SchedulingKit
1-2 hoursModerate Migration

Migrate from Thryv
to SchedulingKit

Complete guide to migrating from Thryv to SchedulingKit. Transfer your client data, booking settings, and get set up with AI-powered scheduling.

Migrating from Thryv 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 Thryv alternative breakdown.

What Transfers from Thryv?

Can Be Transferred

  • Client contact information (names, emails, phone numbers)
  • Appointment history (via CSV export)
  • Service descriptions, durations, and pricing
  • Staff member list
  • Basic business profile information

Cannot Be Transferred

  • Invoicing and payment history (use a separate invoicing tool)
  • Social media management settings and scheduled posts
  • Reputation management data and review history
  • Marketing automation workflows and email campaigns
  • Online presence/listings sync configuration
  • Document storage files (download separately before canceling)
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 1-2 hours

01

Export Your Thryv Data

Log into Thryv and export your client list, appointment history, and business data. Since Thryv is an all-in-one platform, identify which data you need for scheduling specifically.

💡 Tips:

  • Export your full client/contact list with all contact details
  • Download appointment and booking history
  • Screenshot or document your service menu with descriptions and pricing
  • Download any stored documents or files you need to keep
  • Export invoice history if you'll need it for records
  • Note your current staff members and their schedules
02

Plan Your Tool Replacement Strategy

Thryv bundles many tools. Decide what replaces each: SchedulingKit for scheduling, and separate tools for invoicing, social media, and reputation management if you still need those capabilities.

💡 Tips:

  • SchedulingKit replaces scheduling, booking pages, and client management
  • Consider FreshBooks, Wave, or QuickBooks for invoicing
  • Consider Buffer, Hootsuite, or Later for social media management
  • Consider Birdeye or Podium for reputation management if needed
  • You may find you don't need all the tools Thryv bundled
03

Create Your SchedulingKit Account

Sign up for SchedulingKit (free). Set up your business profile, branding, timezone, and team members to match your Thryv booking configuration.

💡 Tips:

  • Use the same business name and branding for client continuity
  • Set your timezone and business hours to match
  • Add team members and configure their availability
  • Choose a booking page URL that's easy to share
04

Recreate Your Services and Booking Rules

Build your service menu in SchedulingKit using the event type builder. Configure durations, pricing, buffer times, and intake forms.

💡 Tips:

  • Copy service names, descriptions, and durations from your Thryv export
  • Set up payment collection through Stripe or PayPal
  • Configure buffer times and scheduling windows
  • Add intake forms for services that need client information upfront
05

Connect Integrations and Enable AI Features

Connect your calendar for two-way sync, set up payment processing, and enable SchedulingKit's AI features — chatbot, voice agent, and AI receptionist.

💡 Tips:

  • Connect Google Calendar or Outlook for two-way sync
  • Set up Stripe or PayPal for payment collection
  • Configure the AI chatbot on your booking page
  • Set up automated email and SMS reminders
  • Enable the AI receptionist for after-hours lead capture
06

Update Booking Links and Notify Clients

Replace Thryv booking links everywhere — website, social media, Google Business Profile, email signature. Email your client list with the new booking link.

💡 Tips:

  • Update your website booking button or widget
  • Update Google Business Profile booking link
  • Update social media profiles with new booking link
  • Send an email to your client list announcing the new booking system
  • Update any printed materials or business cards with booking URLs

Feature Comparison

How Thryv features map to SchedulingKit

FeatureThryvSchedulingKit
Online BookingThryv scheduling pageSchedulingKit booking page + AI chatbotSchedulingKit adds AI-powered booking that Thryv doesn't have
CRMBuilt-in CRM with pipelineAI CRM with automated trackingBoth offer CRM — SchedulingKit's is AI-powered
RemindersEmail and SMS remindersAutomated email and SMS remindersComparable reminder functionality
PaymentsBuilt-in invoicing and paymentsStripe and PayPal integrationThryv has fuller invoicing — SchedulingKit handles booking payments
MarketingEmail campaigns and marketing automationAI-powered follow-upsDifferent approaches — Thryv has broader marketing; SchedulingKit focuses on booking-related engagement
Social MediaMulti-platform managementNot built-inUse a dedicated social media tool if needed
Reputation ManagementReview monitoring and responseNot built-inUse a dedicated reputation tool if needed

What to Expect

What You'll Gain

  • AI chatbot that books appointments 24/7 from your website
  • AI voice agent that handles phone bookings automatically
  • AI receptionist for automated lead capture and qualification
  • Transparent pricing — $12-20/seat/month instead of $199-499/month
  • Month-to-month billing with no annual contract required
  • Setup in under an hour instead of days or weeks

Things to Consider

  • Built-in invoicing (use FreshBooks, Wave, or QuickBooks instead)
  • Social media management (use Buffer, Hootsuite, or Later instead)
  • Reputation management (use Birdeye or Podium if needed)
  • Marketing automation (use Mailchimp or SchedulingKit's AI follow-ups)
  • Online presence/listings management (use Yext or Moz Local if needed)
FAQ

Migration Questions

Why switch from Thryv?

Thryv is comprehensive but expensive ($199-499/month typical) with annual contracts. If scheduling is your primary need, you're paying for a lot of unused features. SchedulingKit offers deeper scheduling with AI automation starting free, with paid plans at $12-20/seat/month.

What replaces Thryv's other features?

SchedulingKit handles scheduling, booking, and client management. For invoicing, consider FreshBooks or Wave. For social media, try Buffer or Hootsuite. For reputation management, consider Birdeye. You may find that individual best-in-class tools cost less collectively than Thryv.

How does the cost compare?

Thryv typically costs $199-499/month with annual contracts. SchedulingKit starts free, Standard is $12/seat/month ($10 annual), Pro is $20/seat/month ($16 annual). Even adding separate invoicing and social media tools, you'll likely spend less overall.

Will my clients notice the switch?

Clients will see a new booking page. Send them an email with your new booking link. The AI chatbot will likely improve their booking experience by offering conversational, 24/7 scheduling instead of a basic form.

Further Reading

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