Migrate from Smith.ai
to SchedulingKit
A practical guide to moving from Smith.ai to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Smith.ai. There is no one-click migration. SchedulingKit's AI receptionist is an automated add-on, not a human answering service; call routing and human agents stay behind.
Migrating from Smith.ai 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 Smith.ai 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 Smith.ai
- Upcoming appointments already booked in Smith.ai (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Call scripts, transcripts and call history
- Human receptionist handling and live transfers
- CRM integrations configured in Smith.ai
Migration Steps
Follow these steps to complete your migration in 1-2 hours
Export or Record Your Smith.ai Setup
Document your call-handling scripts, common questions and how bookings are made 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 Smith.ai
- •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 Smith.ai. 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
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 Smith.ai links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Smith.ai 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 Smith.ai until its last booked appointment has passed
Feature Comparison
How Smith.ai features map to SchedulingKit
| Feature | Smith.ai | SchedulingKit |
|---|---|---|
| Phone Answering | Human + AI receptionists | AI receptionist add-on ($39/month, Business plan)No human agents |
| Appointment Booking | Books via your calendar | AI creates bookings in SchedulingKit |
| Web Chat | Live chat add-on | AI chatbot add-on ($12/month) |
| Lead Qualification | Receptionists qualify leads | Not available |
| CRM | Integrates with your CRM | Client records built from bookings; other CRMs via Zapier (Pro) |
| After-Hours | 24/7 plan | AI receptionist add-on answers while active |
| Call Transfer | Live transfer | Not available |
| Follow-ups | Varies | Workflows (email/SMS before or after appointments) |
What to Expect
What You'll Gain
- Scheduling and AI call answering in one platform
- AI receptionist that can check availability and create bookings
- AI chatbot for your website as a separate add-on
- Client records built from bookings
- Reminders and Workflows
Things to Consider
- Human receptionists for complex conversations
- Live call transfer to your team
- Lead qualification and intake scripts
- Spanish-language live receptionist support
- Payment collection over the phone by a human agent
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Smith.ai?
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More About Smith.ai
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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.