SchedulingKit
30-45 minutesEasy Migration

Migrate from HubSpot Meetings
to SchedulingKit

A practical guide to moving from HubSpot Meetings to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in HubSpot Meetings. There is no one-click migration. Meeting links move by hand; HubSpot stays your CRM, connected through Zapier on Pro.

Migrating from HubSpot Meetings to SchedulingKit takes about 30-45 minutes. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our HubSpot Meetings 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 HubSpot Meetings
  • Upcoming appointments already booked in HubSpot Meetings (they stay there unless you re-enter them)
  • Client notes and profile fields (no CSV import)
  • Payment and invoice history
  • Native HubSpot contact and activity logging (use Zapier on Pro)
  • HubSpot sequences and workflow triggers
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 30-45 minutes

01

Export or Record Your HubSpot Meetings Setup

List each meeting link, its duration, availability and form questions, and where the links are embedded (sequences, emails, website). 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 HubSpot Meetings
  • •Save your client contact list for your announcement email
02

Create Your SchedulingKit Account and Choose a Plan

Sign up free, then pick the plan that matches what you use in HubSpot Meetings. 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
03

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
04

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
05

Connect HubSpot Through Zapier (Pro)

SchedulingKit has no native HubSpot connector. On Pro and above, use Zapier triggers such as New Booking, Booking Cancelled and New Customer to create or update HubSpot contacts.

💡 Tips:

  • •Test the Zap with a real booking
  • •Map fields you actually use in HubSpot
06

Test, Switch Links and Run Both Tools in Parallel

Make a test booking end to end, including payment and reminders. Then replace your HubSpot Meetings links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep HubSpot Meetings 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 HubSpot Meetings until its last booked appointment has passed

Feature Comparison

How HubSpot Meetings features map to SchedulingKit

FeatureHubSpot MeetingsSchedulingKit
Meeting LinksMeeting LinksBooking pages
Round RobinSales Hub paidPro plan and above
CRM IntegrationNativeVia Zapier (Pro)No native HubSpot connector
PaymentVaries by planStripe, PayPal, Square (Standard and above)

What to Expect

What You'll Gain

  • Payment or deposits at booking on Standard and above
  • Scheduling that doesn't depend on a HubSpot subscription
  • Round Robin and Collective scheduling on Pro
  • SMS reminders on Standard and above
  • Group bookings with a capacity

Things to Consider

  • Native HubSpot contact and activity logging (use Zapier on Pro)
  • Meeting links inside HubSpot sequences (replace them with SchedulingKit links)
  • HubSpot workflow triggers based on meetings
Frequently Asked Questions

Migration Questions

Further Reading

Ready to Switch from HubSpot Meetings?

Set up takes about 30-45 minutes of manual work. Start free today.

Free forever plan available • No credit card required

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.