Migrate from Dubsado
to SchedulingKit
A practical guide to moving from Dubsado to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Dubsado. There is no one-click migration. Only scheduling moves; proposals, contracts, forms and project workflows stay in Dubsado.
Migrating from Dubsado to SchedulingKit takes about 30-60 minutes. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our Dubsado 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)
- Client contact list (keep your Dubsado export for reference; SchedulingKit creates records as clients book, and you can add key clients one at a time on Standard and above)
Cannot Be Transferred
- Past appointment history from Dubsado
- Upcoming appointments already booked in Dubsado (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Proposals, contracts and forms
- Workflows and client portal projects
- Payment plans on existing invoices
Migration Steps
Follow these steps to complete your migration in 30-60 minutes
Export or Record Your Dubsado Setup
Export your client list and note each scheduler, questionnaire and workflow tied to booking. 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 Dubsado
- •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 Dubsado. 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
Connect Payments and Reminders
On Standard and above, connect Stripe, PayPal or Square and choose full payment or a deposit per service; remaining balances are invoiced, never charged automatically. Stripe cancellations refund in full automatically; PayPal and Square refunds are manual. Turn on email reminders and SMS reminders for clients who opt in.
💡 Tips:
- •Recurring packages bill through Stripe only
- •SMS credits are included per seat each month
Test, Switch Links and Run Both Tools in Parallel
Make a test booking end to end, including payment and reminders. Then replace your Dubsado links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Dubsado 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 Dubsado until its last booked appointment has passed
Feature Comparison
How Dubsado features map to SchedulingKit
| Feature | Dubsado | SchedulingKit |
|---|---|---|
| Appointment Booking | Basic calendar scheduler | Booking pages; AI chatbot add-on |
| Group Scheduling | Not available | Group bookings; Round Robin and Collective on Pro |
| Intake Forms | Customizable forms | Not availableKeep Dubsado or another form tool |
| Payment Collection | Built-in invoicing | Payment at booking + invoices with payment links (Standard and above) |
| Reminders | Email reminders | Email; SMS on Standard and above |
| Client Communication | Email within portal | Booking confirmations, reminders and Workflows |
| Custom Branding | Full brand customization | Check before switchingNot confirmed |
What to Expect
What You'll Gain
- Round Robin and Collective scheduling on Pro
- Group bookings for workshops
- Free plan for one person
- SMS reminders on Standard and above
- Optional AI chatbot add-on
Things to Consider
- Proposals and contracts
- Invoices with payment schedules tied to projects
- Forms and full client lifecycle workflows
- Client portal with project tracking
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Dubsado?
Set up takes about 30-60 minutes of manual work. Start free today.
Free forever plan available • No credit card required
More About Dubsado
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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.