Migrate from Dubsado
to SchedulingKit
Complete guide to migrating your scheduling from Dubsado to SchedulingKit. Set up advanced booking with AI automation in under an hour.
Migrating from Dubsado to SchedulingKit takes about 30-60 minutes. This step-by-step guide covers data export, account setup, and going live.
What Transfers from Dubsado?
Can Be Transferred
- Appointment types and durations
- Client contact list (via CSV export)
- Business hours and availability
- Intake form questions (recreate manually)
- Branding colors and logo
Cannot Be Transferred
- Proposals, contracts, and invoices (Dubsado-specific)
- Workflow automations (recreate booking automations in SchedulingKit)
- Historical appointment data
- Client project history and notes
- Payment transaction records
Migration Steps
Follow these steps to complete your migration in 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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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
Feature Comparison
How Dubsado features map to SchedulingKit
| Feature | 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 |
What to Expect
What You'll Gain
- 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
Things to Consider
- 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
Migration Questions
Why switch from Dubsado?
If scheduling is your primary need, Dubsado's $20-40/month for basic booking is expensive. SchedulingKit offers advanced scheduling with AI chatbot booking, round-robin, and group scheduling starting free. Many freelancers find they only used Dubsado for scheduling and can save significantly.
Can I use both Dubsado and SchedulingKit?
Yes. Many freelancers keep Dubsado for proposals, contracts, and invoicing while using SchedulingKit for the booking experience. This gives you best-in-class scheduling alongside Dubsado's business management features.
How does the cost compare?
Dubsado Starter is $20/month ($200/year), Premier is $40/month ($400/year). SchedulingKit starts free, with Standard at $12/seat/month ($10 annual) and Pro at $20/seat/month ($16 annual). For scheduling alone, SchedulingKit is much more affordable.
Will my clients notice the switch?
The booking interface will look different but the experience — choosing a service, picking a time, and booking — is the same. Send clients an email with your new booking link. Most adapt quickly, and the AI chatbot may improve their experience.
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra: Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Dubsado?
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