HoneyBook Features that I Love

If you’re like me, you have so many moving parts to your business. That can get out of control when you have a bunch of different tools that you’re using to manage your clients.

Today, I am sharing my 7 favorite HoneyBook features that helped me get organized so I could work more efficiently, and productively.

1.  Custom Templates: I’ve created custom templates for emails, brochures, and proposals which saves me tons of time because they already have all the details my clients need. Plus, I can add my brand to everything, so they make me look super professional!

2.  Proposals: HoneyBook’s proposal combines three critical steps to getting booked into one easy experience. My client can review my list of proposed services, sign my contract and make their payment in one place, so I get booked and paid faster than before.

3.  Contracts: Make sure your business is protected with HoneyBook contracts. They have legal templates that you can use or you can upload your own! They are easy to edit and include smart fields that automatically pull essential details. Smart bars highlight where to sign for no misses and automated notifications let you know when the contract has been signed. 

4. Online Payment: Give clients a frictionless payment experience so you can get paid faster! With HoneyBook, your client can sign your contract and make their retainer payment all in one place. From there, automated reminders ensure your clients make payments on time. And they can pay from any device!

5.  Lead Management: I get inquiries from all different places — my email, my website & social media. This used to be tough to manage, but HoneyBook has made it so much easier. I’ve customized my contact form and added it to my website and social profiles so I get the info I need answered upfront. The form automatically adds their info into HoneyBook for me so I’m organized and have one place to follow up!

6.  Automations: Workflows allow you to automate repetitive tasks so they’re taken off your plate. I use workflows to send automated thank-yous to new inquiries, and set reminders for myself throughout the project. This reduces administrative work for me but allows me to keep control where I want, so I’m able to give my clients the best experience possible.

7.  Mobile App: HoneyBook is super powerful, and to make things even better, I can do everything from the mobile app. I use the app to get notifications, send follow ups and files, check off tasks and view my calendar, all while I’m on the go. How’s that for efficiency?

Do yourself (and your business) a favor! Get 50% off your first year by starting a trial with my link below. You’ll wonder why you didn’t do it sooner!