Switching from Honeybook

The safe order of operations

1. Export your contacts from Honeybook (Contacts → Export CSV) and import them under People → Import. The mapper shows you what it understood before saving anything.

2. Recreate your templates: contracts, emails, and questionnaires. Start from the Library versions and paste your wording in.

3. Point new inquiries here — swap the form link on your website and let new work start in Cygnetree while old projects finish out in Honeybook.

4. Recreate only ACTIVE projects by hand (10 minutes each: create the project, attach the person, set the stage, add remaining invoices/contracts). Wrapped-up work can stay behind — keep Honeybook read-only for one billing cycle as your archive, then cancel.

What doesn't move

Signed Honeybook contracts and old payment history stay in Honeybook — download PDFs of anything you want to keep before cancelling. Money flows don't need migrating: connect your own Stripe and new payments simply land in your account.