Migrer depuis Dubsado
vers SchedulingKit
Guide complet pour migrer votre planification de Dubsado vers SchedulingKit. Configurez des réservations avancées avec l'automatisation par IA en moins d'une heure.
La migration de Dubsado vers SchedulingKit prend environ 30-60 minutes. Ce guide pas à pas couvre l’exportation des données, la configuration du compte et la mise en service. Comparez les deux dans notre Dubsado comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Types de rendez-vous et durées
- Liste de contacts clients (via export CSV)
- Heures d'ouverture et disponibilité
- Questions du formulaire d'admission (à recréer manuellement)
- Couleurs de marque et logo
Ne peut pas être transféré
- Propositions, contrats et factures (spécifiques à Dubsado)
- Automatisations de flux de travail (recréer les automatisations de réservation dans SchedulingKit)
- Données de rendez-vous historiques
- Historique des projets clients et notes
- Enregistrements des transactions de paiement
Étapes de migration
Suivez ces étapes pour terminer votre migration en 30-60 minutes
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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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
Comparaison des fonctionnalités
Comment les fonctionnalités de Dubsado correspondent à SchedulingKit
| Fonctionnalité | 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 |
À Quoi S'attendre
Ce Que Vous Gagnerez
- 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
Points à Considérer
- 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
Questions sur la Migration
Lectures complémentaires
- G2 : Avis sur les logiciels de planification — Comparez les plateformes de planification avant de changer.
- Logiciels de planification sur Capterra — Avis et comparaisons indépendants.
Prêt à quitter Dubsado ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 30-60 minutes. Commencez gratuitement.
Plan gratuit à vie • Sans carte bancaire
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.