Switching from HoneyBook 2026: Export Your Data, Move to Workspace369 & Cancel Last

Switching from HoneyBook starts with three downloads. Export the right things, set up the new workspace, and cancel last. Here is the exact order. First, what HoneyBook costs today, billed monthly: Starter is $36, Essentials $59, and Premium $129. Billed yearly: $29, $49 and $109 a month.

Starter has proposals, contracts, a portal and one session type. Automations and the full scheduler need Essentials, which adds up to two team members. Bigger than that, and the team needs Premium at $129 a month. So the jump comes as you grow: from Essentials at $59 to Premium at $129, about $840 more a year. HoneyBook's help center lists three ways out: contacts as a spreadsheet, downloadable reports, and files saved as PDFs.

Contacts first: Clients, then Contacts, the three-dot menu, Download spreadsheet. Names, emails, phones, addresses and notes. Then reports, on desktop, as the account owner: payments completed, leads, and, on Essentials, projects. Proposals, contracts and invoices live in smart files: open each one, choose Print file, and save it as a PDF. Before you move on, check you have every client, every unpaid invoice, and every signed contract.

Nobody publishes a one-click move out of HoneyBook. So move your active work, not your history: current clients, open proposals, unpaid invoices, and services and prices. Rebuild fresh: recurring payment schedules, the two or three automations you actually use, and the templates you send most. Links you already sent still open in HoneyBook, so let those projects finish there. Where to?

Our number one pick is Workspace369, from $29 a month. Start with your services, on every plan: set the price, enter the delivery cost, and read the gross margin. Next, import your clients from a CSV. It works on every plan, so check each record once it lands. Rebuild the proposal you send most: pick a theme, try another, restyle the page, then see the client view.

Re-create each unpaid invoice so the client pays the new link: they open it, pay online, it is paid, and it syncs. Lead forms? On Voyager, a client fills in your request form, it arrives, and you convert it to a client. Clients on a monthly retainer? On every plan, choose the client and coverage, set the amount, and configure auto-invoicing.

Then share the client portal: copy the link, the client verifies, sees progress, and finds their invoices. On Specialist, send the proposal, the client reviews it, signs through a link, and pays the deposit. Rebuild your first automation: invoice overdue, an email reminder, switch it on. Cadet runs up to three. Then the work comes to you: the proposal is viewed, accepted, and the invoice is paid in full.

On Voyager, email and texts share one client thread, with an AI summary, and you reply right there. Bill by the hour? On Voyager, start the timer, stop it, bill the entries, and they land on the invoice. The same business on desktop, tablet and phone. A paid invoice shows up on all three at once.

One clean design everywhere. Price your real team. Solo: HoneyBook Starter is $36, Cadet $29. Five people: HoneyBook Premium is $129, Voyager with three extra seats $104. At ten people it flips: HoneyBook Premium at $129 beats Specialist at $149.

Workspace369, billed monthly: Cadet $29 for one seat, Voyager $74 for two, Specialist $149 for ten. Paying yearly takes about 20% off: Cadet is $23.25, Voyager $59.25, Specialist $119.25 a month.

A rough match: Starter users begin on Cadet, Essentials teams on Voyager, for texting and time tracking, bigger teams on Specialist. Clients book themselves through a scheduler? Self-booking pages are on Specialist. On Specialist, the client picks a service, then a time, books it, and it lands on your calendar. Good to know: every plan has a 14-day free trial, and from Voyager, extra seats are $10 a month.

Stay on HoneyBook if its templates and guided setup suit you, you rely on its QuickBooks Online integration, or your team is past ten. HoneyBook also offers to turn the documents you already use into ready-to-use templates. HoneyBook's trial runs 30 days, so you can test both side by side. Cancel last. Wait until the final open invoice is paid, save your downloads, then cancel from HoneyBook's company settings.

Put the date of the last HoneyBook invoice on your calendar, and cancel once it clears. Moving day, in short: pack the contacts spreadsheet, bring it across as a CSV, and check every record. The checklist: export contacts, reports and PDFs, add your services, import clients, re-create open invoices, cancel last. Start with one real client: the proposal, signed, the invoice, paid, all in one place. Then open the dashboard, watch the numbers fill in, and run the week from one place.

Move one real client first, then bring the rest across.