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, since members who take advantage of account migration are up and running within a week.
In this article, we'll review:
What is the account migration service?
Our complimentary account migration service allows you to send pieces of your existing business documentation or framework 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
Completed spreadsheet (provided by us!) with your existing clients with open invoices
We can accept .doc, .pdf, .jpg, .png, .xls, and .txt documents.
Wherever you are in the process of developing your pricing/services, contracts, or questionnaires, we can help. Once we’ve set up your materials, you can edit them however you need! That way, if there's still work to be done, you'll at least have it all in the right place and won't be starting from scratch.
Whether you already have fully built-out documentation that you've been using on another platform, or you just want to get the ball rolling by importing those in-progress notes and documents, you can take advantage of (and really benefit from!) this service.
How do I send in the materials to migrate my account?
It's easy! All you need to do is send us your stuff and wait (up to 72 hours).
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 documents, our Account Setup team will upload everything to the appropriate location within your Templates section, aligning them with HoneyBook's formatting.
3. Within 3 business days, you'll receive an email from us that your materials have been successfully uploaded! Then, you can follow the steps below to locate everything we migrated for you.
Where can I find my materials once they've been migrated?
Once our team has completed your migration, here's how you can find your materials:
Finding contracts & questionnaires
Any migrated contracts and questionnaires will be in the Account Setup folder of your Templates section.
1. From your HoneyBook home page, click the Tools menu and select Templates.
2. Click the Account Setup folder.
Now, you should see your templates within that folder! And remember that templates are never set in stone—you can click to open any template our team added, review it, and make any changes you need.
Finding pricing, packages, and/or services
Any pricing information that our team added will be available in the Packages tab of your Templates section.
1. From your HoneyBook home page, click the Tools menu and select Templates.
2. Click the Packages tab.
Now, you should see your pricing and packaging templates in that tab! And remember that templates are never set in stone—you can click to open any template our team added, review it, and make any changes you need.
Once you have some package templates in place, you can pull them into any invoice you create in the future! You can even insert pieces of your templates into other smart files by copying and pasting.
Finding existing clients with open invoices
If our team migrated any existing projects or clients into HoneyBook for you, you can find them in your project pipeline. They'll be clearly labeled with the primary client's name, and will contain a draft invoice ready to send to your client at your convenience!
We'll even mark past payments as paid, so your bookkeeping section will reflect all payments made.
1. From your HoneyBook home page, click the Projects tab.
2. Projects will be labeled according to your client's name. Click the project you'd like to review.
3. To find open invoices, click the Files tab in the project. You'll find your draft invoice there, which you can click to open, make any adjustments, and send off!
What documents can the team set up for me?
Our team can complete this one-time service to help upload:
What information can we use to build out these templates? See below!
What types of materials should I upload?
If you already have fully built out pricing structures, contracts, questionnaires, etc. that you just need formatted into HoneyBook, great—but you don't need to have completed documentation to take advantage of this service! You can always just use it to get a head start and upload whatever you have now, then make any edits to the templates down the road.
Each document can be 15mb or less, and we can take up to 10 of each document 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
And remember, even if your documents aren’t totally perfect (or maybe not even complete) yet, that’s totally okay. We can upload what you have to get the ball rolling, and you can make edits to your pricing and package templates, smart files, and projects we set up whenever you’re ready.
Does anything need to be in a certain format?
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?).
Is there a limit to how much I can send?
We can take up to 10 of each document type, and each document should be 15mb or under.
What if I’m a brand new business, not currently using these types of documents, or have incomplete documents?
Even if your documentation isn’t, shall we say, fully organized yet, you can still take advantage of account migration! Just send us what you’ve got. We can upload what you do have to get you started, and you can make edits to the templates once you have things more fully fleshed out.
If you’re totally starting from scratch, though, that’s okay too—you don’t need to upload anything yet! Take your time and use the uploader whenever you’re ready... but remember, you can only upload once!
And remember: you don’t need to use this service 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. Pricing and package templates, smart files, and projects are easy for you to create, 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 PDFs.
How is this service helpful for me?
It's a time-saver and workflow-streamliner!
While we try to make creating pricing and package templates, smart files, and projects as quick and painless as possible, they do, of course, take time—setting up an account for your business from scratch is a lot of work! This is here to take a big something off your plate as you get going.
Once you have materials and 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 smart 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 smart file off as-is.
Can I use this service more than once?
This is a one-time service, so you should upload as much as you have at this stage!
Don't worry, though—we won't leave you hanging after the initial set-up. We're always happy to walk you through creating pricing and package templates, smart files, and projects in the future, or answer any other questions that arise.
How much does this cost?
Nothing! This is a free, one-time 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 my account up 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. Pricing and package templates, smart files, and projects are easy to create!
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!