SchedulingKit
2-5 hoursComplex Migration

Migrate from Zenoti
to SchedulingKit

A practical guide to moving from Zenoti to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Zenoti. There is no one-click migration. Services move by hand; POS, inventory, payroll, memberships and multi-location reporting stay behind.

Migrating from Zenoti to SchedulingKit takes about 2-5 hours. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our Zenoti 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 Zenoti 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 Zenoti
  • Upcoming appointments already booked in Zenoti (they stay there unless you re-enter them)
  • Client notes and profile fields (no CSV import)
  • Payment and invoice history
  • Memberships, packages and gift card balances
  • POS, inventory and vendor data
  • Payroll and commissions
  • Reporting and multi-location dashboards
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 2-5 hours

01

Export or Record Your Zenoti Setup

Export your client list and document services, staff, memberships and packages for each location. Plan how active memberships and packages 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 Zenoti
  • •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 Zenoti. 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.

💡 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 Zenoti links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Zenoti 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 Zenoti until its last booked appointment has passed

Feature Comparison

How Zenoti features map to SchedulingKit

FeatureZenotiSchedulingKit
Online BookingBooking widgetBooking page and embeds; AI chatbot add-on
Client ManagementBuilt-in CRM with full historyClient records built from bookings
PaymentsBuilt-in POS with inventoryStripe, PayPal, Square for online bookingsNo POS or inventory
RemindersEmail and SMS remindersEmail; SMS on Standard and above
MarketingMarketing automation suiteNot availableWorkflows send booking-related messages only
Employee ManagementPayroll and commissionsTeam members with rolesNo payroll
ReportingAdvanced BI dashboardsNot available
Multi-LocationEnterprise multi-location dashboardMultiple locations with per-location hours

What to Expect

What You'll Gain

  • Published per-seat pricing from $12
  • Self-service setup
  • Client records built from bookings
  • Optional AI chatbot and AI receptionist add-ons

Things to Consider

  • POS with inventory and vendor management
  • Payroll and commission tracking
  • Business intelligence dashboards
  • Centralized multi-location management
  • Marketing automation
  • Membership management (recurring packages through Stripe cover only simple cases)
Frequently Asked Questions

Migration Questions

Further Reading

Ready to Switch from Zenoti?

Set up takes about 2-5 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.