You probably know by now that HoneyBook helps you stay organized by keeping all your clients, files, and payments in one place. But what if you already had everything in one place—and now you need to transfer it to HoneyBook?
Here are a few tips to get you going, if you're transitioning between systems!
Take advantage of our free file setup service! Once you're a paid HoneyBook member, you can send your pricing and package, contract, and questionnaire files to our team—we'll add them as reusable templates in your HoneyBook account.
You can also create your other existing files as templates on your own, so you can easily use the same formats over and over.
Add your team members if you need to collaborate.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!