A Complete solution for corporate event planning
Free Account Migration
Our team takes the tedious work off your plate, so you can have a strong start.
Account migration is a free service offered by our expert team. We’ll take the files you give us, and make sure they’re set up as templates in your account, so your business is set up for success.
How does free account migration work?
Upload your files.
Once your account is setup. you can upload your files in excel format into your account.
Set up Process
Our team will assess the files and get ready to set up the files into your account. We help tom set up contacts, templates, pricing, contracts and job sheets.
Notify when done
Our team will take up to 72 hours to setup your account. Once set up is done and tested, you will be notified via email to access your account.
One of our support team members will be in touch with you to organise a training and demo of your account setup.
We got more. Additional features that helps
What is included in this service?
Our team will happily transfer your existing contracts, questionnaires, and pricing/service lists into HoneyBook and set them up as templates. For pricing, you can upload anything like: brochures, proposals, or any other documents that detail the prices of your items or pricing packages. For Contracts, you can upload: old contracts or contract language you’ve used or intend to use. For Questionnaires, you can upload: sets of questions you’ve sent to your clients or directed your clients to fill out; new lists of questions that you may want to send in the future. Check out the next question to see what formats we accept.
Where do I upload my materials to get migrated?
Once you’re in Event Plan ON, we’ll guide you to a simple account migration uploader. From there, you’ll be able to upload and submit your materials
What formats do you accept?
We understand that your business lives in different places and formats. To make it easy to get started on Event Plan On, we Google docs (did you know you can download them?), screen-shots, photos of post-its — whatever you’ve got that we can read.
How much does the account migration service cost?
This is a free service included in your membership. Helping you save time and be successful is part of what we do.
How long does this the account migration process take?
Our team will have your templates set up within 72 hours or less. We’ll notify you via email when it’s all set.