How to Migrate from HoneyBook to Agiled (2026 Step-by-Step Guide)

You cannot bulk-import a HoneyBook account into any tool, including Agiled, because HoneyBook does not offer a full data export. The realistic move is a 1-2 week parallel switch: rebuild your most-used templates in Agiled, point new leads at Agiled, let in-flight HoneyBook projects finish, then export your contacts (CSV) and download signed contracts before you cancel. This guide walks through every step, what carries over, what you rebuild, and what you save.

Switching client platforms feels risky because your contracts, payment history, and active bookings all live in one place. The good news: moving from HoneyBook to Agiled is very doable if you treat it as a phased switch rather than a one-click import. This guide is the practical, no-hype version: what HoneyBook actually lets you take with you, how each feature maps to Agiled, the exact order to do things in, and how to cancel safely.

If you are still deciding, start with the HoneyBook vs Agiled comparison or the best HoneyBook alternatives. If you have already decided, keep reading.

Why people move from HoneyBook to Agiled

Most migrations are triggered by one of these:

• Price. HoneyBook's February 2025 increase pushed Starter from $19/month to $36/month ($29/month on annual billing), Essentials to $59/month ($49 annual), and Premium to $129/month ($109 annual). Many users on legacy plans saw larger jumps.
• Transaction fees. HoneyBook charges payment fees on top of your subscription: 2.9% + $0.25 per Visa/Mastercard payment, 3.4% + $0.09 for Amex, Discover, and card-on-file (autopay) payments, and 1.5% for ACH bank transfers. Instant deposits add another 1%.
• The work after the booking. HoneyBook handles lead-to-payment well but has no real project management, no Gantt or Kanban, and no time tracking that flows into invoices. Once a client signs, you are switching to another tool.
• Coverage and teams. HoneyBook works in the US and Canada only, and it is built around the solo creative. Agencies that add staff, track utilization, or run HR outgrow it.

Agiled covers the same booking flow (leads, proposals, contracts, e-signatures, invoicing, scheduling) and then continues into project management, time tracking, client portals, and HR in one place.

What you can (and cannot) export from HoneyBook

This is the part most guides get wrong. Set expectations correctly before you start.

Data in HoneyBook	Can you take it?	How
Contacts / client list	Yes	Export to CSV (you may need to ask HoneyBook support)
Signed contracts	Yes, as records	Download each signed PDF for your files
Invoices & payment history	Partial	Download invoice PDFs; full transaction history stays in HoneyBook reports
Proposal & contract templates	No bulk export	Recreate in Agiled (copy/paste the text)
Automations / workflows	No	Rebuild in Agiled's workflow builder
Email templates	No bulk export	Copy/paste into Agiled
Scheduling / availability rules	No	Reconfigure in Agiled scheduling

The practical takeaway: your clients and your signed records come with you. Your templates and automations get rebuilt, which is also a good moment to clean them up. Budget a few hours for rebuilding, not days.

How HoneyBook features map to Agiled

You are not losing capabilities, you are relocating them. Here is where each HoneyBook feature lives in Agiled.

HoneyBook	Agiled equivalent	Notes
Leads / inquiries	CRM + lead forms	Visual pipeline, not just a list
Smart files / proposals	Documents	Proposals, contracts, e-sign in one doc
Contracts & e-signatures	Documents	Reusable templates, legally binding e-sign
Invoices & payments	Finance	Invoices, estimates, recurring billing, expenses
Scheduler	Scheduling	Booking pages, availability, buffers, calendar sync
Automations	Workflow automation	Visual builder with triggers and conditions
Client portal	Client portal	Fully branded; clients view, approve, and pay
(none) Project management	Projects	Kanban, Gantt, tasks, milestones
(none) Time tracking	Time tracking	Timer that converts hours into invoices

The migration plan: switch in 1-2 weeks without breaking anything

The safest way to switch is to run both tools briefly in parallel. Do not cancel HoneyBook on day one.

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account and set your branding (logo, colors, business details).
2. Connect your payment processor (Stripe/PayPal) so you can collect payments natively.
3. Connect your calendar (Google/Microsoft) for scheduling.

Phase 2 - Rebuild your templates (Day 2-4)

1. Open your top 3-5 HoneyBook templates (the proposal, contract, and invoice you use most). Recreate them in Documents. Copy the text directly; reuse the same legal contract language.
2. Recreate your main intake/lead form in CRM and grab the embed code for your website.
3. Rebuild your one or two most important automations in the workflow builder (for example: lead submits form, send proposal, on signature create project and send invoice).

Tip: rebuild only what you actually use. Most HoneyBook users have a handful of templates they rely on and a pile they never touch. Migrating is the time to drop the dead weight.

