Migrate from Intercom
to SchedulingKit
A practical guide to moving from Intercom to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Intercom. There is no one-click migration. Only the meeting-booking side moves; help desk, product tours and customer data stay in Intercom.
Migrating from Intercom 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 Intercom 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 Intercom 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 Intercom
- Upcoming appointments already booked in Intercom (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Conversations, tickets and help center articles
- Product tours and in-app messages
- Customer data and segments
Migration Steps
Follow these steps to complete your migration in 1-2 hours
Export or Record Your Intercom Setup
Export contacts if needed, and note which meeting types are booked through Intercom today. 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 Intercom
- •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 Intercom. 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
Add the AI Chatbot or AI Receptionist (Optional)
The AI chatbot is a $12/month add-on on Standard and above, and the AI receptionist (answers calls and SMS) is a $39/month add-on on the Business plan. Both can list services, answer business and staff questions, check availability and create bookings; they don't reschedule or cancel bookings or make outbound calls.
💡 Tips:
- •Test the chatbot with common questions before going live
- •Keep a human fallback for anything beyond booking
Test, Switch Links and Run Both Tools in Parallel
Make a test booking end to end, including payment and reminders. Then replace your Intercom links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Intercom 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 Intercom until its last booked appointment has passed
Feature Comparison
How Intercom features map to SchedulingKit
| Feature | Intercom | SchedulingKit |
|---|---|---|
| Messenger Widget | Intercom Messenger | AI chatbot add-onBooking-focused, not a support inbox |
| AI Bot | Fin AI | AI chatbot add-on ($12/month) |
| Meeting Scheduling | Basic meeting scheduler | Full scheduling platform |
| Help Center | Full knowledge base | Not available |
| CRM | Customer data platform | Client records built from bookings |
What to Expect
What You'll Gain
- Purpose-built scheduling with team modes on Pro
- Payments or deposits at booking on Standard and above
- Reminders and Workflows around appointments
- Optional AI chatbot and AI receptionist add-ons
Things to Consider
- Help desk and ticketing
- Product tours and in-app messaging
- Customer data platform and segmentation
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Intercom?
Set up takes about 1-2 hours of manual work. Start free today.
Free forever plan available • No credit card required
More About Intercom
Looking for a Intercom alternative?
Explore SchedulingKit solutions built for your business:
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.