Get your existing business documents (like brochures, Google forms, and contracts) transferred into HoneyBook when you subscribe. After you upload your documents, the HoneyBook team will begin converting your existing documents to smart files, getting you up and running within 72 hours of subscribing.
Once your materials are set up, you can edit them as needed.
How the free file transformation service works
The free file transformation service allows you to send existing business documents to HoneyBook. These files will get added to your HoneyBook account as templates, saving you time and effort in setting up your account.
You can send 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.
You can send in:
Pricing lists
Packages
Service lists
Contract language
Lead and client questionnaires
and more
How to upload materials
Once you've subscribed to HoneyBook, visit Account setup. From here, you can upload your documents.
🎨 Size, file type, and other requirements
Be sure to use these formats: .doc, .pdf, .jpg, .png
Each document you upload must be 15MB or less
HoneyBook can take up to 10 of each document type
Where to find your newly transferred materials
Once your documents are done transferring to HoneyBook, you can find them under My Templates.
To get to My Templates:
From the navigation menu, select Templates
Select File templates
Can I transfer files directly from my current service to HoneyBook?
Can I transfer files 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. Once you've extracted the materials you need, you can upload them for our team.
Can I get some more personal help setting up my account?
Can I get some more personal help setting up my account?
🚀 Get expert guidance: HoneyBook Pros are trusted professionals who help map out your process, implement best practices, and grow your business.
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!