Phase 3 - Point new business at Agiled (Day 4-7)

1. Swap the lead form / "work with me" link on your website and social profiles to your new Agiled form.
2. Send all new inquiries through Agiled. Keep any already-signed, in-progress HoneyBook projects where they are until they wrap.
3. Run a test booking end-to-end (lead, proposal, e-sign, payment) so you trust the flow before a real client hits it.

Phase 4 - Migrate your client data (Day 7-10)

1. Export your HoneyBook contacts to CSV and import them into Agiled's CRM.
2. Download signed contract PDFs and any invoice PDFs you want for your records, and store them (Agiled file storage or your drive).
3. For active clients you are moving over, invite them to the Agiled client portal.

Phase 5 - Wind down HoneyBook (after in-flight work clears)

1. Confirm no pending payments are still routing through HoneyBook.
2. Confirm you have downloaded every signed contract and payment record you need (you lose easy access after cancelling).
3. Cancel at the end of your billing cycle.

What it costs after you switch

Agiled has a limited free workspace, with Starter at $29/month ($24/month billed annually) and Pro at $69/month ($59/month billed annually) for 3 seats. Crucially, Agiled does not add a platform transaction fee on top of your payment processor, so HoneyBook's payment fees (2.9% + $0.25 per card, up to 3.4% + $0.09 for Amex and card-on-file, 1.5% ACH) go away and you pay only your processor's standard rate.

Use the calculator below to estimate your real annual cost on each platform, including subscription and processing fees, based on your revenue and team size.

Mistakes to avoid when migrating

• Cancelling HoneyBook too early. Once cancelled, retrieving signed contracts and payment history is painful. Download everything first.
• Migrating everything at once. Don't try to move in-flight, already-paid projects mid-stream. Let them finish in HoneyBook.
• Rebuilding templates you never use. Recreate your top few, not all of them.
• Forgetting the embedded lead form. If your website still points at HoneyBook, new leads keep landing there. Swap every link.
• Skipping the test run. Always send yourself through the full Agiled flow before a paying client does.

When you should stay on HoneyBook

Migration is not for everyone:

• You are a solo creative whose work ends at delivery (a single shoot or event), you process little revenue through the platform, and you do not manage multi-week projects. HoneyBook's focused booking flow may be all you need.
• You are grandfathered into legacy pricing well below current rates.
• A visually premium booking experience is core to your brand and you do not need project management, time tracking, or team features.

If none of those apply, the move pays for itself quickly. See the full feature-by-feature comparison.

Frequently Asked Questions

Can I import my HoneyBook account into Agiled automatically?

No. HoneyBook does not provide a complete account export, so no platform can do a true one-click import. You can import your contact list via CSV, and you manually recreate templates and automations. In practice this takes a few hours, not days, because most users only rely on a handful of templates.

Will I lose my signed contracts if I leave HoneyBook?

Not if you download them first. Signed contracts remain legally valid as PDFs. Before you cancel, download every signed contract and any invoice/payment records you need for taxes or disputes, then store them in Agiled's file storage or your own drive. Easy in-app access disappears once the account is cancelled.

Can I keep using HoneyBook while I set up Agiled?

Yes, and you should. The recommended approach is a 1-2 week parallel run: rebuild templates in Agiled, route new leads to Agiled, let in-progress HoneyBook bookings finish, then cancel. Running both for a short window is the safest way to avoid dropping a client mid-project.

Does Agiled charge the same transaction fees as HoneyBook?

No. Agiled does not add a platform transaction fee on top of your payment processor's standard rates. HoneyBook charges 2.9% + $0.25 per Visa/Mastercard payment, 3.4% + $0.09 for Amex, Discover, and card-on-file payments, and 1.5% for ACH, plus an optional 1% for instant deposits. Removing that platform markup is one of the most common reasons creatives switch.

How long does the migration actually take?

Most solo users complete the active work in a few hours spread across a week: account setup, rebuilding 3-5 templates, swapping their lead form, and importing contacts. The total calendar time is usually 1-2 weeks only because you intentionally wait for in-flight HoneyBook projects to finish before cancelling.

What does Agiled do that HoneyBook doesn't?

Agiled adds full project management (Kanban, Gantt, tasks, milestones), time tracking that converts to invoices, HR for teams, and AI assistance, all in the same platform that handles your leads, proposals, contracts, and invoicing. HoneyBook stops at the booking-and-payment stage and works only in the US and Canada.

Related:

• Agiled vs HoneyBook: full comparison
• Best HoneyBook alternatives
• Dubsado vs HoneyBook
• HoneyBook vs Moxie
• Migrate from Dubsado to Agiled
• Migrate from 17hats to Agiled

Ready to start? Create your free Agiled account and rebuild your first template today.