Switching guide · Reviewed November 2026
How do I move my clients from HoneyBook to another CRM?
To move from HoneyBook, export your client and project data, gather your active contracts and invoices as PDFs, then bring them into the new CRM before you cancel. DayOf has a guided move for this: send the export, screenshots, or PDFs, and your clients, dates, payment history, and documents are organized in DayOf. A free move covers up to 10 projects.
Step by step
The order that keeps active weddings safe:
- Export your contacts and projects from HoneyBook as a spreadsheet.
- Save signed contracts and open invoices as PDFs.
- Write down payment plans that still have installments due.
- Start the guided move in DayOf and upload what you saved.
- Check each active wedding in DayOf, then send new invoices for remaining balances.
- Cancel HoneyBook once every active booking is in place.
What the move costs
The free move covers up to 10 projects, once per business. A larger move covers up to 50 projects for a one-time fee shown before checkout. White Glove Migration, where the DayOf team does the work, is included with an active annual plan.
Questions vendors ask
- How do I move my clients from HoneyBook to another CRM?
- Export your contacts and projects, save active contracts and invoices as PDFs, then import them into the new CRM before canceling. DayOf offers a guided move with a free tier.
- Is moving to DayOf free?
- The free move covers up to 10 projects once per business. White Glove Migration is included with an active annual plan.
- What happens to payment plans already in progress?
- Record what has been paid, then send a new DayOf invoice for the remaining installments so the client pays online from there.
Keep reading
Reviewed November 2026. Sources: HoneyBook help center. Features and prices change; check each site for current details. Product names are trademarks of their owners; this is an independent comparison by DayOf.
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