Switching from HoneyBook
Ready to switch from HoneyBook?
Keep the proposals, contracts, e-sign, invoices, and branded portal you already know. Start on a free Freelancer plan, then add native email marketing and the Snappic connection on paid plans. Move at your pace.
Same client journey you already know
Proposals, contracts, e-sign, invoicing, payments, and a branded portal stay on the same spine. TalleFlow adds a free Freelancer plan, a creative marketplace, communities, and an optional Snappic connection on paid plans. Prefer a full matrix first? See TalleFlow vs HoneyBook.
What stays familiar
Proposals, contracts, and e-sign in one place.
Invoices, payments, and a branded client portal.
Follow-up that keeps clients in your brand, not a vendor name.
What you gain
A lasting free Freelancer plan, with no trial clock.
Native email marketing on Essentials and above.
Communities, a creative marketplace, and the Snappic connection on paid plans.
How the move works
1
Join for free
Create your account on the free Freelancer plan. Add your brand and offerings, and connect Stripe when you are ready to take payments.
2
Export what you can
Export your contacts and anything else HoneyBook lets you download, at your pace. Keep the file handy for the next step.
3
Bring your contacts in
Import contacts by CSV or move them over at a pace that suits your calendar. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
4
Rebuild and point links
Rebuild proposals, contracts, and packages fresh, connect Stripe, then turn on automations and email on Essentials when you are ready.
Run both systems side by side during the handoff. Finish current bookings where they are and send new inquiries to TalleFlow. Want a guided move? Talk to us from Contact, or read how CSV import works on our CRM migration page.
What comes with you vs what you set up fresh
Think of the move as two piles. One comes across from HoneyBook. The other is a fresh setup, which is a good moment to tidy templates and refresh your brand.
Comes with you
Contacts and client details, imported by CSV
Your HoneyBook export, kept on file for project and pipeline history
Set up fresh
Proposal and contract templates
Packages, pricing, and T&Cs
Email sequences, automations, and workflows
What your clients experience
Clients still get proposals, contracts, e-sign, invoices, and a portal. With TalleFlow they see your brand up front, and booth galleries can sit beside the job when you use Snappic.
A branded client portal
Files, e-sign, and payments sit behind one magic link with your branding.
Snappic when you need booths
Snappic runs the booth experience. TalleFlow runs the business side. Galleries and surveys can sit alongside the job in the portal.
Your brand, not a vendor’s
Proposals, invoices, and emails go out under your business name. Clients should see you, not the software behind you.
Three reasons people switch
Free Freelancer vs trial-only
TalleFlow Freelancer is free, with a $10 one-time invoice send pass (Stripe fees still apply). Stay as long as you like. No trial clock while you move.
For event pros and booth businesses
Photographers, planners, and photo booth businesses share the same CRM. Snappic runs the booth experience. TalleFlow runs the business side.
Marketplace and portal branding
Communities, a creative marketplace, and a portal you brand as your business. Native email marketing lands on Essentials and above.
Feature snapshot
Native email marketing
Campaigns, automations, and newsletters on Essentials and above.
Snappic for booth work
Snappic runs the booth experience. TalleFlow runs the business side.
Video proposals and Canva
Add video to proposals and link your Canva designs to the job.
Free Freelancer plan
Start free. Early Adopter Essentials is $25/mo or $249/yr while continuously subscribed. See pricing for Lifetime.
Pricing while you switch
Start on Freelancer for free and upgrade when you are ready. For HoneyBook’s public plans, see the dated price check on our TalleFlow vs HoneyBook comparison.
Freelancer
Free
Includes a $10 one-time invoice send pass. Stripe fees still apply.
Essentials Early Adopter
or $399 $249/yr while you stay continuously subscribed. Email marketing, automations, and more are included. Stripe fees still apply.
Explore TalleFlow
Start free and move at your pace
Join free on Freelancer and bring your HoneyBook data over when it suits you. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
Related
Questions, answered
What transfers from HoneyBook to TalleFlow?
Your contacts, imported by CSV. Proposals, contracts, packages, projects, and workflows get set up fresh in TalleFlow, which is a good chance to tidy your brand. Keep your HoneyBook export on file for history.
Does this work for photographers, planners, and booth operators?
Yes. Event professionals and creatives on HoneyBook are the core fit, including photographers, planners, and photo booth businesses. A common approach is to start free, move contacts first, then rebuild packages and contracts over a few sessions. There is no deadline, so move at your pace.
Is MCP available, and can it move my HoneyBook account?
MCP is on paid plans and connects tools like Cursor, ChatGPT, and Claude to your TalleFlow workspace. It does not move a HoneyBook account for you. For contacts, use CSV export and import, or book a demo and we’ll walk through the import. See the MCP integration page for details.
Can I keep HoneyBook while I try TalleFlow?
Yes. Running both side by side during the handoff is a sensible way to switch. Freelancer is free, so there is no trial clock while you set things up.
Is Freelancer really free compared with a HoneyBook trial?
Yes. Freelancer stays free with a $10 one-time invoice send pass (Stripe fees still apply). There is no trial clock. HoneyBook public pricing and trial terms are listed with check dates on the vs page.
Where does Snappic fit?
Snappic runs the booth experience. TalleFlow runs the business side. The Snappic integration brings leads, events, galleries, and surveys into TalleFlow. See the Snappic integration for details.