Migrate from Chili Piper
to SchedulingKit
A practical guide to moving from Chili Piper to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Chili Piper. There is no one-click migration. Meeting types move by hand; form routing, Salesforce/HubSpot routing rules and analytics stay behind.
Migrating from Chili Piper to SchedulingKit takes about 1-2 hours. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our Chili Piper alternative breakdown.
What Transfers
Can Be Transferred
- Services, durations and prices (recreated by hand)
- Staff and working hours (staff re-invited, hours re-entered)
- Calendar connections: Google, Outlook/Microsoft 365, Apple iCloud (reconnect)
- Video links: Zoom, Microsoft Teams or Google Meet (reconnect)
- Payment processor: Stripe, PayPal or Square (reconnect, Standard and above)
Cannot Be Transferred
- Past appointment history from Chili Piper
- Upcoming appointments already booked in Chili Piper (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Routing rules and form-based instant booking
- Native Salesforce and HubSpot field mapping
- Handoff and analytics data
Migration Steps
Follow these steps to complete your migration in 1-2 hours
Export or Record Your Chili Piper Setup
Document each meeting type, team, routing rule and CRM mapping you rely on. SchedulingKit has no import tool and no CSV client import. Your export is for your own records: you'll use it to recreate services, check nothing is missed and email clients your new link.
💡 Tips:
- •Screenshot each service's duration, price and settings
- •List the upcoming appointments already booked in Chili Piper
- •Save your client contact list for your announcement email
Create Your SchedulingKit Account and Choose a Plan
Sign up free, then pick the plan that matches what you use in Chili Piper. Standard ($12 per seat per month) adds online payments, SMS reminders, Workflows, reviews and the client portal; Pro ($20) adds Round Robin and Collective scheduling, recurring bookings, packages, gift cards, Zapier and the API. The Free plan covers one team member and one calendar connection.
💡 Tips:
- •Paid plans start with a 14-day trial
- •Check which features you rely on before choosing a plan
Recreate Your Services
Create each service by hand with its duration, price and location, and choose One-on-One or Group (with a capacity). Set the cancellation deadline and minimum notice clients must respect when they reschedule or cancel.
💡 Tips:
- •Start with your most-booked service
- •Set reminder timing per service
Add Staff, Hours and Calendars
Invite team members, set each person's working hours and days off (per location if you have several), and connect Google, Outlook or Apple iCloud calendars so busy times block availability. Connect Zoom or Microsoft Teams, or use Google Meet through Google Calendar, for virtual appointments.
💡 Tips:
- •Connect calendars before sharing your link to avoid double-bookings
- •Clients can pick a team member or Any Available
Set Up Team Scheduling and Zapier
On Pro, use Round Robin (Random or Equal Distribution) or Collective scheduling. SchedulingKit has no form-based routing rules or native Salesforce/HubSpot connectors; use Zapier to send bookings to your CRM.
💡 Tips:
- •Test Round Robin with a few bookings
- •Map only the fields you need
Test, Switch Links and Run Both Tools in Parallel
Make a test booking end to end, including payment and reminders. Then replace your Chili Piper links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Chili Piper active until the appointments already booked there are finished, then cancel.
💡 Tips:
- •Update your website, email signature, Google Business Profile and social links
- •Don't cancel Chili Piper until its last booked appointment has passed
Feature Comparison
How Chili Piper features map to SchedulingKit
| Feature | Chili Piper | SchedulingKit |
|---|---|---|
| Instant Booker | Form-based instant booking | Booking pages and embedsNo form routing |
| Concierge | Live chat scheduling | AI chatbot add-onNo live agents |
| Round Robin | Advanced routing | Round Robin: Random or Equal Distribution (Pro) |
| CRM Integration | Salesforce, HubSpot | Via Zapier (Pro)No native connectors |
| Handoff | Meeting handoff routing | On Behalf booking mode (Pro) |
What to Expect
What You'll Gain
- Round Robin, Collective and On Behalf booking on Pro
- Payments at booking on Standard and above
- Client records built from bookings
- Optional AI chatbot add-on
Things to Consider
- Form-based routing and native Salesforce/HubSpot routing
- Weighted lead distribution rules
- Enterprise analytics and attribution reporting
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Chili Piper?
Set up takes about 1-2 hours of manual work. Start free today.
Free forever plan available • No credit card required
More About Chili Piper
Looking for a Chili Piper alternative?
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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.