How to Switch from Square Appointments to Schedly
Square Appointments is great if your entire business runs through Square's ecosystem. If you use Stripe, need stronger virtual meeting integration, or want scheduling that isn't tied to a payment processor's roadmap — this guide walks you through switching to Schedly step by step.
Complete migration guide
Follow these steps in order. Each takes 2–5 minutes.
Create your Schedly account
Create a free Schedly account at schedly.io. No credit card required for the free plan. If you plan to collect payments through Schedly, you'll need Schedly Pro ($24/month) and a Stripe account.
Start free to test the platform, then upgrade when you're ready to enable payment collection.
Export your Square client data
From your Square Dashboard, go to Customers → Export. Download your customer list including names, emails, and phone numbers. This is your client contact data and is worth keeping regardless of which scheduling tool you use.
Also export your appointment history from Square Reports for your records.
Connect your calendar
Connect your Google Calendar or Outlook Calendar to Schedly. Schedly reads your real-time availability from your connected calendar, preventing double-bookings automatically.
If you've been managing availability only through Square, Schedly will be the first time your scheduling is tied to a proper calendar — this is an improvement.
Recreate your services as event types
Create a Schedly event type for each service you offer through Square Appointments. Set the name, duration, price (for display purposes), buffer time, and availability. Schedly supports unlimited event types with no plan restrictions.
Group similar services into categories using Schedly's event type organization features.
Connect Stripe for payment collection
If you want to collect payment at booking (deposits or full payment), connect your Stripe account to Schedly Pro. This replaces Square's payment processing with Stripe — which may have different processing fees. Compare fees before deciding.
Stripe's standard processing fee is 2.9% + 30¢. Compare this to Square's 2.6% + 10¢ for in-person and 2.9% + 30¢ for online payments.
Set up virtual meeting links
If you run virtual appointments, connect Zoom, Google Meet, or Microsoft Teams to Schedly. Schedly will auto-generate a unique meeting link for each virtual booking and include it in the confirmation email.
Square Appointments has limited video meeting integration — Schedly's Zoom and Google Meet integrations are significantly stronger.
Test and go live
Book a test appointment using your Schedly booking link. Confirm the confirmation email, calendar event, and any payment flow work correctly. Then update your website booking button and any other places you share your Square booking link.
Update your Google Business Profile booking link if you've connected Square Appointments there.
What transfers — and what doesn't
A clear-eyed look at what moves to Schedly and what you'll need to handle manually.
What you gain by switching to Schedly
Process payments via Stripe instead of Square
If your primary payment processor is Stripe — or you want to use it — Schedly Pro integrates natively with Stripe for booking-time payment collection.
Stronger virtual meeting integration
Schedly auto-generates Zoom, Google Meet, and Teams links for every virtual booking. Square Appointments has limited native video meeting support.
More flexible intake forms
Schedly's intake forms include unlimited questions, multiple field types, file uploads, and required field designation — more comprehensive than Square Appointments' intake customization.
Scheduling independent of payment processor
Schedly's scheduling roadmap is independent of any payment processor's priorities. You get scheduling improvements based on scheduling needs — not Square's broader product strategy.
Watch out for these migration gotchas
Keep Square for in-person POS payments
If you use Square hardware for in-person transactions, keep your Square account active for that purpose. Schedly replaces only the online scheduling/booking layer — not Square's POS system.
Compare payment processing fees
Moving from Square to Stripe changes your payment processing fee structure. Compare the total cost including processing fees for your transaction volume before switching payment processors.
Update your Google Business Profile
If your Google Business Profile has a 'Book' button connected to Square Appointments, update that integration to point to your new Schedly link.
When Does It Make Sense to Leave Square Appointments?
Square Appointments is genuinely excellent for businesses that live entirely inside the Square ecosystem — Square POS terminals, Square merchant services, Square payroll. The native integration between in-person payments and scheduling is hard to match. But for online-first service businesses, those with virtual appointments, or businesses using Stripe for payment processing, Square Appointments creates dependency on an ecosystem that doesn't serve them optimally.
The Stripe vs Square Payment Decision
Many service businesses are already processing payments through Stripe — particularly those with online-first businesses, SaaS products, or e-commerce. Schedly Pro integrates with Stripe natively for booking-time payment collection. If you want payment at booking and your preferred processor is Stripe, Schedly is the straightforward choice. The scheduling and payment experience are designed to work together seamlessly.
What Stays with Square After You Switch
If you have Square POS hardware for in-person payments, keep your Square account active for that purpose. Schedly replaces only the online scheduling layer — your Square POS continues working for in-person transactions independently. The two systems can coexist, with Schedly handling all online booking and Square handling in-person payment processing.
Common migration questions
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.