SchedulingKit
1-3 hoursModerate Migration

Migrate from WellnessLiving
to SchedulingKit

A practical guide to moving from WellnessLiving to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in WellnessLiving. There is no one-click migration. Services and classes move by hand; memberships, pass balances, POS, rewards and ClassPass stay behind.

Migrating from WellnessLiving to SchedulingKit takes about 1-3 hours. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our WellnessLiving 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 WellnessLiving 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 WellnessLiving
  • Upcoming appointments already booked in WellnessLiving (they stay there unless you re-enter them)
  • Client notes and profile fields (no CSV import)
  • Payment and invoice history
  • Memberships, auto-pay and class pass balances
  • POS, retail and rewards program
  • ClassPass integration and waitlists
  • Branded app
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 1-3 hours

01

Export or Record Your WellnessLiving Setup

Export your client list and document each class, service, membership and pass. Plan how active memberships and passes will be honored. 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 WellnessLiving
  • •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 WellnessLiving. 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

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. On Pro, recurring packages billed through Stripe can replace simple monthly passes.

💡 Tips:

  • •Recurring packages bill through Stripe only
  • •SMS credits are included per seat each month
06

Test, Switch Links and Run Both Tools in Parallel

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

Feature Comparison

How WellnessLiving features map to SchedulingKit

FeatureWellnessLivingSchedulingKit
Online BookingBooking widgetBooking page and embeds; AI chatbot add-on
Class SchedulingFull class management with waitlistsGroup bookings with a capacityNo waitlists or check-in
Client ManagementBuilt-in CRM with historyClient records built from bookings
PaymentsBuilt-in POSStripe, PayPal, Square for online bookingsNo POS
RemindersEmail and SMS remindersEmail; SMS on Standard and above
MarketingEmail marketing and campaignsNot availableWorkflows send booking-related messages only
Rewards/LoyaltyFull rewards programNot available
Staff ManagementStaff scheduling and rolesTeam members with roles

What to Expect

What You'll Gain

  • Free plan for one person, paid plans from $12 per seat
  • A simpler setup focused on booking
  • Class packs and recurring packages on Pro
  • Optional AI chatbot and AI receptionist add-ons

Things to Consider

  • ClassPass integration
  • Branded mobile app
  • Loyalty and rewards program
  • Class waitlists and check-in
  • Built-in POS for retail sales
Frequently Asked Questions

Migration Questions

Further Reading

Ready to Switch from WellnessLiving?

Set up takes about 1-3 hours 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.