Your business is up and running. Manage it all in one place.
Stop juggling tools and bring your clients, projects, and payments into HoneyBook.
Centralize all your client communications
Switch to HoneyBook with human support
Let one of our experts transfer your clients, projects, and templates,
so you can pick up right where you left off.
1
Start your free 30-day trial and see how HoneyBook can help you run your business all in one place.
2
Once you’ve subscribed, send over the files and details behind your business, from clients to projects.
3
Our team will move everything into HoneyBook for you, so your account is organized and ready to use.
Self-setup, made simple
Bring your business into HoneyBook without spending hours on manual setup.
Enter your website URL to import your logo, colors, and social links.
Import a CSV, XLS, or XLSX file to create ready-to-go projects for clients.
Turn your PDF contracts into reusable templates clients can sign online.
Keep all your bookings, meetings, and sessions organized in one place.
Trusted by over
100K small businesses
By the end of setup, I had a system that matched how I already work — just more organized and streamlined.
Simple pricing, no surprises
Start free, then choose what fits as you grow.
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Everything you need to know
It’s a free, one-time service where our team takes your existing business files and turns them into ready-to-use HoneyBook templates. Just upload what you have, and we’ll format everything so it’s interactive, reusable, and set up in your account.
Yes. Migration is a free, one-time service included with your HoneyBook membership. Our team will set up your templates for you at no extra cost.
We can move over your key business materials and turn them into ready-to-use HoneyBook templates. This includes active projects with open invoices, which you can upload through a simple spreadsheet with details like project title, date, location, invoice totals, due dates, and remaining balances.
You can also upload client-facing materials like pricing and service lists, contracts, and questionnaires. Files can be shared as PDFs, documents, images, or spreadsheets, and our team will use them to set everything up in your account.
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No. You can keep using your current tools while we set everything up. Once your templates are ready, you can start using HoneyBook instead.
No. Your original files stay exactly as they are. We create new templates based on what you upload, so you’ll always have your originals as a reference.
You’ll have 14 days after subscribing to upload your files and take advantage of the free setup.
Yes, HoneyBook makes it simple to set up your account on your own.
From syncing your email and calendar to setting up your brand and adding clients and projects, there are plenty of ways to get started on your own. For step-by-step guidance, we recommend checking out our Help Center article.
Most basic account setup can be completed in about 30–60 minutes. If you’re setting up automations or other advanced features, plan for a little extra time.
Less admin. More time for your craft.
Switch to HoneyBook now and save up to 20 hours every week.
