Migrate from Other Scheduling Platforms

Switch to meetergo from Calendly, Cal.com, or other scheduling tools

Updated on December 15, 2025

Switching scheduling platforms doesn't have to be complicated. This guide helps you migrate from other tools to meetergo while preserving your workflow and minimizing disruption.

Before You Migrate

What to Prepare

List of your current meeting types
Your availability settings
Integration connections (calendar, video, CRM)
Any custom branding or settings
Team member list (if applicable)

What Transfers

Data	Can Migrate
Meeting type configurations	Manual recreation
Availability schedules	Manual recreation
Calendar connections	Reconnect in meetergo
Past bookings	No (stay in old platform)
Upcoming bookings	Keep in both until completed
Contacts	Export/import possible

What Doesn't Transfer

Historical booking data
Analytics history
Integration credentials (must reconnect)
Custom CSS (may need adjustment)

Migration Steps

Step 1: Set Up Your meetergo Account

Create your meetergo account
Complete the onboarding wizard
Connect your calendar(s)
Set your availability

See Quick Start Guide for detailed steps.

Step 2: Recreate Meeting Types

For each meeting type in your old platform:

Go to Meeting Types → Create
Match the name and description
Set the same duration
Configure scheduling options:
- Buffer times
- Minimum notice
- Booking window
Set up the same location/video conferencing
Add any booking form questions

Take screenshots of your old meeting type settings before starting. This makes recreation easier.

Step 3: Import Contacts (Optional)

If you want to bring over your contact list:

Export contacts from your old platform (usually CSV)
Go to Contacts → Import
Upload your CSV file
Map the fields
Review and confirm import

See How to Import Contacts for details.

Step 4: Set Up Integrations

Reconnect your essential integrations:

Calendars

Video Conferencing

CRM

Step 5: Configure Branding

Match your brand appearance:

Upload your logo
Set brand colors
Customize booking page styling
Set up email templates

See Customize Branding.

Step 6: Set Up Automations

Recreate your reminder workflows:

Go to Workflows
Create reminders that match your old setup
Configure timing and channels
Assign to meeting types

See Workflows Overview.

Step 7: Test Everything

Before going live:

Create a test booking
Verify calendar events are created
Check confirmation emails
Test video link generation
Verify reminders send correctly

Step 8: Update Your Links

Replace old scheduling links with new meetergo links:

Common Places to Update

Step 9: Run Parallel (Recommended)

For a smooth transition:

Keep both platforms active initially
Start directing new bookings to meetergo
Complete existing bookings in old platform
Fully switch once upcoming bookings clear

Platform-Specific Guides

From Calendly

Key differences to note:

Meeting types → Meeting types (similar concept)
Event types → Meeting types
Routing forms → Routing forms (similar)
Teams → Groups

Migration tips:

Calendly integrations need reconnection
Custom branding translates well
Workflow/reminder logic is similar

From Cal.com

Key differences to note:

Event types → Meeting types
Availability → Availability (very similar)
Workflows → Workflows (similar concept)
Teams → Groups

Migration tips:

Open source users: You'll gain managed hosting
Self-hosted users: Data export before switching
Cal integrations may have meetergo equivalents

From HubSpot Meetings

Key differences to note:

HubSpot integration available in meetergo
Round-robin works similarly
Form fields can be replicated

Migration tips:

Reconnect HubSpot as an integration
Map form fields to meetergo questions
Consider using meetergo's HubSpot integration for CRM sync

From Microsoft Bookings

Key differences to note:

Services → Meeting types
Staff → Users/Groups
Booking pages → Booking pages

Migration tips:

MS Teams integration works in meetergo
Calendar sync is straightforward
More customization options in meetergo

Handling Existing Bookings

Option 1: Honor in Old Platform

Keep old platform active until bookings complete
Don't reschedule existing bookings
Only new bookings go to meetergo

Option 2: Reschedule to meetergo

Contact attendees with new booking links
Cancel old bookings after rescheduling
More disruptive but cleaner break

Our Recommendation

Use Option 1 (parallel operation) for 2-4 weeks, then fully switch once existing bookings clear.

Updating Embedded Calendars

If you have embedded scheduling on your website:

Get your new meetergo embed code
Replace the old embed code
Test the embedded booking flow
Check mobile responsiveness

See Embedding Overview.

Team Migration

For team accounts:

Create the organization in meetergo
Invite team members
Set up groups for team scheduling
Recreate round-robin configurations
Have each member connect their calendar

Recommended Order

Admin sets up organization
Create groups and meeting types
Invite team members
Members connect calendars
Test team booking flows
Switch over as a team

Post-Migration Checklist

Getting Help

If you run into issues during migration:

Check our Help Center for specific topics
Use the chat support widget
Contact us at support@meetergo.com

We're happy to help make your transition smooth!

FAQ

Can meetergo import my data automatically?

Currently, migration is manual. We're working on import tools for common platforms.

Will I lose my booking history?

Historical data stays in your old platform. Export reports before cancelling if you need records.

How long should I run both platforms?

We recommend 2-4 weeks of parallel operation, or until all existing bookings complete.

Can I keep the same booking URL?

Your meetergo URL will be different. Set up redirects from old URLs if possible, or use a custom domain.

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