HoneyBook

HoneyBook is a user-friendly client experience platform for small business owners to track projects, send legal documents, and get paid in one place.

Independent business owners have many responsibilities, and HoneyBook is here to take the hassle off your plate.

The end-to-end project tracking tool lets you see what's happening at all stages, from the first point of contact to receiving payment.

Organize all your documents in one dashboard instead of having them scattered across platforms. You can even email clients directly on HoneyBook. How’s that for convenience?

It takes a few minutes to set up a contract.

Choose a pre-built template or upload your own. Auto-fill names and dates in the smart fields and trigger automatic follow-up tasks when the contract is signed. Does legal jargon make your client’s eyes spin? Highlight where to sign, so they can’t miss it.

Scheduling is also a piece of cake on HoneyBook.

Set your availability and time buffers and share the meeting link for clients to book a session. You can choose in-person, video, phone call or other ways of meeting and name it to fit your unique branding. You can also personalize the project portal for each client.

Plus, it’s easy to get paid.

Either select a template or reuse a recently sent invoice and include relevant items and services. With automatic payment reminders and real-time notifications on your phone or desktop, you no longer have to worry about delayed or missed payments. Clients can pay from any device and have the option to auto-pay future payments.

Automate these workflows for the best results.

Set up triggers based on dates and client behavior. Receive reminders for urgent tasks and more. Once a client signs a contract, automatically send them a questionnaire or scheduling link for follow-up meetings. You only need to set up these workflows once.

HoneyBook also offers free account migration (excluding bulk client import). Send them your existing contracts, proposals, pricing packages, and other business documents. They’ll set them up as templates, gaining you back hours of your time to focus on running your business.

Key features

• Project tracking
• Templates
• Invoices
• Proposals and contracts
• Scheduling
• Automation