Migrate from SimplyBook.me
to SchedulingKit
A practical guide to moving from SimplyBook.me to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in SimplyBook.me. There is no one-click migration. Services and providers are recreated by hand; custom features, memberships and gift card balances stay behind.
Migrating from SimplyBook.me to SchedulingKit takes about 45-90 minutes. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our SimplyBook.me 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 SimplyBook.me 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 SimplyBook.me
- Upcoming appointments already booked in SimplyBook.me (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Membership and gift card balances
- Custom feature add-ons and intake fields
- Booking.page marketplace listing
Migration Steps
Follow these steps to complete your migration in 45-90 minutes
Export or Record Your SimplyBook.me Setup
Export your client list and note each service, provider, custom feature and intake field you use. 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 SimplyBook.me
- •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 SimplyBook.me. 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 SimplyBook.me links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep SimplyBook.me 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 SimplyBook.me until its last booked appointment has passed
Feature Comparison
How SimplyBook.me features map to SchedulingKit
| Feature | SimplyBook.me | SchedulingKit |
|---|---|---|
| Services | Services | Services / Event Types |
| Providers | Providers | Team members |
| Custom Features | Paid Add-ons | Features vary by planCheck each add-on you use |
| Payment | Various | Stripe, PayPal, Square (Standard and above) |
What to Expect
What You'll Gain
- Plans billed per seat without separate feature add-ons
- Round Robin and Collective scheduling on Pro
- Packages and gift cards issued by your team on Pro
- Client records built from bookings
- Reviews after completed bookings
Things to Consider
- SimplyBook marketplace listing
- Custom features such as intake forms and coupons
- Memberships and clients buying gift cards online
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from SimplyBook.me?
Set up takes about 45-90 minutes of manual work. Start free today.
Free forever plan available • No credit card required
More About SimplyBook.me
Looking for a SimplyBook.me 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.