Migrate from Zoho Bookings
to SchedulingKit
A practical guide to moving from Zoho Bookings to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Zoho Bookings. There is no one-click migration. Services and calendars move by hand; Zoho CRM sync and Zoho ecosystem automations stay behind.
Migrating from Zoho Bookings 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 Zoho Bookings 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 Zoho Bookings 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 Zoho Bookings
- Upcoming appointments already booked in Zoho Bookings (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Native Zoho CRM two-way sync
- Zoho Meeting links and Zoho workflows
- Custom booking form fields
Migration Steps
Follow these steps to complete your migration in 30-60 minutes
Export or Record Your Zoho Bookings Setup
Export your customer and appointment data if available, and record each service, staff member and custom field. 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 Zoho Bookings
- •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 Zoho Bookings. 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.
💡 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 Zoho Bookings links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Zoho Bookings 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 Zoho Bookings until its last booked appointment has passed
Feature Comparison
How Zoho Bookings features map to SchedulingKit
| Feature | Zoho Bookings | SchedulingKit |
|---|---|---|
| Online Booking | Zoho Bookings page | Booking page and embeds; AI chatbot add-on |
| Calendar Sync | Zoho Calendar, Google, Outlook | Google, Outlook, Apple iCloud |
| Payment Collection | Stripe, PayPal, Razorpay, Zoho Checkout | Stripe, PayPal, Square (Standard and above) |
| Custom Fields | Custom intake forms | Not available |
| CRM | Via Zoho CRM | Client records built from bookingsZoho CRM only via Zapier (Pro) |
| Reminders | Email and SMS reminders | Email; SMS on Standard and above |
| Group Bookings | Premium plan | Group bookings with a capacity |
What to Expect
What You'll Gain
- Optional AI chatbot add-on for website booking
- Optional AI receptionist add-on for calls (Business plan)
- Client records built from bookings
- Works independently of the Zoho ecosystem
Things to Consider
- Native Zoho CRM two-way sync (use Zapier on Pro)
- Zoho Meeting links (use Zoom, Teams or Google Meet)
- Zoho ecosystem workflows
- Razorpay and Zoho Checkout payments
- Custom booking form fields
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Zoho Bookings?
Set up takes about 30-60 minutes of manual work. Start free today.
Free forever plan available • No credit card required
More About Zoho Bookings
Looking for a Zoho Bookings alternative?
Explore SchedulingKit solutions built for your business:
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.