Schedly
Migration Guide · 25 minutes
Setmore
Setmore
Schedly
Schedly

How to Switch from Setmore to Schedly

Switching from Setmore to Schedly takes about 25 minutes and immediately upgrades your clients' booking experience. Schedly's modern, mobile-first booking pages convert more visitors into booked appointments — and the migration is straightforward with no data loss.

20–25 minutes
Very easy — beginner friendly
Step-by-Step Migration

Complete migration guide

Follow these steps in order. Each takes 2–5 minutes.

1

Sign up for Schedly free

Create your free Schedly account at schedly.io. No credit card needed. The free plan includes everything you need to test and transition from Setmore.

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Use the same email you use for business communications to keep your identity consistent.

2

Export your Setmore client data

From Setmore's dashboard, navigate to Customers and export your customer list. Save the CSV file with customer names and email addresses before you cancel.

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Also note any custom booking page settings, colors, or configurations you want to match in Schedly.

3

Connect your calendar

Connect your Google Calendar or Outlook Calendar to Schedly. Your live availability from your calendar automatically becomes your Schedly availability — no manual schedule setup needed.

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This is one of the most important steps. Real calendar sync prevents all double-bookings.

4

Create your services/event types

Add a Schedly event type for each service you offer. Set duration, availability windows, buffer times, and any booking instructions. Schedly's event types are more flexible than Setmore's service configuration.

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Set 10-15 minute buffer times between appointments to avoid back-to-back scheduling pressure.

5

Customize your booking page

Add your profile photo, business name, and description to your Schedly booking page. The result is a professional, branded page that makes a strong first impression. Schedly's booking page design is significantly more modern than Setmore's.

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Your booking page URL follows the format schedly.io/[your-name]. Choose a clean, memorable URL.

6

Enable reminders

Configure email reminders in Schedly. Set up 24-hour and 1-hour reminders as a minimum. If you upgrade to Schedly Pro, enable SMS reminders — the single most effective tool for reducing no-shows.

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SMS reminders typically reduce no-shows by 30-40% compared to email-only reminders.

7

Test and launch

Book a test appointment through your own Schedly link. Confirm the email, calendar event, and booking page all look and work as expected. Then update your booking links everywhere they appear.

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Check your email signature, website, and any social media profiles for existing Setmore links.

Data Migration

What transfers — and what doesn't

A clear-eyed look at what moves to Schedly and what you'll need to handle manually.

Data Item
Transfers?
How
Service configuration
Recreate manually in Schedly (5-10 min)
Customer email list
Export from Setmore first
Calendar availability
Reconnect calendar to Schedly
Historical appointment records
Export from Setmore before canceling
Setmore booking page design
Schedly has its own modern design system
Staff member accounts (Pro)
Re-invite team members to Schedly
Why Make The Switch

What you gain by switching to Schedly

Dramatically better booking page design

Schedly's booking pages are built for 2026 — clean, fast, and mobile-first. Setmore's interface has aged and can create friction in the booking experience.

Faster client booking flow

Clients complete a Schedly booking in under 60 seconds. A faster, lower-friction booking flow directly increases booking completion rates.

Better SMS reminders on Pro

Schedly Pro's SMS reminder system is more integrated and reliable than Setmore's SMS capabilities at comparable plan tiers.

Professional, modern aesthetic

Your booking page is often the first professional interaction a client has with your business. Schedly's design projects competence and modernity that Setmore's interface no longer achieves.

Watch out for these migration gotchas

Notify clients of the change if you have regulars

If you have recurring clients who have bookmarked your Setmore booking link, send them a quick email with your new Schedly link.

Multi-staff users — plan the team switch

If you have team members with individual Setmore booking links, coordinate the switch so all team members transition together to avoid confusion.

In Depth

Why a Modern Booking Experience Matters for Your Business

The booking page is often the first active interaction a client has with your business — and first impressions are formed in milliseconds. An outdated, slow, or confusing booking experience creates subconscious doubt about your business's quality. A clean, fast, modern booking experience builds confidence before the client even meets you. The difference in booking completion rates between a poor and excellent booking UX can be 20-40%.

Setmore vs Schedly: The Booking Experience Difference

Setmore's interface was designed in an earlier era of web design and hasn't kept pace with modern UX standards. Schedly's booking pages are built mobile-first, load faster, and guide clients through the booking process in fewer taps. For clients booking on their phone — which is most clients today — that difference is immediately felt. Switching to Schedly upgrades every new booking interaction from the day you go live.

The No-Show Problem and How SMS Solves It

No-shows cost service businesses 5-15% of their monthly revenue on average. Email reminders help, but SMS reminders are dramatically more effective — they achieve 98% open rates versus 20% for email. Schedly Pro's SMS reminders at $24/month typically pay for themselves within the first month for any business with 10+ appointments per week. This is the upgrade most former Setmore users make within their first 60 days on Schedly.

Migration FAQ

Common migration questions

Start for free · No credit card required

Stop Losing Bookings to
Scheduling Friction.

Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.

✓ Free forever plan✓ Set up in under 5 minutes✓ No credit card required✓ Cancel anytime