Migrate from Square Appointments
to SchedulingKit
A practical guide to moving from Square Appointments to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Square Appointments. There is no one-click migration. Services and staff are recreated by hand; you can keep Square as your payment processor.
Migrating from Square Appointments 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 Square Appointments 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 Square Appointments 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 Square Appointments
- Upcoming appointments already booked in Square Appointments (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Square Customer Directory data (no import)
- Square POS setup, items and hardware workflows
Migration Steps
Follow these steps to complete your migration in 45-90 minutes
Export or Record Your Square Appointments Setup
Export your customer list from the Square Dashboard and note each service, staff member and booking setting. 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 Square Appointments
- •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 Square Appointments. 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. You can connect your existing Square account for online booking payments.
💡 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 Square Appointments links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Square Appointments 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 Square Appointments until its last booked appointment has passed
Feature Comparison
How Square Appointments features map to SchedulingKit
| Feature | Square Appointments | SchedulingKit |
|---|---|---|
| Services | Services | Services / Event Types |
| Staff | Staff Calendar | Team members with their own hours |
| Payment | Square POS | Square, Stripe or PayPal for online bookings (Standard and above)No in-person POS |
| Client Management | Square Customer Directory | Client records built from bookingsHubSpot or Salesforce only via Zapier (Pro) |
What to Expect
What You'll Gain
- Choice of Stripe, PayPal or Square for online booking payments
- Round Robin and Collective scheduling on Pro
- Packages, recurring bookings and gift cards on Pro
- Reviews after completed bookings on Standard and above
- Zapier (Pro) to send bookings to other tools
Things to Consider
- Unified Square POS and appointments
- Square Customer Directory integration
- Square Marketing integration
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Square Appointments?
Set up takes about 45-90 minutes of manual work. Start free today.
Free forever plan available • No credit card required
More About Square Appointments
Looking for a Square Appointments 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.