Migrate from Cliniko
to SchedulingKit
Complete guide to migrating from Cliniko to SchedulingKit. Transfer your booking settings, patient contacts, and appointment workflows.
Migrating from Cliniko to SchedulingKit takes about 1-2 hours. This step-by-step guide covers data export, account setup, and going live.
What Transfers from Cliniko?
Can Be Transferred
- Patient contact details (export as CSV)
- Appointment types and durations
- Practitioner schedules and availability
- Business information and branding
- Patient communication preferences
Cannot Be Transferred
- Clinical notes and SOAP templates (Cliniko-specific format)
- Treatment histories and patient records
- Invoicing history and financial records
- Telehealth session recordings
- Letter templates and clinical documents
Migration Steps
Follow these steps to complete your migration in 1-2 hours
Export Your Cliniko Data
Log into Cliniko and export your patient list, appointment types, and business settings. Cliniko allows CSV exports of patient data from the Patients section.
💡 Tips:
- •Export patient contacts as CSV — this includes names, emails, phone numbers
- •Screenshot your appointment type settings (durations, prices, descriptions)
- •Note your practitioner schedules and availability windows
- •Document your SMS/email notification templates
Create Your SchedulingKit Account
Sign up for SchedulingKit (free). You can start with the free plan and upgrade later once your migration is complete.
💡 Tips:
- •Use the same business email for consistency
- •Set up your business profile with the same branding as Cliniko
Recreate Your Appointment Types
Set up your appointment types in SchedulingKit to match your Cliniko services. Map durations, buffer times, and pricing.
💡 Tips:
- •Match appointment durations and buffer times exactly
- •Set up pricing if you collect payments at booking
- •Configure intake forms to capture the information you need
- •Group related services for easy client navigation
Set Up Practitioner Schedules
Configure each practitioner's availability in SchedulingKit. Set working hours, break times, and any recurring unavailability.
💡 Tips:
- •Connect Google or Outlook calendars to sync existing commitments
- •Set up buffer times between appointments for clinical transitions
- •Configure practitioner-specific appointment types if needed
Configure Notifications and Reminders
Set up email and SMS reminders in SchedulingKit to match your Cliniko communication workflow. Configure confirmation emails, appointment reminders, and follow-ups.
💡 Tips:
- •Match your existing reminder timing (e.g., 24 hours before)
- •Customize email templates with your practice branding
- •Test notifications with a sample booking before going live
Update Your Booking Links
Replace your Cliniko online booking links across your website, social media, Google Business Profile, and email signatures with your new SchedulingKit booking page.
💡 Tips:
- •Update your website booking buttons and links first
- •Update your Google Business Profile booking URL
- •Notify patients via email about the new booking system
- •Consider running both systems in parallel for 1-2 weeks
Feature Comparison
How Cliniko features map to SchedulingKit
| Feature | Cliniko | SchedulingKit |
|---|---|---|
| Online Booking | Cliniko booking page | Booking pages with AI chatbot option |
| SMS Reminders | Built-in SMS (usage-based billing) | SMS reminders included |
| Email Notifications | Automated emails | Automated emails with templates |
| Calendar Sync | Google, Outlook sync | Google, Outlook, Apple sync (free) |
| Payment Collection | Stripe integration | Stripe built-in |
| Clinical Notes | Full SOAP notes and templates | Not available — use separate clinical softwareCliniko's clinical notes don't transfer to any scheduling tool |
| Telehealth | Built-in video consultations | Via Zoom/Meet integrations |
| AI Chatbot | Not available | Included in Pro plan |
| AI Voice Agent | Not available | Included in Pro planHandles phone bookings 24/7 |
What to Expect
What You'll Gain
- Free plan available — no minimum $49/month commitment
- AI chatbot and voice agent for 24/7 automated booking
- AI CRM for client relationship management beyond clinical records
- Broader use — scheduling works for any part of your business, not just clinical appointments
- Lower per-practitioner costs ($12/seat vs $49+ flat rate)
- Lead capture and marketing automation tools
Things to Consider
- Clinical notes and SOAP templates (use a dedicated EHR if needed)
- Treatment history tracking across patient visits
- Built-in telehealth (use Zoom or Google Meet integration instead)
- Cliniko's specific health-focused reporting and analytics
- Letter templates and clinical document generation
Migration Questions
Why switch from Cliniko?
Cliniko is an excellent clinical tool, but it starts at $49/month with no free plan. If your primary need is scheduling and client communication rather than clinical documentation, SchedulingKit offers AI-powered booking at a fraction of the cost.
What about my clinical notes?
Cliniko's clinical notes are in a proprietary format and won't transfer to any scheduling platform. If you need clinical documentation, consider pairing SchedulingKit with a dedicated EHR or note-taking tool. Many practitioners use separate systems for scheduling and clinical records.
How does the cost compare?
A solo practitioner on Cliniko pays $49/month. SchedulingKit Standard is $12/seat/month ($10 annual). A 5-practitioner team on Cliniko pays $99/month vs $60/month ($50 annual) on SchedulingKit Standard. The trade-off is Cliniko includes clinical features SchedulingKit doesn't.
Can I notify my patients about the switch?
Yes. Export your patient email list from Cliniko and send an announcement about your new booking system. Include your new SchedulingKit booking link so patients can bookmark it.
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra: Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Cliniko?
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