Are you postponing getting started with a new tool?
Overwhelmed by the prospect of transitioning everything from your old system into HoneyBook?
We know, it can be daunting; but that's why we have a team dedicated to transferring your existing materials into HoneyBook on your behalf — a service that's available as soon as you become a paid HoneyBook member!
With just a couple minutes of work required from you, our team takes the tedious set-up work off your plate. It's the easiest way to change your business for the better from the very beginning.
What is the account migration service?
Our complimentary account migration service allows you to send pieces of your existing business documentation right to our team. Then, we’ll add them to your HoneyBook account in the form of Templates — saving you much precious time that might otherwise have been spent on account setup.
You can send us things like:
Lead & client questionnaires
We can accept these in almost any format that you have them!
We can accept .doc, .pdf, .jpg, .png, .xls, or .txt documents.
Once we’ve set up your Templates, you can edit them however you need! That way, if you need to make changes in the future, you'll at least have it all in the right place and won't be starting from scratch.
Want more info? Check out more deets below.
How does account migration work & how it is helpful?
It's super easy! All you need to do is send us your stuff and wait. When your files are ready, you'll be notified immediately over email!
Having trouble accessing the page? Get in touch with our Concierge team by clicking the Question Mark icon on any HoneyBook page!
2. Once they receive your files, our Account Setup team will upload everything to the appropriate location within your Templates section, aligning them with HoneyBook's formatting.
3. When your Templates are ready, you'll receive an email from us that your materials have been successfully uploaded! To access:
Click Tools > Templates in your top navigation bar
Select the Template type you're looking for (Contracts, Questionnaires, or Packages) from the menu.
4. In the appropriate Templates section, you'll be able to find each of the Templates our team added for you! You can click to open any Template, allowing you to double check that it was set up correctly and make any edits that you need.
5. Use your Templates when you're creating other file Templates/live files (in the case of Packages) or sending Contracts and Questionnaires to your clients! And remember, Templates are not set in stone — they just give you a jumping off point. Once you apply them to another file or Project, you can adjust as necessary without affecting the original Template.
So how is this helpful? It's a time-saver and workflow-streamliner!
While we try to make creating Templates on your own as quick and painless as possible, it does, of course, take time — setting up an account for your business from scratch is a lot of work! This is meant to take something off your plate as you get going.
Once you have Templates in place for a particular element of your workflow, you can apply them to any Project with a few clicks — instead of needing to start from scratch every time — and work off of that! When creating a new file, for example, you'll have the option to quickly choose a Template to start with. Then, you can edit if necessary, or just send the file off as-is.
What can the team set up for me?
Our team can complete this service to help upload:
What information can we use to build out these Templates? See below!
What types of materials should I upload? Do they need to be in a certain format?
If you already have fully built out pricing structures, contracts, questionnaires, etc. that you just need formatted into HoneyBook, we'll take any and all of it! You can always just use this service to get a head start and upload whatever you have now, then make any edits to the Templates down the road.
Each file can be 15mb or less, and we can take up to 10 of each file type.
Here's what information might be helpful for each type of Template.
Any documents that detail the prices of your items or pricing packages
Old contracts/agreements or contract language you've used or intend to use
Sets of questions you've sent to your clients or directed your clients to fill out
New lists of questions that you may want to send in the future
Screenshots of Google forms, websites, or anything else that has been used to qualify leads or collect client information
Of course, we understand that your business lives in different places and formats. To make it easy to get started on HoneyBook, we accept .doc, .pdf, .jpg, .png, .xls, .txt, and even Google docs (did you know you can download them?).
And remember, even if your documents aren’t totally perfect yet, that’s totally okay. We can upload what you have to get the ball rolling, and you can make edits to the Templates we set up whenever you’re ready.
Is there a limit to how much I can send?
We can take up to 10 of each file type, and each file should be 15mb or under.
What if I’m a brand new business, or not currently using files?
If you’re totally starting from scratch, that’s okay — you don’t need to upload anything! Feel free to take some time to get your ducks in a row and upload your materials when you have a critical mass. You can use the uploader whenever you’re ready, but remember, you can only upload once!
And remember: you don’t need to use this service at all to use HoneyBook, or even to be successful! It’s here to help save you some time and hit the ground running, but you can always DIY it. Templates are easy to create yourself, too!
Where do I send/upload my materials?
Can I transfer documents directly from my current service to HoneyBook?
There isn't a way to directly push your account information from another platform to HoneyBook, but you'll likely be able to export your information or save documents as PDFs from wherever they're currently housed! Once you've extracted the materials you need, you can upload them for our team.
Check out the help center for your specific platform for more information on exporting or saving documents as a PDF.
Can I use this service more than once?
We allow for 3 uploads in total; once you've uploaded your first round of documents, you'll have 14 days to upload any additional documents you need.
Don't worry, though — we won't leave you hanging after that We're always happy to walk you through setting up your own Templates in the future, or answer any other questions that arise.
How much does it cost?
Nothing! This is a free service that comes with your membership — our gift to you to help you get started! As soon as you become a subscribed HoneyBook member, you can get the ball rolling.
I’d rather set up everything myself. Is that okay?
Absolutely! We’ve built HoneyBook to be user-friendly from the start — account migration is merely an added benefit to take some of the burden off your plate. If you don't quite have everything together yet (or you'd rather just control the process yourself), you can totally DIY it. Templates are easy to create!
And remember, our robust help center, video tutorials, and concierge team will always be on standby should you have any questions. We’ve even put together a simple introductory training session so you have all the info you need to get started. You can sign up for a live training — or watch a recording at your leisure! — right here.
Can anyone personally help with my account setup?
🚀 Get expert guidance: HoneyBook Pros are trusted professionals who help map out your process, implement best practices, and grow your business.
Want to learn more?
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!