From HoneyBook

Migrate from HoneyBook to CeremonySync

HoneyBook is built for freelancers and creative businesses. Your wedding venue isn't a freelance business — it needs multi-event calendars, guest management, seating charts, day-of operations, and vendor coordination. CeremonySync is built specifically for venues.

Person swinging happily

How the switch works

A clear path from where you are to where you want to be.

01

Export Your HoneyBook Data

Download your client list, project details, and financial records from HoneyBook. Export contacts and project data as CSV files from your HoneyBook account settings.

02

Import Your Leads & Clients

Upload your exported client list into CeremonySync's lead pipeline via CSV import. Map client names, emails, wedding dates, and project values. Each lead gets automatically scored and placed in your pipeline.

03

Recreate Your Packages & Pricing

Rebuild your service packages in CeremonySync with support for fixed pricing or guest-count-based tiers. Add optional add-ons that clients can select themselves on interactive proposals.

04

Set Up Contract & Proposal Templates

Migrate your HoneyBook templates into CeremonySync's template system with dynamic variable placeholders. Build a clause library for reusable contract sections. Set up your proposal terms, photo galleries, and payment schedules.

05

Configure Payment Processing

Connect your Stripe account (or set up a new one) to accept online payments directly through invoices. Configure your default tax rates, payment reminder schedules, and whether to pass processing fees to clients.

06

Migrate Active Projects to Weddings

For in-progress bookings, create wedding records with all relevant details: guest counts, vendor assignments, timelines, and contract status. Our Concierge team handles the heavy lifting for customers who purchase onboarding.

07

Invite Your Team

Add team members with role-based permissions. Owners, managers, staff, and planners each get appropriate access levels.

What gets better

Everything you were trying to do before — only now it actually works.

Built for venues, not freelancers

HoneyBook treats every project the same. CeremonySync understands that a wedding has guests, vendors, timelines, seating charts, backup plans, and day-of operations.

Real guest management

RSVP collection, meal selection tracking, dietary restrictions, guest groups, seating charts with drag-and-drop, and table assignments. HoneyBook has none of this.

Interactive proposals

Clients compare packages side-by-side, select optional add-ons, and accept with a digital signature — all on a branded public page. Not just a flat PDF.

Day-of command center

Pulse Mode gives your team a mobile-optimized view with live timelines, vendor arrival tracking, issue logging, and backup plan activation. HoneyBook stops at the booking.

Vendor management system

Track vendor compliance (insurance, licenses), performance scores, financial terms, relationship health, and operational details. Coordinate day-of logistics across all vendors.

Multi-space event flow

Visualize all events across all venue spaces simultaneously with conflict detection and timeline management. Critical for venues — impossible in HoneyBook.

Purpose-built calendar

Date holds, demand heat maps, revenue overlays, weather forecasts, block date templates, and smart conflict detection. Not a generic project calendar.

Client portal that impresses

The Planning Hub gives couples access to their timeline, guest list, invoices, contracts, mood boards, and music playlists — a branded experience, not a project link.

Venue-specific analytics

Lead source ROI, booking conversion funnels, seasonal pattern analysis, vendor performance reports, and financial dashboards. Not generic business reports.

Questionnaire automation

Auto-send questionnaires based on triggers (wedding created, X days before event, proposal accepted) with configurable reminder schedules.

Timeline

Full migration typically takes 5–7 business days with concierge support.

Day 1HoneyBook ExportExport client data, templates, and financial records
Day 1–2Account SetupVenue profile, branding, spaces, packages, Stripe connection
Day 2–3Data MigrationLead import, active wedding creation, template recreation
Day 3–4Feature ConfigurationContract templates, email templates, questionnaires, lead form setup
Day 4–5Team TrainingRole assignments, workflow walkthrough, Pulse Mode training
Day 5–7Go LiveSend first proposal from CeremonySync, retire HoneyBook

Concierge Setup · $599

We'll move everything for you

Book a concierge onboarding session and our team will export your HoneyBook data, set up your CeremonySync account, and train your staff. Zero downtime, zero data loss.

Frequently asked questions