
💡 Consejos:
- •SchedulingKit replaces scheduling, booking pages, and client management
- •Consider FreshBooks, Wave, or QuickBooks for invoicing
- •Consider Buffer, Hootsuite, or Later for social media management
- •Consider Birdeye or Podium for reputation management if needed
- •You may find you don't need all the tools Thryv bundled
Create Your SchedulingKit Account
Sign up for SchedulingKit (free). Set up your business profile, branding, timezone, and team members to match your Thryv booking configuration.
💡 Consejos:
- •Use the same business name and branding for client continuity
- •Set your timezone and business hours to match
- •Add team members and configure their availability
- •Choose a booking page URL that's easy to share
Recreate Your Services and Booking Rules
Build your service menu in SchedulingKit using the event type builder. Configure durations, pricing, buffer times, and intake forms.
💡 Consejos:
- •Copy service names, descriptions, and durations from your Thryv export
- •Set up payment collection through Stripe or PayPal
- •Configure buffer times and scheduling windows
- •Add intake forms for services that need client information upfront
Connect Integrations and Enable AI Features
Connect your calendar for two-way sync, set up payment processing, and enable SchedulingKit's AI features, chatbot, voice agent, and AI receptionist.
💡 Consejos:
- •Connect Google Calendar or Outlook for two-way sync
- •Set up Stripe or PayPal for payment collection
- •Configure the AI chatbot on your booking page
- •Set up automated email and SMS reminders
- •Enable the AI receptionist for after-hours lead capture
Update Booking Links and Notify Clients
Replace Thryv booking links everywhere, website, social media, Google Business Profile, email signature. Email your client list with the new booking link.
💡 Consejos:
- •Update your website booking button or widget
- •Update Google Business Profile booking link
- •Update social media profiles with new booking link
- •Send an email to your client list announcing the new booking system
- •Update any printed materials or business cards with booking URLs
Comparación de características
Cómo las características de Thryv se comparan con SchedulingKit
| Función | Thryv | SchedulingKit |
|---|---|---|
| Online Booking | Thryv scheduling page | SchedulingKit booking page + AI chatbotSchedulingKit adds AI-powered booking that Thryv doesn't have |
| CRM | Built-in CRM with pipeline | AI CRM with automated trackingBoth offer CRM, SchedulingKit's is AI-powered |
| Reminders | Email and SMS reminders | Automated email and SMS remindersComparable reminder functionality |
| Payments | Built-in invoicing and payments | Stripe and PayPal integrationThryv has fuller invoicing, SchedulingKit handles booking payments |
| Marketing | Email campaigns and marketing automation | AI-powered follow-upsDifferent approaches, Thryv has broader marketing; SchedulingKit focuses on booking-related engagement |
| Social Media | Multi-platform management | Not built-inUse a dedicated social media tool if needed |
| Reputation Management | Review monitoring and response | Not built-inUse a dedicated reputation tool if needed |
Qué Esperar
Lo Que Ganarás
- AI chatbot that books appointments 24/7 from your website
- AI voice agent that handles phone bookings automatically
- AI receptionist for automated lead capture and qualification
- Transparent pricing, $12-20/seat/month instead of $199-499/month
- Month-to-month billing with no annual contract required
- Setup in under an hour instead of days or weeks
Cosas a Considerar
- Built-in invoicing (use FreshBooks, Wave, or QuickBooks instead)
- Social media management (use Buffer, Hootsuite, or Later instead)
- Reputation management (use Birdeye or Podium if needed)
- Marketing automation (use Mailchimp or SchedulingKit's AI follow-ups)
- Online presence/listings management (use Yext or Moz Local if needed)
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 Thryv?
Únete a miles que ya hicieron el cambio. La migración toma solo 1-2 horas. 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.