Migration guide
Switch from Calendly to ElevateAI.
Keep the booking link. Get the follow-up that fills it.
What changes for you
Booking is one part of the platform
Calendars come with the CRM, reminders, texting, and payments, not as a standalone tool.
No-shows get chased for you
Automated text and email reminders, plus rebooking when someone misses.
Unlimited users on every plan
Add your whole team's calendars without adding seats.
ElevateAI / Import workspace
calendly-export.csv
Uploaded · columns matched automatically
- Contacts1,284
- Tags37
- Deals212
Sample data
From Calendly
5 of 6 mapped- Event typesCalendars
- Booking pagesFunnels & websites
- Invitee questionsForms & surveys
- Reminders & follow-upsWorkflows & Automations
- InviteesCRM with smart lists
Everything has a home
Where your Calendly stuff lives in ElevateAI
| In Calendly |  In ElevateAI |
|---|---|
| Event types | Calendars |
| Booking pages | Funnels & websites |
| Invitee questions | Forms & surveys |
| Reminders & follow-ups | Workflows & Automations |
| Invitees | CRM with smart lists |
| Paid bookings | Payment integrations + Text-2-Pay |
Your switching checklist
Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags, via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
Timeline
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
Will I lose anything from Calendly?
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
How long does switching take?
Most switchers are fully moved in within their first week. You follow the Calendly guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
What does switching cost?
Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.
We set you up 1-on-1 in your first week, then stay on live chat and Zoom.
Coming from another tool?Ready to leave Calendly behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.
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