My client is wanting to migrate from Dubsado to HoneyBook because he is tired of how clunky and difficult it is.
Honeybook says we can migrate png, jpegs, pdfs etc.. but I do not see options on Dubsado to turn the forms into any of these formats.
Anyone ever migrated from Dubsado to HoneyBook? How do I go about it?
+1Hi Muriel!
Since Dubsado forms are their own type of form you’ll need to recreate them within Honeybook’s Smart files. Uploading a PDF of the client’s Dubsado forms won’t allow the client to edit the forms and wouldn’t allow their clients to answer questions, select packages, etc.
Here are some helpful tips for a successful setup: https://www.instagram.com/p/CxszN_tKCOp/?img_index=3
And feel free to reach out with any questions you have. I’m a Honeybook Pro and systems expert with extensive experience in Dusbado.
+2I offer account migration services if your client is interested in outsourcing the project!
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