Self-guided learning path

Choose and migrate with evidence

Rehearse the work before moving the whole studio.

Lesson 1
Migrate one representative client before the entire studio
An import that creates records is not necessarily a successful migration.
Lesson 2
A careful migration checklist for a HoneyBook-based studio
If your studio uses HoneyBook, begin a software move with an inventory of the work that must survive.
Lesson 3
A careful migration checklist for a Dubsado-based studio
A studio with established Dubsado workflows has more to move than a contact list.
Lesson 4
Evaluate wedding software with a scenario scorecard
Feature lists are useful for discovery, but a buying decision needs evidence about connected work.

Put the lessons to work

Your practice brief

A studio moves three representative projects: an active wedding, a completed signed agreement and a client with a partial payment. Test their histories before importing the full archive.

Plan a software move Monthly wedding-business review

Review your result

Check each item after inspecting your own plan. Progress stays in this browser and does not certify completion.

Select representative records and preserve an original export.Map fields and identify unsupported history.Preview duplicates and money amounts before applying.Write the exact demo result that would justify switching.