What is HoneyBook?

What is HoneyBook?

HoneyBook is an easy-to-use complete suite of business management tools to  help creative entrepreneurs and small business owners streamline their processes and manage clients from inquiry to payment. HoneyBook’s goal is to help small business owners sustain a successful business, so they can live out the life they envision for themselves.

How do I get started on HoneyBook?

We offer a free 7-day trial to get you going—no credit card required! You’ll have full access to a HoneyBook account, allowing you to play around and make sure it’s right for your business. If you need assistance, you can live chat with our product specialists from right within the platform.

Once you decide to start your membership, our team can even help you set up your account to make sure you really hit the ground running.

What type of support do you offer?

Once you’re a member, the world is your oyster! Our support team is available 7 days a week via chat and email (Mon-Fri 6am-6pm PT, Sat-Sun 8am-5pm PT), and you can also check out our Help Center 24 hours a day.

For more in-depth training, sign up for one of our many live virtual classes, which cover everything from the basics of account setup to advanced tools and business management. We host these sessions multiple times a week, so pick the one that suits your schedule!

And don’t forget: we also offer one-time complimentary account setup! Our team can import your business materials in just a few days to make sure you and your business hit the ground running.

What types of small businesses use HoneyBook?

A variety of small businesses have found HoneyBook helpful for booking clients, staying organized, and streamlining their business. Some of our most popular types of users include: graphic designers, djs, photographers, business coaches, web designers, consultants, interior designers, videographers, calligraphers, business coaches, health & wellness professionals, doulas, caterers, event planners, copywriters, bakers, florists, travel professionals and more.

What features does HoneyBook offer?

HoneyBook offers easy-to-use features that help small business owners run their business more efficiently and seamlessly manage clients from first inquiry to final payment.

Core features include:

•  Lead capture (lead forms)
• Project management
• Streamlined client communication
• Templates
• Invoices
• Proposals (invoice + contract)
• Contracts
• Brochures
• Questionnaires
• Online payments
• Bookkeeping
• iOS and Android App

Can I import my existing Templates?

 Yes! HoneyBook has a number of file, email, and pricing Templates that you can build into your account to save you time down the line. Or, you can take advantage of our one-time, complimentary account building service—our team can build your first Templates for you to help get you started! account building service —our team can build your first Templates for you to help get you started!

Is HoneyBook a CRM?

HoneyBook is a cloud-based customer relationship management (CRM) built for small businesses. It’s an easy-to-use software built to help small business owners streamline their business processes from inquiry to invoicing. HoneyBook lets users manage projects, book clients, sign contracts online, send invoices and accept payments.

On HoneyBook users are able to view and track various stages of a project, as well as keep invoices, contracts and other documents in one place. Plus, users can respond to clients quickly and professionally with automated follow-ups using personalized templates and notifications. In addition, automated payment reminders can be sent and task reminders can be created based on the projects.

HoneyBook integrates with tools such as QuickBooks, Calendly, Zapier, Gmail and Google Calendar