Look, your brand can be gorgeous, but if your client experience isn’t on point, then nothing is.

If you're ready to level up your business game, then buckle up because we're about to explore one of my favorite tools… HoneyBook. Transitioning to a new tool can feel like diving into the deep end, but trust me, the payoff is totally worth it.

When it comes to client management, I’ve tested so many platforms that I kind of gave up on finding one that would actually work for my brain. So, when I first started using HoneyBook, I had a bunch of questions swirling around in my head. There are SO many amazing features that at first I kinda thought it was overkill for my tiny business. But once I got the hang of it, oh boy, it was a game-changer.

Let's break down some key terms you need to know:

Honeybook Features I love

Project Pipeline: Picture this as your command center, giving you the lowdown on where each project stands in your workflow- for your eyes only. You’ll be able to see where in the journey your customer is and anticipate their upcoming needs. This visual aid and logical process is great for our ADHD brains who have difficulty with time blindness!
Workflow: Your behind-the-scenes buddy that automates all the nitty-gritty tasks, so you can focus on the fun stuff. For instance, you can set determined tasks that kick off when an action is completed- like automatically sending a contract ten minutes after your client finishes scheduling their session.
Brochure: Your secret weapon for showcasing your services and prices in a snazzy, interactive format. Your client can even select their services and book from here.
Project: Think of this as your digital HQ for managing all your gigs and projects. It's where the magic happens, from the first inquiry to the final high-five.
Templates: You know how there are certain things you find yourself repeating over and over to clients- sometimes the “quick version” and sometimes the “oversharing talking too much” version? OR… avoiding a task because it’s going to take so much executive function that you can’t even? Templates save me here. I have pre-written e-mails for onboarding clients, e-mail drafts with answers to FAQ, e-mail drafts for sticky situations and hard conversations, saved contracts and proposals…This is a life saver for me.
Proposal: This bad boy combines your proposed services, contract and invoice into one neat package, making booking a breeze. Picture this- you hop off a sales call, and immediately click ONE button to start booking your client. Write up the custom quote you made them, or select from your previously saved packages, add the invoice, scheduler and contract all in one e-mail. Cue a sigh of relief.

Mastering HoneyBook might take a bit of elbow grease, but trust me, it's worth it. Once you've got the hang of it, you'll wonder how you ever lived without it.

Ready to dive into the wonderful world of HoneyBook? Sign up today and let's take your business to new heights!