8 Ways HoneyBook Helps You Grow Your Business

HoneyBook is the full package when it comes to helping you manage your growing business. Everything from online contracts to automated workflows–HoneyBook provides a treasure trove of helpful tools for your success. And it’s tailor-made for creative and service-based businesses! Here are 8 ways HoneyBook helps you grow your business!

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1. Customizable Online Contracts

HoneyBook lets you bring contract templates with you, or use their customizable templates. Simply define your variable fields (customer name, dates, description of services, where, etc.). Then when your customer is ready to book, HoneyBook auto-fills their information into the contract for you. After you’ve reviewed it, HoneyBook will return it to the customer for signing.

2. Professional Invoices

You can also create invoice templates in HoneyBook. This is great for a few reasons. First, HoneyBook has automated processes which auto-fill out the invoice with the desired information and send it to customers. Second, there are optional payment reminders. Third, with customization, it’s easy to create continuity with your branding. Also, payment is fully integrated, so your customers don’t need to worry about third-party services. Bank transfers, credit cards, and debit cards are all handled right through HoneyBook, AND you can connect it to your QuickBooks account—streamlining all of your financial needs.

3. Personalized Email Templates

I love this feature of HoneyBook! This is such a timesaver! Rather than type up the same generic email over and over again, HoneyBook creates a template and let’s you automate this process. Simply edit the customer’s info and send out an email that looks personalized, and like it was sent directly from you.

4. Manage Team Projects and Members

You can set up your project and assemble a team as large as you need to get the job done! HoneyBook provides a central location for communication. You can issue assignments, share templates, and collaborate on tasks. Everything-all together-and super easy to access, whether you’re at the office, at home, or on the go.

5. Cross-Calendar Integration

HoneyBook’s calendar keeps you connected. Using the scheduling suite will sync up your calendar with Google Calendars and Calendly. HoneyBook automatically syncs new events scheduled through one calendar across all platforms. It will also check for scheduling conflicts too.

6. HoneyBook Automated Questionnaires

Want to get some feedback? Need information from clients? HoneyBook let’s you create a template for that too and automatically sends it out according to your schedule. Are you catching the vision? Organize, simplify, and automate. HoneyBook makes managing your business simple, so you can spend more time creating!

7. Tasks and To Do Lists

You can create your own to-do list, or HoneyBook will create one for you automatically. Lists can be assigned to team members, and have reminders. There is no need to worry about forgetting a step, follow up, or deadline now. HoneyBook will keep your business running like a well-oiled machine, and you can get back to what lights you up!

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8. Automated Workflows

Okay, if I haven’t convinced you of HoneyBook’s value yet, this feature is the absolute deal maker! Talk about saving you loads of time! Automated workflows are like an intuitive personal assistant. You simply set up a process and customize when each step will happen, then tell HoneyBook to carry out automatically. If you’re not ready to commit and go fully automatic, that’s okay! Set the workflow up and then tell HoneyBook to prompt you to review and authorize before sending out. By using a few different workflows, you can automate nearly your entire process!

Did I mention that I can save you 50% on signing up for a HoneyBook account today? Saving time and money? Sounds like a win-win to me!

For a step by step guide to set up a workflow and send out your first automated email, read this article next:

How to Set Up a Workflow and Send an Email with Honeybook