What is HoneyBook? A Beginner’s Guide to HoneyBook CRM
Running a business means juggling a million responsibilities: client communication, scheduling, contracts, payments, and more. That’s where HoneyBook CRM comes in. This powerful all-in-one platform is designed to help small business owners stay organized, save time, and deliver a great client experience.
Whether you're a photographer capturing life’s moments, a coach empowering clients, or a small business owner chasing big dreams, HoneyBook can help you streamline your business.
In this guide, we’ll dive into what HoneyBook is used for, its key features, and how it compares to other CRMs. Plus, I’ll share how you can get started with a free trial and save on your subscription.
(This post contains affiliate links. If you sign up using my link, I may earn a commission at no extra cost to you.)
What Is HoneyBook?
HoneyBook is a Client Relationship Management (CRM) software designed to simplify your business processes, save time, and deliver a great client experience. With its intuitive interface, HoneyBook centralizes everything from communication to payments, helping small businesses focus on what they love most.
What is HoneyBook Used For?
HoneyBook is a CRM that combines all your business tools into one easy-to-use platform. Forget about switching between apps or spreadsheets, HoneyBook keeps everything centralized.
Here’s what HoneyBook is used for:
Client Communication: Keep emails, files, and updates in one central hub.
Scheduling Appointments: Automate bookings with a branded scheduler.
Proposals, Contracts, and Invoices: Send professional documents clients can review, sign, and pay for in one step.
Payment Tracking: Accept payments and set up automated reminders.
Automations: Streamline repetitive tasks to save time and reduce errors.
Why Choose HoneyBook CRM?
HoneyBook doesn’t just help you manage your business, it elevates it. Here’s why it’s a game-changer:
Save Time: Automate repetitive tasks like follow-ups and payment reminders.
Stay Organized: Keep everything - from inquiries to payments - in one place.
Look Professional: Create branded documents that impress clients.
Boost Growth: Spend less time on admin work and more time on your craft.
Key Features of HoneyBook CRM
To truly understand what HoneyBook is used for, let’s explore its standout features:
1. Invoicing Tools
Get paid quickly and efficiently:
Automated Payment Reminders to ensure clients never miss a deadline and save time (no chasing clients!)
Multiple Payment Options including credit cards and ACH transfers.
Mobile Invoicing via their app to send invoices and track payments on the go.
Recurring Payments for ongoing services.
2. Customizable Contracts
No more manual contract creation. HoneyBook offers:
Customizable Templates approved by legal professionals and tailored to your industry.
Smart Fields to auto-fill client-specific details and save you time.
Status Tracking so you know when a contract is viewed, signed, or completed.
Automated Reminders to follow-up and make sure clients complete contracts on time.
3. Streamlined Proposals
Wow your clients with seamless, branded proposals:
Smart Files that combine proposals, contracts, invoices, and even schedulers (yay!) into a single streamlined file.
Beautiful Templates that can be customized to match your brand.
Simplify Onboarding for a better client experience.
4. Effortless Scheduling
HoneyBook’s scheduler eliminates back-and-forth emails.
Sync Your Calendar and let clients book directly based on your availability.
Customizable Links with your logo and branding.
Automated Reminders to reduce no-shows.
5. Time-Saving Automations
Work smarter, not harder, with automation tools:
Conditional Logic that triggers actions based on client behavior.
Automatic Follow-Ups and reminders that save you time.
Save Mental Space by eliminating the risk of forgetting steps.
6. AI-Powered Tools
Stay ahead with HoneyBook’s innovative AI features:
Meeting Summaries and notes generated by AI.
Email Composer for quick, on-brand responses.
Who is HoneyBook For?
HoneyBook is designed for small business owners. If you’re working on client projects, handling payments, or scheduling appointments, HoneyBook can help you work smarter, not harder.
Examples of Businesses That Use HoneyBook:
Photographers
Wedding Planners
Coaches & Consultants
Designers (Interior, Graphic, Web)
Event Planners
Small Business Owners
If your goal is to provide a seamless and professional client experience, HoneyBook could be right for you.
What Sets HoneyBook Apart?
HoneyBook isn’t the only CRM out there (check out my blog post where I compare Dubsado vs. HoneyBook), but it’s uniquely suited for creative and service-based businesses. Here’s how it stacks up:
Ease of Use: HoneyBook’s interface is intuitive and user-friendly. So you can get started without feeling overwhelmed.
Streamlined Forms: With HoneyBook’s smart files you can combine multiple steps into one: send a proposal, contract, invoice, scheduler and next steps instructions to your clients in a single file.
Custom Branding: Reflect your style in every client interaction - especially when using Smart Files.
Ready to Try HoneyBook?
Curious about what HoneyBook is used for and how it can fit into your business? Start with a 7-day free trial to explore the platform risk-free.
Ready to commit? Use my HoneyBook promo code to save 30% on your first two months or year.
Need Help Setting Up HoneyBook?
If setting up HoneyBook feels daunting, I’m here to help! My Done-For-You HoneyBook Setup service is perfect for busy entrepreneurs who want:
A streamlined client journey tailored to your business.
Customized automations that save you hours every week.
Deliver an elevated client experience that wows clients from the start.
👉 Book a free discovery call today and let’s transform your business together with HoneyBook.