SchedulingKit
30-60 minutesModerate Migration

Migrate from Tidio
to SchedulingKit

A practical guide to moving from Tidio to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Tidio. There is no one-click migration. Tidio is a chat tool, so the switch means setting up booking pages and, optionally, the AI chatbot add-on; chat history and flows stay behind.

Migrating from Tidio to SchedulingKit takes about 30-60 minutes. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our Tidio 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 Tidio 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 Tidio
  • Upcoming appointments already booked in Tidio (they stay there unless you re-enter them)
  • Client notes and profile fields (no CSV import)
  • Payment and invoice history
  • Chat transcripts and visitor history
  • Chatbot flows
  • E-commerce chat integrations
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 30-60 minutes

01

Export or Record Your Tidio Setup

Export contacts if you need them, and list the questions your Tidio bot answers and how bookings are handled 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 Tidio
  • •Save your client contact list for your announcement email
02

Create Your SchedulingKit Account and Choose a Plan

Sign up free, then pick the plan that matches what you use in Tidio. 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
03

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
04

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
05

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
06

Test, Switch Links and Run Both Tools in Parallel

Make a test booking end to end, including payment and reminders. Then replace your Tidio links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Tidio 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 Tidio until its last booked appointment has passed

Feature Comparison

How Tidio features map to SchedulingKit

FeatureTidioSchedulingKit
Live ChatFull live chat platformNot availableNo human live chat
Chatbot FlowsVisual flow builderAI chatbot add-on ($12/month, Standard and above)
Appointment BookingVia chatbot flowsNative booking pages; the AI chatbot can create bookings
Widget CustomizationCustomizable widgetInline embed, popup widget or button link for booking

What to Expect

What You'll Gain

  • Native appointment booking instead of chatbot flows
  • Calendar sync and reminders built in
  • Payments or deposits at booking on Standard and above
  • Optional AI chatbot that can check availability and create bookings

Things to Consider

  • Human live chat handoff for non-booking queries
  • E-commerce chat integrations (Shopify, WooCommerce)
  • Visitor tracking and live visitor list
Frequently Asked Questions

Migration Questions

Further Reading

Ready to Switch from Tidio?

Set up takes about 30-60 minutes of manual work. Start free today.

Free forever plan available • No credit card required

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.