> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from Calendly

> Step-by-step guide to migrating your booking pages, event types, and scheduling from Calendly to HoopAI.

HoopAI includes a full scheduling and booking system. Here is how to migrate from Calendly.

***

## What transfers

| Data                        | Transferable? | Method                                             |
| --------------------------- | ------------- | -------------------------------------------------- |
| Upcoming appointments       | No            | Manually recreate or let them complete in Calendly |
| Contact info from bookings  | Partial       | Export and import as contacts                      |
| Event types                 | No            | Recreate as HoopAI calendars                       |
| Booking page design         | No            | Customize HoopAI booking pages                     |
| Integrations (Zoom, Google) | Yes           | Reconnect in HoopAI                                |
| Routing/round-robin rules   | No            | Reconfigure in HoopAI                              |
| Past appointment history    | No            | Export for reference                               |

***

## Migration steps

<Steps>
  <Step title="Document your Calendly event types">
    List each event type: name, duration, availability hours, buffer times, booking questions, and notification settings. This is your blueprint.
  </Step>

  <Step title="Export contacts (optional)">
    Export your scheduled events from Calendly to get a contact list. Import into HoopAI as contacts.
  </Step>

  <Step title="Create calendars in HoopAI">
    Go to **Calendars → + New Calendar** and create a calendar for each Calendly event type. Configure:

    * Duration
    * Availability hours
    * Buffer time (before/after)
    * Minimum scheduling notice
    * Maximum days in advance
  </Step>

  <Step title="Set up booking questions">
    Add custom form fields to each calendar to replicate the questions Calendly collects (name, email, phone, custom questions).
  </Step>

  <Step title="Connect Google Calendar or Outlook">
    Go to **Settings → Integrations** and connect your calendar for two-way sync to prevent double bookings.
  </Step>

  <Step title="Connect Zoom or Google Meet">
    Enable virtual meeting links in calendar settings. HoopAI auto-generates meeting links when appointments are booked.
  </Step>

  <Step title="Set up notifications">
    Configure confirmation emails, reminder SMS/emails, and follow-up messages in the calendar notification settings.
  </Step>

  <Step title="Replace booking links">
    Update your website, email signatures, and social profiles to use your new HoopAI booking page URL.
  </Step>

  <Step title="Set up round-robin (if used)">
    If you use Calendly's round-robin, configure a round-robin calendar in HoopAI with the same team members.
  </Step>
</Steps>

***

## Post-migration checklist

* [ ] All event types recreated as HoopAI calendars
* [ ] Availability hours configured correctly
* [ ] Buffer times and scheduling limits set
* [ ] Custom booking questions added
* [ ] Google/Outlook calendar synced
* [ ] Video conferencing connected (Zoom/Google Meet)
* [ ] Notification emails and SMS configured
* [ ] Booking page URLs updated everywhere
* [ ] Round-robin routing configured (if applicable)
* [ ] Test booking completed successfully

***

## Common issues

<AccordionGroup>
  <Accordion title="Time slots not showing on booking page">
    Verify availability hours, buffer times, and calendar sync. Check the [Calendar troubleshooting](/troubleshooting/calendar-issues) guide.
  </Accordion>

  <Accordion title="Google Calendar not syncing">
    Disconnect and reconnect with full read/write permissions in Settings → Integrations → Google.
  </Accordion>

  <Accordion title="Embed widget not working">
    Copy the latest embed code from the calendar's share settings. Ensure your website allows iframes.
  </Accordion>
</AccordionGroup>
