Migrate from SimplePractice
to SchedulingKit
A practical guide to moving from SimplePractice to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in SimplePractice. There is no one-click migration. Clinical notes, charts and insurance billing don't move to SchedulingKit, and schedulingKit is not HIPAA compliant and does not sign Business Associate Agreements (BAAs)., so most practices should keep SimplePractice.
Migrating from SimplePractice 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 SimplePractice 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 SimplePractice 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 SimplePractice
- Upcoming appointments already booked in SimplePractice (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Clinical notes, treatment plans and documents
- Intake and consent forms
- Insurance claims and billing
- Telehealth sessions
Migration Steps
Follow these steps to complete your migration in 1-2 hours
Export or Record Your SimplePractice Setup
Audit what you use SimplePractice for. Clinical notes, intake, insurance and telehealth stay there or in another compliant system. 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 SimplePractice
- •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 SimplePractice. 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
Keep Clinical Records in Your EHR
Decide what stays in SimplePractice. SchedulingKit is not HIPAA compliant and does not sign Business Associate Agreements (BAAs). If you are a HIPAA covered entity, or need to store protected health information, don't move scheduling to SchedulingKit; keep a compliant system.
💡 Tips:
- •Never put clinical details in booking notes
- •Check your compliance obligations before switching
Test, Switch Links and Run Both Tools in Parallel
Make a test booking end to end, including payment and reminders. Then replace your SimplePractice links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep SimplePractice 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 SimplePractice until its last booked appointment has passed
Feature Comparison
How SimplePractice features map to SchedulingKit
| Feature | SimplePractice | SchedulingKit |
|---|---|---|
| Online Booking | Client booking portal | Booking page; AI chatbot add-on |
| Intake Forms | Custom intake & consent forms | Not availableNo intake-form builder |
| Reminders | Email & text reminders | Email; SMS on Standard and above |
| Payments | Stripe integration | Stripe, PayPal, Square (Standard and above) |
| Telehealth | Built-in video | Zoom, Teams or Google Meet links |
| SOAP Notes | Built-in templates | Not available |
| Insurance Billing | Built-in claims | Not available |
| HIPAA / BAA | Check with SimplePractice | Not HIPAA compliant; no BAA |
What to Expect
What You'll Gain
- Free plan for one person, paid plans from $12 per seat
- Booking for non-clinical services where compliance allows
- Optional AI chatbot add-on
- API and webhooks on Pro
Things to Consider
- Built-in telehealth video
- Clinical documentation and SOAP notes
- Intake and consent forms
- Insurance claim filing
- A HIPAA-compliant platform
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from SimplePractice?
Set up takes about 1-2 hours of manual work. Start free today.
Free forever plan available • No credit card required
More About SimplePractice
Looking for a SimplePractice 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.