Switch from HoneyBook to Solo
Move your clients, projects, and invoices in under 30 minutes. No data left behind.
7 Steps to Switch
Export your client list from HoneyBook
Go to HoneyBook → Clients → Export. Download the CSV with names, emails, phone numbers, and notes.
Export your project history
Navigate to Projects → filter by status → Export. Save completed, active, and archived projects separately.
Download your invoice records
Go to Payments → Invoices → Export. You'll get a CSV with amounts, dates, and payment status for your records.
Create your Solo account
Sign up at Solo (free, no credit card). Complete the 2-minute onboarding — business name, industry, and currency.
Import clients into Solo
Add clients manually or in bulk. Solo's AI assistant can help you draft welcome emails to each one.
Recreate active projects & invoices
Create projects for current work and send invoices directly from Solo. AI line-item suggestions speed this up.
Connect your calendar & configure settings
Sync Google Calendar, set your payment preferences, and customize invoice branding. You're live.
What Transfers?
| Data | Transferable | Notes |
|---|---|---|
| Client names & emails | CSV export → Solo import | |
| Project names & status | CSV export → Solo import | |
| Invoice amounts & dates | CSV export → Solo import | |
| Payment history (records) | CSV export → Solo import | |
| File attachments | Download separately from HoneyBook | |
| Automated workflows | Rebuild with Solo AI workflows | |
| Contract templates | Recreate in Solo Contracts |
Your First Day on Solo
Send your first invoice
Create and send a professional invoice in under 2 minutes with AI-powered line item suggestions.
Draft a contract
Use Solo's contract builder to create, send, and collect e-signatures — no third-party tool needed.
Check your dashboard
See revenue trends, outstanding invoices, and AI-generated insights all in one calm, focused view.
Are You Charging Enough?
Solo's Rate Intelligence analyzes your industry, experience, and location to tell you if your rates are competitive. Most HoneyBook users discover they're undercharging within 5 minutes.
Need Help Migrating?
If you'd rather not do it alone, our team will walk you through the entire migration — set up your account, import your clients, and make sure everything is exactly right.
No pitch. Just help.
Ready to Make the Switch?
Start free. No credit card required. Your clients won't notice the change — except that your invoices look better.