Free account migration makes switching easy
Our team takes the tedious work off your plate, so you can have a strong start.
How does free account migration work?
Upload your existing materials
Think pricing/service lists, contracts, and questionnaires — either from your current platform or wherever else they live.
We’ll convert them into templates
Once you submit your files, our team will carefully build them into your account ready-to-use templates.
We’ll notify you when they’re done
Expect an email from us when your templates are ready. In the meantime, you’re free to focus and grow your business.
Our team of experts will set up your templates – carefully by hand
- Save time on data entry
- Stay focused while we make the switch
- Stand out with industry best templates
- Skip the stress
Do-it-yourself, have no fear
- Get best practices for using your templates
- Ask for help if you need it, we’ll be there
- Learn from peers in our community
- Stay in total control
Members who use account migration are up and running within a week and
Feel more prepared for the next big client.
Account migration FAQs
What is HoneyBook account migration?
What is included in this service?
Where do I upload my materials to get migrated?
What formats do you accept?
What if I need to change something after account migration?
How much does the account migration service cost?
How long does the account migration process take?
What should I do while your team is working on my account?
What’s not included in this service?
How can I transfer my clients into HoneyBook?
I’d rather set up everything myself, is that okay?
Learn why these businesses made the switch
