SchedulingKit
30-60 minutesEasy Migration

Migrate from HoneyBook
to SchedulingKit

Step-by-step guide to migrating your scheduling from HoneyBook to SchedulingKit. Transfer your booking setup and client workflow while keeping HoneyBook for proposals and invoicing if needed.

Migrating from HoneyBook to SchedulingKit takes about 30-60 minutes. This step-by-step guide covers data export, account setup, and going live.

What Transfers from HoneyBook?

Can Be Transferred

  • Service types and session durations
  • Client contact list (via CSV export)
  • Business hours and availability
  • Calendar integrations (reconnect required)
  • Payment processing setup (reconnect Stripe)

Cannot Be Transferred

  • Proposals and contract templates
  • Invoice history and payment records
  • Automation workflow configurations
  • Historical booking data
  • Client communication threads
Step-by-Step Guide

Migration Steps

Follow these steps to complete your migration in 30-60 minutes

01

Decide on Full or Partial Migration

Decide whether you're replacing HoneyBook entirely or keeping it for proposals/contracts while using SchedulingKit for scheduling. Many users keep HoneyBook for business management and add SchedulingKit for better booking.

💡 Tips:

  • If you rely on HoneyBook's proposals and contracts, consider keeping both
  • If you primarily use HoneyBook for scheduling, a full switch saves $19-79/month
  • List which HoneyBook features you actively use each week
02

Export Your Client Data

Export your client contact list from HoneyBook. Navigate to your contacts section and download your client list as a CSV file.

💡 Tips:

  • Export client names, emails, and phone numbers
  • Note your most common service types and durations
  • Screenshot your availability settings
03

Create Your SchedulingKit Account

Sign up for SchedulingKit (free plan available). During onboarding, configure your business profile and timezone.

💡 Tips:

  • Use the same business name for client recognition
  • Choose a booking page URL that matches your brand
  • Set your timezone and business hours
04

Set Up Your Event Types

Create your services and meeting types in SchedulingKit. Configure durations, buffer times, pricing, and availability rules.

💡 Tips:

  • Match your HoneyBook session types exactly
  • Add buffer times between appointments
  • Set up group booking if you offer group sessions
  • Configure round-robin if you have a team
05

Connect Integrations

Connect your calendar (Google, Outlook), video conferencing (Zoom, Google Meet), and payment processor (Stripe, PayPal).

💡 Tips:

  • Connect your calendar first to prevent double-bookings
  • Set up video conferencing for virtual meetings
  • Configure payment collection if applicable
06

Update Your Booking Links

Replace HoneyBook scheduling links on your website, social media profiles, email signature, and any client-facing materials.

💡 Tips:

  • Update your website booking button or widget
  • Update social media bio links
  • Update your email signature
  • Notify regular clients of the new booking process
07

Adjust or Cancel HoneyBook

If doing a full migration, cancel your HoneyBook subscription. If keeping HoneyBook for proposals and contracts, consider downgrading to the Starter plan.

💡 Tips:

  • Wait until the end of your billing cycle
  • Keep HoneyBook active briefly to catch straggler bookings
  • If keeping HoneyBook, downgrade to Starter ($19/month) for proposals/invoicing only

Feature Comparison

How HoneyBook features map to SchedulingKit

FeatureHoneyBookSchedulingKit
Online BookingBasic schedulerAdvanced booking with AI chatbotSchedulingKit adds AI-powered booking
Round-RobinNot availableIncluded on all plansDistribute bookings across team members
Group SchedulingNot availableIncluded on all plansBook multiple attendees at once
Buffer TimesLimitedFull before/after buffer controls
Calendar SyncGoogle, OutlookGoogle, Outlook, Apple
PaymentsBuilt-in with installmentsStripe + PayPalHoneyBook's payment scheduling is a genuine strength
ProposalsBuilt-inNot includedKeep HoneyBook or use a separate tool
ContractsBuilt-in with e-signaturesNot includedKeep HoneyBook or use DocuSign/HelloSign
AI ChatbotNot availableIncluded in Pro plan

What to Expect

What You'll Gain

  • Free plan available — save $19-79/month on scheduling alone
  • AI chatbot books clients from your website 24/7
  • AI voice agent handles phone booking automatically
  • Round-robin and collective scheduling for teams
  • Deeper availability controls with buffer times and scheduling rules
  • Group scheduling for workshops, classes, and team meetings

Things to Consider

  • HoneyBook's proposals and contract templates (use a separate tool)
  • Built-in invoicing with payment schedules (use Stripe invoicing or FreshBooks)
  • End-to-end client lifecycle automation (SchedulingKit focuses on booking workflows)
  • HoneyBook's creative freelancer community and resources
FAQ

Migration Questions

Should I keep HoneyBook for proposals and switch scheduling?

This is a popular approach. Keep HoneyBook on the Starter plan ($19/month) for proposals, contracts, and invoicing, while using SchedulingKit's free plan for booking. You get better scheduling without losing your business management tools.

How does the cost compare?

HoneyBook Starter is $19/month ($16 annual), Essentials is $39/month ($32 annual), Premium is $79/month ($66 annual). SchedulingKit starts free, with Standard at $12/seat/month ($10 annual) and Pro at $20/seat/month ($16 annual). For scheduling alone, SchedulingKit is significantly cheaper.

Will my clients notice the switch?

The booking experience will look different but remain intuitive. Send your regulars a quick email with your new booking link. Most clients adapt within one booking cycle.

Can I use both HoneyBook and SchedulingKit?

Yes. Many users keep HoneyBook for proposals, contracts, and invoicing while using SchedulingKit for client booking. The two platforms complement each other well since they serve different primary needs.

Further Reading

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