Migrer depuis Zenoti
vers SchedulingKit
Guide complet pour migrer de Zenoti à SchedulingKit. Transférez vos données clients, vos paramètres de réservation et configurez-vous avec une planification alimentée par l'IA.
La migration de Zenoti vers SchedulingKit prend environ 2-5 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 Zenoti comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Informations de contact des clients (noms, e-mails, numéros de téléphone)
- Historique des rendez-vous (via exportation CSV ou rapport)
- Liste des membres du personnel et rôles
- Descriptions des services, durées et tarifs
- Éléments de marque de la page de réservation
Ne peut pas être transféré
- Historique des transactions POS et données d'inventaire de vente au détail
- Paramètres de paie, structures de commission et données de main-d'œuvre
- Configurations de tableau de bord multi-sites
- Soldes des adhésions et des forfaits (informer les clients des crédits restants)
- Tableaux de bord d'intelligence d'affaires et rapports personnalisés
- Flux de travail d'automatisation marketing et historique des campagnes
Étapes de migration
Suivez ces étapes pour terminer votre migration en 2-5 heures
Export Your Zenoti Data
Log into your Zenoti admin dashboard and export your client list, appointment history, and staff information. Use the Reports section to download client data and appointment records as CSV files.
💡 Conseils :
- •Export your full client list with contact details, notes, and visit history
- •Download appointment history for at least the past 12 months
- •Screenshot your service menu with descriptions, durations, and pricing
- •Note all active staff members, their schedules, and commission structures
- •If multi-location, export data for each location separately
Handle Active Memberships and Packages
Before migrating, review all active memberships, prepaid packages, and gift cards. Notify clients of remaining balances and how they'll be honored during the transition.
💡 Conseils :
- •Export a list of clients with active memberships or prepaid packages
- •Document gift card balances and expiration dates
- •Communicate the transition timeline to members well in advance
- •Decide how to honor remaining membership credits and package visits
- •Consider running down existing packages before switching
Create Your SchedulingKit Account
Sign up for SchedulingKit (free). During onboarding, set up your business profile, branding, and timezone settings to match your Zenoti configuration.
💡 Conseils :
- •Use the same business name and branding for client continuity
- •Set your timezone and business hours to match each location
- •Choose a booking page URL similar to your current one
Recreate Your Services
Use SchedulingKit's event type builder to recreate your services. Set up durations, pricing, buffer times, and intake forms to match your Zenoti service menu.
💡 Conseils :
- •Start with your most popular services
- •Copy service descriptions, durations, and pricing exactly
- •Set up group booking events for any class-style services
- •Configure intake forms for services that need client information
- •Set buffer times between appointments to match your existing workflow
Set Up Payments and Integrations
Connect your calendar (Google, Outlook), set up payment processing through Stripe or PayPal, and configure automated email/SMS reminders.
💡 Conseils :
- •Connect your calendar first to prevent double-bookings during transition
- •Set up Stripe or PayPal for payment collection (replacing Zenoti's built-in POS)
- •Configure automated reminders to match your Zenoti settings
- •Set up the AI chatbot for your booking page for 24/7 booking
- •If you used Zenoti's POS for retail, set up a separate POS system (Square, Clover, etc.)
Update Booking Links and Notify Clients
Replace Zenoti booking links on your website, social media, and Google Business Profile. Email your client list with the new booking link and instructions.
💡 Conseils :
- •Update your website booking button or embedded widget
- •Update Google Business Profile booking link for each location
- •Send an email to your client list with the new booking link
- •Post the new booking link on social media
- •Update any printed materials, business cards, or in-store signage
Comparaison des fonctionnalités
Comment les fonctionnalités de Zenoti correspondent à SchedulingKit
| Fonctionnalité | Zenoti | SchedulingKit |
|---|---|---|
| Online Booking | Zenoti booking widget | SchedulingKit booking page + AI chatbotSchedulingKit adds AI-powered booking that Zenoti doesn't have |
| Client Management | Built-in CRM with full history | AI CRM with automated trackingSchedulingKit's AI CRM automates client relationship tracking |
| Payments | Built-in POS with inventory | Stripe + PayPal integrationDifferent approach, for retail POS, use a separate system like Square |
| Reminders | Email and SMS reminders | Automated email and SMS remindersComparable reminder functionality |
| Marketing | Full marketing automation suite | AI-powered follow-ups and marketing toolsZenoti's marketing is deeper, SchedulingKit adds AI-driven engagement |
| Employee Management | Full payroll and commission tracking | Team scheduling and permissionsZenoti's workforce management is a strength, use separate payroll for that |
| Reporting | Advanced BI dashboards | Standard analytics and reportsZenoti's BI is more advanced for multi-location benchmarking |
| Multi-Location | Enterprise multi-location dashboard | Separate team workspacesZenoti's centralized multi-location management is stronger for chains |
À Quoi S'attendre
Ce Que Vous Gagnerez
- AI chatbot that books appointments 24/7 from your website
- AI voice agent that handles phone bookings automatically
- Free plan that covers basic booking needs, no more $300+/month minimums
- Setup in hours instead of weeks, simpler interface, faster onboarding
- Transparent per-seat pricing instead of opaque custom quotes
- Works for any service business if you expand beyond beauty and wellness
Points à Considérer
- Built-in POS with inventory and vendor management (use Square or Clover instead)
- Payroll and commission tracking (use dedicated payroll software like Gusto or ADP)
- Advanced business intelligence dashboards (use standard SchedulingKit reports)
- Multi-location centralized dashboard (manage locations as separate teams)
- Marketing automation workflows (use AI-powered follow-ups and third-party email tools)
- Membership and package management (handle through Stripe subscriptions)
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 Zenoti ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 2-5 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.