Navigating the HoneyBook Client Portal like a Pro

As a business owner, you already know what HoneyBook can do for you. Automate tasks, collaborate with others more easily, manage projects…the list goes on. But what does HoneyBook look like for your CLIENTS? What do they see when they work with you in HoneyBook?👩🏼‍💻 FREE HoneyBook Training: www.dasilvalife.com/unlock-th...
We’re here to show you!
In this video walkthrough, you get to see what the HoneyBook client portal looks like from your end. We’ll talk about what you can share, what stays private, and what you can customize. You’ll also get to see what HoneyBook looks like from a client’s perspective, from login to dashboard.
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00:00 Introduction
01:34 Client Portal Overview
04:08 Adding Team Members
04:50 Other Portal Features
07:05 Integrating Your Email & Calendar
08:13 More Portal Settings
11:20 Creating Tasks
15:09 Adding Custom Project Fields
15:52 Note Taking
16:04 Client Workspace
17:15 What the Client sees
19:31 FREE HoneyBook Training
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• Navigating the HoneyBo...
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[@DaSilvaLife]

Sign Up for Our FREE HoneyBook Training! 🚀 www.dasilvalife.com/unlock-the-potential-of-honeybook

[@CoraDugan]

It’s saying October 25th is the date for the class?

[@daintydollar9074]

Hi there, can the client upon logging in, see all their open projects like we can see on the backend?

[@DaSilvaLife]

Hey! Yes they can see their open projects! It won't be in a pipeline like yours, but in the portal on the top left side, they will see "All Projects" and they can click between each project portal.

[@abrishalay5577]

Thank you for this information! Do you know if HoneyBook has a "suggestions box"? I own a travel agency, and some things like allowing the same dynamic pricing in lead forms as is in smart files is a big deal.

[@DaSilvaLife]

Hey!! You could reach out to their support, I'm sure they will take it into consideration! :)

[@DjSuperDuke]

The best !

[@DaSilvaLife]

Thank you! Happy to help!! 😊