Migrer depuis SimplePractice
vers SchedulingKit
Guide étape par étape pour migrer votre planification de SimplePractice vers SchedulingKit. Transférez votre configuration de réservation, vos formulaires d'admission et votre flux de travail client.
La migration de SimplePractice vers SchedulingKit prend environ 1-2 heures. Ce guide pas à pas couvre l’exportation des données, la configuration du compte et la mise en service. Comparez les deux dans notre SimplePractice comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Types de rendez-vous et durées
- Liste de contacts clients (via exportation CSV)
- Heures d'ouverture et disponibilité
- Questions des formulaires d'admission (recréer manuellement)
- Configuration du traitement des paiements (reconnecter Stripe)
Ne peut pas être transféré
- Documentation clinique (notes SOAP, plans de traitement)
- Historique de facturation d'assurance et réclamations
- Enregistrements de séances de télémédecine
- Données de rendez-vous historiques
- Historique des paiements des clients
Étapes de migration
Suivez ces étapes pour terminer votre migration en 1-2 heures
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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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.
💡 Conseils :
- •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).
💡 Conseils :
- •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.
💡 Conseils :
- •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
Comparaison des fonctionnalités
Comment les fonctionnalités de SimplePractice correspondent à SchedulingKit
| Fonctionnalité | 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 |
À Quoi S'attendre
Ce Que Vous Gagnerez
- 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
Points à Considérer
- 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
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 SimplePractice ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 1-2 heures. 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.