Migrate from Setmore
to SchedulingKit
A practical guide to moving from Setmore to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Setmore. There is no one-click migration. Services and staff are recreated by hand; Teleport video is replaced with Zoom, Teams or Google Meet.
Migrating from Setmore 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 Setmore 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 Setmore 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 Setmore
- Upcoming appointments already booked in Setmore (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Teleport video links
Migration Steps
Follow these steps to complete your migration in 30-60 minutes
Export or Record Your Setmore Setup
Export your customer list if your plan allows, and note each service, staff member and working hours. 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 Setmore
- •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 Setmore. 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
Test, Switch Links and Run Both Tools in Parallel
Make a test booking end to end, including payment and reminders. Then replace your Setmore links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Setmore 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 Setmore until its last booked appointment has passed
Feature Comparison
How Setmore features map to SchedulingKit
| Feature | Setmore | SchedulingKit |
|---|---|---|
| Services | Services | Services / Event Types |
| Staff | Staff Accounts | Team members (Free plan: 1 person) |
| Payment | Varies by plan | Stripe, Square, PayPal (Standard and above) |
| Video | Teleport | Zoom, Microsoft Teams, Google Meet |
What to Expect
What You'll Gain
- Choice of Stripe, PayPal or Square on Standard and above
- Zoom, Microsoft Teams and Google Meet links
- Round Robin and Collective scheduling on Pro
- Packages, recurring bookings and gift cards on Pro
- Reviews after completed bookings
Things to Consider
- Setmore's multi-user free plan (SchedulingKit's Free plan is one team member)
- Teleport video (use Zoom, Teams or Google Meet instead)
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Setmore?
Set up takes about 30-60 minutes of manual work. Start free today.
Free forever plan available • No credit card required
More About Setmore
Looking for a Setmore alternative?
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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.